Linking leads to existing accounts based on email address
Вставка
- Опубліковано 7 вер 2024
- r/Salesforce user asked the question -
"What tools could help link web-to-lead leads with existing customer accounts in SF?."
Other problems this may solve. How to match leads to accounts from email. Ways to match leads to accounts.
In this video, the solution will be achieved with process builder and flows. Only using configuration.No code required.
www.reddit.com...
Comment on what video you would like me to make next.
Want to take your Salesforce Knowledge to the next level? Want to learn advanced Salesforce admin, developer, consultant skills? Want to pass the certification exams the first time? Go to my training platform salesforcement...
There you will find my outlined path to becoming an expert in Salesforce.
Thanks for watching.
Follow me on twitter / thewalters954
Follow me on twitch / walters954
Add me on LinkedIn / warren-walters Recommended Books
Advanced Apex Programming amzn.to/2X8hZb4
Clean Code amzn.to/2X8iaTM
Like the videos a lot. Just to confirm, what type of fields are your "Email Domain" fields on the Lead and Account objects? I tried replicating this but in debug I cant get past it because it never seems to find a Account that matches (even though the fields definitely do). Im wondering if its because I have a formula field on the Lead and a Text on the Account......