How to Trigger a Salesforce Flow from a Converted Lead

แชร์
ฝัง
  • เผยแพร่เมื่อ 2 ต.ค. 2024
  • ⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “TH-camSUB15” to save 15%. www.rotive.io/...
    Learn how to trigger a Salesforce Flow from a converted lead.
    ▶️ SUBSCRIBE TO OUR TH-cam CHANNEL: go.rotive.io/y...
    🤖 LIVE SALESFORCE FLOW CLASSES: go.rotive.io/l...
    ⚡️ SALESFORCE COURSES:
    → The Salesforce Reporting Crash Course for Beginners: go.rotive.io/r...
    → The Pardot (MCAE) Course for Beginners: go.rotive.io/p...
    → DIY Pardot (MCAE) Implementation Course: go.rotive.io/d...
    → FREE The Salesforce Validation Rules Crash Course for Beginners: go.rotive.io/v...
    🍎 VIEW ALL COURSES AT ROTIVE ACADEMY: go.rotive.io/a...
    -------------------------------------------------------
    Rotive is an official Salesforce Partner that helps small businesses automate their processes.
    📍 Visit our website: go.rotive.io/h...
    👍 Follow us on LinkedIn: go.rotive.io/LI

ความคิดเห็น • 5

  • @NeilMitchellGoodson
    @NeilMitchellGoodson 3 หลายเดือนก่อน +1

    It's important to note, especially for older orgs, that the lead setting "Require validation for converted leads" needs to be ticked for this to work. If that setting isn't active, automations will not trigger from Lead conversion.

    • @corysgood881
      @corysgood881 6 วันที่ผ่านมา

      Bruh you saved my life here. I spent an hour on this bullshit.

  • @robertwynter2464
    @robertwynter2464 5 หลายเดือนก่อน

    very helpful thank you

    • @Rotive
      @Rotive  5 หลายเดือนก่อน

      Glad it was helpful!

  • @itgemjlekherdenetsogt5129
    @itgemjlekherdenetsogt5129 7 หลายเดือนก่อน

    Hi, please i try to create a flow that, after the conversion of the Lead, will transfer all the activity (activity) from the Lead to the created opportunity.
    On the Opportunity, there is a ConvertedLeadId__c field that contains the LeadId after creation. Can you help me ?