Case Study: Custom Objects

Streamlining Lead Conversion to Custom Object in Salesforce

The client needed extended functionality to convert Lead to contact to custom objects to meet their specific business need. The client receives a high volume of leads and the process of converting leads into custom objects was inefficient and time-consuming, leading to a high lead dropout rate.

  • Manual complicated lead conversion.
  • Time-consuming.

The automated lead conversion to custom objects helped the sales team to focus on closing deals rather than managing leads and improved the overall efficiency of the sales process.

  • Streamlined lead conversion.
  • Reduced drop leads.
  • Improved data accuracy.
  • Reduced lead conversion time.
  • Created custom objects and identified fields necessary to track leads as per business needs.
  • Creation of validation rules to ensure data is valid and complete before lead conversion.
  • Implemented automation using salesforce screen flow and Lightening Web components to automatically convert Leads to custom objects.
  • Field mapping leads to a new custom object.
Case Studies of Growth and Impact

We have a proven track record of delivering exceptional results for our clients. Here are some examples of successful projects we have delivered:

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Case Study: Custom Objects
March 27, 2023