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Auto Convert Leads using Process Builder or Flow

#Update : Aug 2019

  • Added Functionality to use existing account and contacts in lead conversion.

Convert Leads into Accounts, Contacts, and (optional) Opportunities on-demand according to your criteria. This solution includes one apex class and its unit test. See below instructions for setting this up with Process Builder or Flow to automate your lead conversion needs.

Deploy to Salesforce

Preview - Process Builder

Deploy to Salesforce

Usage

The invocable apex class in this repository can be called from either Process Builder or Flow to fit into your business automation requirements.

Process Builder

TODO

https://help.salesforce.com/articleView?id=process_action_apex.htm

Flow

TODO

https://developer.salesforce.com/docs/atlas.en-us.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_designer_elements_apex_invocable.htm