Getting Started with Salesforce Flow – Part 44 (Auto Convert Marketing Qualified Leads)

Big Idea or Enduring Question: How do you set automation to auto-convert marketing qualified leads?  When there is a chance of further negotiations with a lead, it can be converted into an account, contact, optionally an opportunity. In short, once the lead status has reached a certain stage, it can

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Roll Up Your Sleeves Fellow Ohanians – in Exchange, Become a Salesforce Champion!

What we learn to do, we learn by doing – Thomas Jefferson What if you are a type of learner that learns best by solving numerous bite-size use cases again and again and again? Indeed, lately, I have been flooded with requests from my automationchampion.com blog readers. They want me

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