Thu, Dec 21|
Scheduled Flows for Better Lead Management
In the dynamic world of sales and marketing, efficient lead management is crucial for ensuring a smooth and streamlined conversion process. Dive into this common challenge faced by Salesforce Admins, and automatically transition leads from one status to another based on specific criteria.
Time & Location
Dec 21, 2023, 2:00 PM – 3:00 PM PST
About the event
In the dynamic world of sales and marketing, efficient lead management is crucial for ensuring a smooth and streamlined conversion process. A common challenge faced by Salesforce Admins is the need to automatically transition leads from one status to another based on specific criteria. In response to a recent inquiry from the Salesforce Community, a fellow Admin sought guidance on creating a process automation to move Leads from the Marketing Qualified Lead (MQL) status to Nurture after 30 days, while ensuring they are not older than December 31, 2022.
To address the outlined business challenge, Salesforce Admins can leverage the power of process automation through scheduled or record-triggered flows. While the initial setup involved a record-triggered flow for testing purposes, the eventual goal is to implement a scheduled flow for seamless and automated lead management.
In the upcoming sections, we'll delve into the technical aspects of designing and implementing a Salesforce solution that meets the specific requirements outlined by our fellow Admin. From defining the criteria to creating a robust flow, we'll guide you step-by-step to ensure successful automation of the lead transition process.