Advanced Salesforce Lead Management

Project Description

Advanced Salesforce Lead Management – Project Summary

This was an extensive Lead Management project in Salesforce. In involved creation of lead records through an external system integration, send bulk email to leads, add them in different campaigns based on criteria on different fields, create cases for leads on particular events, assign to different sales person based on field values etc. Extensive user of Salesforce triggers, workflow rules, process builder, apex and approval processes.

Technical Components

Apex, Salesforce, Workflow rules, Process builder, Approval processes
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