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Automated lead conversion in UAE

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Automated lead conversion in UAE

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Hello friends welcome back to my channel this is Vijay Kumar admin and founder of w3wave.net friends today we are going to learn how to Elite convert into account contract and opportunity automatically whenever creating a lead this will be converted automatically upon contact and lead in this scenario we will use a text class trigger and process Builder so let's get a start for example suppose that I am creating a lead so clicking on new button fill all of the mandatory field the test lead Kumar test call yes this mean the triple status is mandatory field so perhaps one things phone number is required because I write a trigger on phone number so I am putting phone number this phone number after converting this lead into account quantitative opportunity this phone number will be automatically populated into contact and account and opportunity as well so I write a trigger a basis on the phone number so you must put into phone number if you creating a lead so I fill all of the mandatory field and also fill the phone number then I am creating a save button created yes you can see now after creating a lead contact has been created and redirect you into the content automatically so as you can see this is the phone number that's just I write on and this is a test score either come account name and this is the first name last name this is a name content of the customer last name so as you can see the context and account has been created automatically if you go into the account the phone number automatically populated and if you go into the accounts related list as you can see the contact and opportunity has been created automatically from lead so in this scenario it is working fine as you can see contact one contact and one opportunity and this is the account so this is converted from lead to account contact and opportunity usage of Apex plus table so now I am moving to the coding part so friends I this coding already I apply on this article of w3bf.net so I will provide this article URL in the part of the description in this video so if you achieving this scenario first you need to follow all of the steps as per this article there are two steps in the article step one and step two ing to the step one we need to create test class controller and a step 2 we need to clear a flow Builder so this attach class controller will be applied into the flow Builder so friends you must keep in mind whenever click creating apps plus trigger the other invertible method right must because if you don't write a delete inverter method this controller will not apply into the process Builder so keep in mind list listed of the invercon method can only apply into the process Builder so on this icon it will open a new window copy the code go to the developer console of your org paste here I already created this type of file name in my system so I do not need to create again and again same file you need to create a same file name as per this article let convert Auto controller and copy all of the code and paste then save it so I am saving This Record saving this file here file has been saved successfully then go to the Step 2 ing to the article Step 2 we need to create a flow Builder so go to the flow this is the flow HP as you can see I write down this flow on lead object and in this Pro the phone number as mandatory which as you can see as you can see phone is is not empty that means if you creating a scenario this phone number you must feel so if you're creating a flow phone number must put because this trigger will fire if phone number not empty after that I create a press class action this FS class action calling into the this exam and if you clicking on the capex class action you will get lead convert Auto controller this aptx class this affects class controller apply into the flow action after completed both of the steps you need to save and activate this flow after activating this flow you will we get successfully into converting lead from account content and opportunity so friends I will provide this article Link in the part of description you will get all of the code easily try from your side if you getting anything any issue then click comment in this video so I will help you and for further new class you can subscribe my channel and press Bell icon thank you so much you will hate always technical in this Channel North your gun so I will provide all of the technical coding and not roadcon so you must subscribe his channel and press the Bell icon thank you so much if you get anything any issue write in comment box thank you so much

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