Effortlessly Mass Convert Leads with airSlate SignNow

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Hi and welcome to Blu Tiger Academy! Today  we're going to learn how to further configure   the free AppExchange package called Relate Leads  to Accounts. This package allows you to automate   the relation of a Lead to an Account. What  it does is it looks for a match between the   lead's email address domain and the account's  website domain and automatically links the lead   to the account. If you have not installed this  package or completed the configuration steps,   then you will need to watch the Relate Leads  to Accounts video and complete everything in   there before you'll be ready to  complete the steps in this video.  All right, let's get started! We're going to  add some additional features for our users.   Here we are in our developer sandbox, we're  looking at an account record. This account   record already has two leads related to it. One  of our users has asked us to add an additional   feature that will allow them to automatically  convert these leads to be contacts underneath   this account. We're going to go ahead and add  this button for them. In this AppExchange, we have   a Custom Convert button that can be added to the  leads related list. I'm going to go into Setup and   I'm going to set up a new Lightning Record page  for the Account record. If you look over here,   we have the Leads related list and if we added the  button the user wouldn't be able to check which   leads they want to convert because you cannot  select which leads you want to convert. You don't   have to convert them all. We're going to have to  convert this record page to use what's called an   Enhanced Related list. In order to do that we  have to create a new Lightning Record page.   I'm going to click New here and I'm going to  go ahead and set up one that's in a format that   in my experience users have often  preferred especially on the account record. We're going to give it a label and we're  going to choose the Object = Account. If   you have the Account object changed to a  different name, you would look for that.   Usually the account record  has a lot of fields on it,   so we usually recommend using the header with  the large left side and the right sidebar. Then typically what we'll do we put  the highlights panel on top so when   this refreshes you'll be able to see  we'll put highlights panel up here. Then we do the Record Detail usually here and  then depending on Chatter usage you can put the   Activities and Chatter over on the side  panel. Sometimes people are are heavier   users of Chatter and they would prefer  to have Chatter maybe in a tab over here.   But you can you can decide what you want  to do there. I'm going to call this one   the first tab Activity and then this  one is going to be my Chatter tab. This is the typical setup of what we usually do  and then the last piece is these Quick Links. All right, now we are all set! We've got our  record page set up. I'm going to hit save.   Then we have to activate it. I'm going to assign  this one as the Org Default so everybody's going   to get the same thing. Then I'll click Save  here. We have set up our Lightning Record   page. Now we need to add the button to the  Leads related list on the Account page layout.   You will need to do this for all your Account  page layouts if you're using more than one. We are   going to come down here to the Leads related list  and we will click the wrench icon. We'll click   the plus sign next to buttons you will see in the  available buttons a Custom Convert button. You'll   click OK, click Quick Save and then we should come  over to our Account record here. Click refresh   and if Salesforce is being nice everything will  refresh. Sometimes it takes a couple of minutes.   All right, we have our new layout and then now we  can see the check boxes next to the Lead records.   We can see our Custom Convert button. We're  ready to test this out! I'm going to select   the top check box, so it'll check both of those  and then I'm going to click Custom Convert. We give it a few seconds here and  now we should see the leads move over   to our Contacts. We can see that that  happened! All right, we'll refresh it,   so the numbers in the related lists  are correct. Give it a second here.   All right two contacts, no leads just the way  we like it. That's it, that's the way you Mass   Convert Leads over to Accounts from the account  record. Give your sales reps that functionality! Next we're going to learn how we can  trigger a mass update to all of the   existing leads in our database, so that  we can relate the lead to the account if   the email address domain matches the website  domain. We have to do a couple of steps to   trigger this update to make that relationship  happen for our existing records. Right now,   we're looking at the Blu Ninjas Account record and  we can see that there are no leads related here.   Now I do have two leads that should  be related to the Blu Ninjas Account,   Shaggy and Scooby Doo. If I click on Shaggy,  I can see that the Account field is blank   on this record. Let's learn how we can trigger  this mass update, so that Shaggy will be related   to the Blu Ninjas Account. All right, go to  Setup and then we're going to go to Flows. We're going to find the flow that's called  Lead | Relate to Account by Email Domain Flow.   You're going to click View Details and  Versions and we're going to open this puppy up. We can take a look here and see that there  are no entry criteria for this flow. This   was done on purpose in case you wanted  to add additional actions to this flow.   Then how this flow functions is  it has a decision element here   and what it's doing is it's checking to see if  the record is new. It's checking to see if the   email address does not match the prior value of  the email address, if the email has been changed   and it's also checking to see if the account  lookup field has been changed on the lead.   If any of these criteria are true, then it's  going to send this Lead to the subflow. Then   this subflow is going to perform the automation in  the match that's going to match the lead's email   address domain against the account's website  domain. Now in order to do this mass update we   just want this Lead to skip this entry criteria  and we want it to go straight to the subflow.   We're going to connect the start element right  to the subflow. We'll click Save As and Save. Then you'll get this warning message up here,   that's okay that's just letting you know  that you have an element on the canvas   that's not connected in your flow. You  can close that out and click Activate. Next you're going to need to do an export of  your leads and then we're going to do an import   to trigger the update. Now I always use Data  Loader because it's a free package it's free   software that you can use. If you're not familiar  with how to use Data Loader I'm going to show you   how to do it. You can go to Setup and then you can  type Data Loader into the Quick Find. I will also   place the link down below in the Description.  All right, we're gonna put Data Loader in here. Click there and then you will see links to be  able to download it, help guide, developer guide.   Once you get it installed,  you'll open it up, you'll log in.   We're going to do an Export on the Lead  object and I'll just call it Leadextract.csv Then I just need the Id to trigger an update  we only want to trigger an update to the ones   that have not been converted so we're  going to say IsConverted = False here. We'll add that condition in, we only  want the leads that have an email.   Add Email is not equal to blank. If you want any other fields in your export  feel free to add those in. You can add email,   maybe you want name, company  just to take a look at it.   It's up to you, you can check all  the ones that you are looking for. You click Finish. Then it will export your leads. You can view  it if you want to. I'm just going to click OK.   Now we're going to run an Update on the Lead and  we will choose the file that we just exported. We will click Next this is going to contain our 22  leads. You will click Create or Edit a Map -> Auto   Match Fields. We only need to map the Id, you  don't have to map anything else. Then we'll   click next and finish and then yes. We should see  the update happen, hopefully no errors. We'll hit   OK and that should have triggered the update to  Shaggy and Scooby Doo. Now we will hit refresh. We do see the Blu Ninjas Account record was  populated on Shaggy, let's go check Scooby. We can see Scooby is now there too and we can see  the two leads from the account page. Then we can   use that Custom Convert button if we wanted to for  Shaggy and Scooby. All right, now the last step we   need to do is put the flow back to the way it was.  What you can do here is you can just go back and   we're going to just delete the flow version that  we just created and activate the original one.   We will activate first one and delete  the second one that we created.   Now this flow is back to the way it was with  the decision element included in the flow and   it will control when the flow is going to  fire. All right, so we are all set there. That's it, that's a wrap! Thank you for watching!  If you found this video helpful, be sure to like,   share and subscribe to our channel to  stay updated with our latest content.   Your support means the world to us and it  will help us reach and assist more people   in their Salesforce Journey. Let us know  what you didn't like, what you did like   or other things that you'd love to see from  our channel. Thanks so much! Take care, bye!