Print Friendly and PDF
Follow

Salesforce: Automating Creation of Contacts When Moved

Purpose: Using Salesforce.com Process Builder to activate the Leadspace flag of 'moved'.

The flow below shows how Leadspace users could leverage process builder and Leadspace data to automate rules and workflows to automatically create a new lead for an existing contact that has been identified as moved, as well as alert the owner to the fact their contact moved.

Go to Setup/ Workflow & Approvals/ Process Builder, and click "new".

PB1.png

Select the object to update, and choose "When a record is created or updated"

2.png 

Criteria #1 - When contact is moved, and Leadspace was able to tag the company to which they moved.

The fields in criteria are "LS Verified = Moved" and "LS Company <> null"

3.png

Click save, and "Add Action"

555.png

Select_Records_to_Update.png

Update title to "No Longer there"

5.png

 

Add  action

8.png

Create a new Lead for the contact, with the new company. use Leadspace fields as reference, as well as making sure that validation requirements are met (if such exist).

6.png

 

Add another criteria, for contacts Leadspace tagged as moved, but was unable to tag with the new company

9.png

Select "Update Records"

10.png

Select the contact that started the process

12.png

44.png

In addition, you may want to add action, and post to chatter to notify the account owner.

14.png

Click save, and "Activate".

Done. Moved contacts will now be tagged as moved.

Was this article helpful?
2 out of 2 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.