Salesforce: How to See Converted Leads скачать в хорошем качестве

Salesforce: How to See Converted Leads

In this video, I am going to show you how you can make converted leads visible… to some users. In Salesforce after a lead is converted the main focus is now the account, contact, and optionally opportunity. After the conversion, the lead is no longer searchable but there is a way around that. You can create a permission set within the permission you will go to “app permissions” and enable “View and edit converted leads”. After doing this, assign it to the users who would like to search for them. Or you can update the profile settings but only if the profile is customizable. Standard profiles in Salesforce cannot be customized. You can also view converted leads in reports if you have the correct report type. Salesforce help doc on view and converted leads. https://help.salesforce.com/s/article... Check out this awesome blog! https://definingaffect.com/ **Timestamp** 00:00 - Intro 00:30 - Lead search and conversion 01:34 - Creating permission set 02:50 - Demo 03:20 - View converted leads in reports 03:54 - Overview of documentation 04:15 - Outro