Are you tired of losing the information of old lead records? Whenever we merge the leads in Salesforce, we lose the records of old leads, and with that, we also lose some important data. Today, we are here to make things a lot easier for you all. To overcome this challenge of losing data, we created a simple automation process to store the lead’s records.
To achieve this, we created a new custom object and required field. Also, using process builder, we automated the process on the update of any required field. To learn more about this solution, keep on reading this blog and see the relevant screenshots.
Steps>
Firstly, you will have to create fields to store the old and new record values of ‘Lead Source Field.’ Then, you have to create the object ‘Lead History.’ Create the fields Existing Lead source, New Lead source and Lead(lookup), etc. After that,
1.Create Process Builder, Select object that is ‘Lead.’
2. Then, define Criteria
3. Lastly, define Action
Conclusion
Capturing old lead records after merge in Salesforce just got easier! We hope that this blog was helpful for you. If you try out this solution, then do share your experiences with us. Also, follow us on our social media platforms to stay updated with Salesforce. We will be back with another life-saving blog that will make your work a lot easy.
Till then, Happy Learning! 🙂
