SFDO-Community-Sprints/AutoLeadConvert

A space for sharing info on automatic lead conversion based on criteria in NPSP/HEDA

2019 April 04 Amsterdam

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Team Members:

• Jesse Hoosemans (Project Lead) - hooseman@unhcr.org or mail@jessehoosemans.com @Jessman
• Ronak Mehta
• Sjorerd Woltjer
• Frank Van 't'Ende
• Kevin Swiggum

Project Overview:

• Auto Lead Convert

• Project Summary

  • Auto Lead Conversion based on conditions or directly via Flow (invocable Apex) or SOAP API
  • The community can itulize the Lead obejct more. Specialy in a B2C situaton where Lead conversion can not be done manualy
  • How could this project be distributed into the Community? ie, private blog, new How-To Guide, a new or updated existing HUB Article, new Open Source App or Component, etc.

What have you accomplish during this sprint?

• Gen Functioanlity: https://github.com/SFDO-Sprint-2019-Amsterdam/AutoLeadConvert/blob/master/Documentation/General%20Functionality
• General-Considerations: https://github.com/SFDO-Sprint-2019-Amsterdam/AutoLeadConvert/blob/master/Documentation/General-Considerations-Jesse
• Raw Notes: https://github.com/SFDO-Sprint-2019-Amsterdam/AutoLeadConvert/blob/master/Documentation/Raw%20Notes

What else needs to be done before you can share this project with the Community?

• We've created core Functionality, but now more use cases need to be defined
• Architechting and Developing the solution
• Providing Project Management, Solution Architecutre, Business Analysts and Developer resources