Salesforce lead to opportunity issues
Hi all, I’m looking for some people who are working with Salesforce as a CRM and their business model has the option for one customer to be interested in multiple products/services, is there anyone that can help (full description down below)? Issue: Our Salesforce environment is built in a non-standard way because we want to create as low as possible opportunities that we will lose. Therefore we create multiple duplicate leads from one person if they have multiple projects because our reporting is done on the amount of Closed Lost & Closed Won opportunities. These duplicate leads are an issue if we have person-specific details, like GDPR preferences,… After some digging, we haven’t found any Salesforce standard object that could help us in this way. Down below you’ll find a flow on how we think it should work. https://drive.google.com/file/d/1YjPTJUu7K0nCYVZ6JOIsHJcNEhd4hTrY/view?usp=sharing Let me know if you can help or have the same issue! Thanks submitted by /u/Florent-Lesage [link] [comments]