Lead to Account Matching

Tag

Lead to Account Matching

Browsing

In Marketing Operations

How to Setup Lead to Account Matching in Salesforce Using Flow

September 27, 2021 5 Mins Read

This is a follow up post to ‘How to Setup Lead to Account Matching in Salesforce Using Process Builder and Flow’There have been new features and capabilities added to Salesforce Flow since the original post was published on May 26, 2020. You can now achieve lead to account matching in Salesforce using Flow only.Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales…

In Marketing Operations

How to Setup Lead to Account Matching in Salesforce Using Process Builder and Flow

May 26, 2020 6 Mins Read

Establishing a connection between leads and accounts can give you insight into what customers are coming in as leads and tighten sales and marketing alignment. Salesforce Flow and Process builder can be used to automatically match leads to existing accounts based on different criteria. In this post, I’ll show you how to match leads to accounts based on domain a well as company/account name.