Open-source utilities for Salesforce.com developers
We’re dedicated to providing tools for Salesforce developers in an ever-changing world of sales so we’ve committed to open-sourcing the majority of our Salesforce code.
Read more in our blog post.
- Leads auto-assigning to existing Lead Owners. Sally the salesperson owns Leads from
acme.com. When another Lead with an email*@acme.comis created, it's auto assigned to Sally. - Leads auto-converting to existing Accounts. Roger the rep owns an Account with the custom field
Email Domainset toacme.com. When a Lead with an email*@acme.comis created, the Lead is converted to the existing Account and assigned to the existing account Owner.
- This supports multiple domains with a simple comma delimiter, e.g.
acme.com,acme.co,acme.io,. - You'll notice the field is always suffixed with a
,character via a Workflow/Field Update to standardize the required queries.
- In addition to Lead Utilities, we include a basic Mock-like class for easier testing (We know that's your favorite part of Force.com.)
For your convenience, we've created an unmanaged package with all the components. You can install to Production or install to Sandbox.
- Add this code to your sandbox environment using your favorite IDE or the web-based Developer Console. We like MavensMate.
- Adjust as necessary based on your existing triggers (e.g. if you already have a Trigger for leads, reference the provided classes in your existing Trigger).
- Deploy using change sets best practices.
Once installed, automatic lead conversion will only occur for Accounts with the populated Email Domain field. (We've purposely left final task for you because we know each organization is unique.) As always, we suggest doing this in bulk.
Please use GitHub Issues to explore planned features, recommend new components, or help contribute.
98% Code Coverage.
See our CONTRIBUTING guidelines.
We're former sales ops, sales leaders, and sales engineers. In addition to maintaining this repo, we're building a new workspace for salespeople. Learn more at getpattern.com.
MIT