Salesforce automation
Making lead conversion a bulk operation
Custom Apex triggers and classes automated 5,000+ Lead-to-Contact conversions, linking contacts to the appropriate school accounts.
Faria Education Group · October 2023–May 2026
The problem
Converting Leads could create duplicate records when the person or institution already existed in Salesforce as a prospect. A backlog of unconverted Leads and duplicate school records made the CRM harder to trust.
My contribution
I exported Lead data and compared personal and institution details with existing Salesforce records. The output categorised records as new, existing or unclear. I introduced custom fields identifying the intended account and a workflow routing conversion requests through our team, then built Apex triggers and classes to support bulk processing through Data Loader.
The outcome
More than 5,000 Leads were automatically converted into Contacts linked to the appropriate schools. This was part of a broader cleanup of duplicate records and a revised conversion workflow designed to prevent repeat duplication.
Let’s talk about your data.
I’m interested in work that connects reliable data, useful reporting and practical automation.
Get in touch