Lead Conversion

This JustOn Configurator package adds a flow that moves credit rating data (produced using JustOn SCHUFA Inquiries) from leads to accounts on lead conversion.

This package requires JustOn SCHUFA Inquiries to be installed in your org.

Info

System preconditions:

• JustOn Billing & Invoice Management installed
• Permission set JustOn Additional Fields created (Enabling Access for New Users, step 2)

• State and Country Picklists enabled and configured

• JustOn SCHUFA Inquiries installed

Deploying package

To deploy a configurator package:

1. Log in your target Salesforce org.

2. In the same browser session, open the JustOn Configurator.

   If the link does not work, copy the URL https://juston-configurator.herokuapp.com/.

3. Click Salesforce OAuth2.

   This connects the JustOn Configurator with your current Salesforce session using your current credentials. Make sure that you are connected with the intended user and org.

   

4. Open the relevant tab.

5. Scroll down the list to find the relevant package.

6. Click Deploy.

   This deploys the configuration as described to your org.

   Back in your Salesforce org, make sure to add the deployed components to permission sets as necessary.

Deployed Artifacts

Flow

Lead Account Conversion

Custom Permission

LeadConversion

Permission Set

SchufaLeadConversion

Labels

LeadAccountConversionError (with translations)

Post-Deployment Tasks

1. Assign the SchufaLeadConversion permission set to the relevant users.

   Users who will work with JustOn SCHUFA Inquiries need a JustOn SCHUFA Inquiries license.

2. Check whether the deployed flow is activated in your org.