Auto Lead Conversion

Auto Lead Conversion feature allows users to perform mass lead conversion operations automatically. When enabled, the app will automatically convert duplicate leads to contacts based on the strategies you configure.

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Similar to Auto Merge: Auto Lead Conversion uses the same master record and field value strategies as Auto Merge. The main difference is that Auto Lead Conversion is specifically designed for converting leads to contacts, and includes additional conversion-specific options described below.

Master Record Definition

The Master Record Strategy determines which lead or contact becomes the master contact record during conversion. The master record is the one that will be kept, and all other duplicate records will be merged into it.

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For detailed descriptions and recommendations for each Master Record Strategy, see the Auto Merge - Master Record Definition section.

Master Record Strategy	Description	When to Use
Newest Date	Takes a date field and chooses the record with the newest one.	When you have a date field (e.g., Last Activity Date) that indicates which record is more current
Oldest Date	Takes a date field and chooses the record with the oldest one.	When older records are more valuable (e.g., keeping the original lead)
Specified Field Values	Looks for a record with the value you specify based on priority. Accepts blanks.	When you want to prioritize specific field values (e.g., prioritize "Active" status over "Inactive")
Most Complete	The record with the most populated field values wins. If multiple records have the same amount of populated fields, the last modified record wins.	When data completeness is the priority - keeps the record with the most information
Most Attachments	The record with the highest amount of related notes, attachments, Google Docs, or files wins. If multiple records have the same amount of populated fields, the last modified record wins.	When records with more attachments/files are more valuable

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Note: The Flow and Maximum Number strategies available in Auto Merge are not available for Auto Lead Conversion.

Fallback Strategy

The Fallback Strategy is applied when the primary Master Record Strategy cannot determine a master record. This ensures that a master record is always selected, or that the conversion is skipped if that's your preference.

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For detailed descriptions and recommendations for each Fallback Strategy, see the Auto Merge - Fallback Strategy section.

Fallback Strategy	Description	When to Use
Newest Last Modified Date	The record with the most recent Last Modified date wins.	Default choice - keeps the most recently updated record
Oldest Last Modified Date	The record with the least recent Last Modified date wins.	When you want to preserve the original record
Newest Created Date	The record with the most recent Created Date wins.	When creation date is more important than modification date
Oldest Created Date	The record with the least recent Created Date wins.	When you want to keep the first created record
Do Not Convert	Convert does not happen.	When you want to review duplicates manually if the primary strategy fails

Conversion Options

These options are unique to Auto Lead Conversion and control how leads are converted to contacts. They are not available in standard Auto Merge.

Blank Account Strategy

When converting a lead to a contact, you need to specify an Account. This strategy determines what happens when the Account field is blank on the lead.

Blank Account Strategy	Description	When to Use
Do Not Create Account	The strategy doesn't create a new account record when it's blank. Lead conversion fails when the account is blank.	When you require an account to be specified and don't want automatic account creation
Use Existing Account	The strategy assigns the account which the user selected when the account is blank.	When you want to manually select an account for leads without accounts

Opportunity Strategy

This strategy controls whether opportunities are created during lead conversion.

Opportunity Strategy	Description	When to Use
Do Not Create Opportunity	The strategy doesn't create a new opportunity record.	When you don't want to create opportunities automatically (default)
Create New Opportunity	The strategy uses the value of the "Take Opportunity Name From Lead's" field as the name of a new Opportunity record.	When you want to automatically create opportunities from converted leads

Converted Status

The Converted Status option sets the lead status value for a converted lead. This helps track which leads have been successfully converted.

Field Value Definition

After the master record is selected, you need to decide how to populate each field in the master contact record. The Field Value Strategy determines how values from duplicate leads and contacts are combined into the master record.

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For detailed descriptions and recommendations for Field Value Strategies, see the Auto Merge - Field Value Definition section.

Field Value Strategy	Description	When to Use
Take From Master	The master's fields stay untouched. Values from duplicate records are not used.	When master record values should always be preserved (default behavior)
Take Any When Master Blank	When the master's field is empty, the most recent non-empty value is assigned. The LastModifiedDate field is used to find the most recent record.	When you want to fill in missing data in the master record from duplicates

Overridden Field Value Strategies

For specific fields, you can override the default Field Value Strategy with a custom strategy. This allows you to apply different logic to different fields based on your business requirements.

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For detailed descriptions and recommendations for all Overridden Field Value Strategies, see the Auto Merge - Overridden Field Value Strategies section.

Overridden Field Value Strategy	Description	Best For
Take From Master	The field's value is taken from the master.	Default - preserve master values
Take Any When Master Blank	When the master's field is empty, the most recent non-empty value is assigned.	Filling missing data
Most Common	The value which appears the most times wins.	Fields like Industry, Type, Status
Newest Last Modified	The value is taken from the record which was last modified.	Keeping most recent information
Oldest Last Modified	The value is taken from the record which is the oldest modified.	Preserving original information
Newest Last Created	The value is taken from the record which was last created.	When creation date matters
Oldest Last Created	The value is taken from the record which is the oldest created.	Preserving original creation data
Maximum Number	The value with the highest number wins.	Revenue, Quantity, Count fields
Minimum Number	The value with the lowest number wins.	Price, Cost fields (sometimes)
Longest Text	The value with the most characters wins.	Description, Notes, Comments fields
Shortest Text	The value with the least characters wins. Empty value is not considered.	Abbreviations, Codes
Combine Values	All values are joined together. Duplicates get removed. Empty value is not considered. Semicolon is a delimiter.	Multi-select picklists, Tags
True Over False	True is set to the master when there is a record with True value.	Checkbox fields (prefer True)
False Over True	False is set to the master when there is a record with False value.	Checkbox fields (prefer False)
Newest Date	A date with the most recent value wins.	Date fields (keep latest)
Oldest Date	A date with the least recent value wins.	Date fields (keep earliest)

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Note: The Flow strategy available in Auto Merge is not available for Auto Lead Conversion field value strategies.

Consider Blanks

There is a toggle that allows processing of empty values. When it's active, an empty value can be taken as the master; otherwise, empty values are not considered. Applicable for Most Common, Newest Last Modified Date, Oldest Last Modified Date, Newest Created Date, Oldest Created Date strategies.

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Auto lead conversion feature does not allow lead conversion into account yet.