The "WHERE Clause for Auto-Conversion" feature enables the ability to auto-convert only a subset of your Leads that are matched to an Account.
The feature works by enabling you to write the "WHERE" portion of a SOQL query on Lead.
What are some use cases with examples?
- Only auto-convert Leads that match to Accounts where "Type" equals "Customer" or "Partner"
- (algnlta__Matched_Account__r.Type = 'Customer' OR algnlta__Matched_Account__r.Type = 'Partner')
- Only auto-convert Leads that sales is actively working
- LastActivityDate = LAST_N_DAYS:7
- Only auto-convert Leads that match our "Ideal Persona" where "Ideal Persona" is a checkbox formula field
- Ideal_Persona__c = TRUE