LeadSalesAutomation

Overview

LeadSalesAutomation is a Salesforce-based project designed to automate the lead sales qualification process, streamline contact management, and enhance support ticket handling. The automation leverages Apex triggers, Salesforce Flows, Workflow Rules, and metadata configurations to provide a secure, efficient, and scalable CRM solution.

This project enables organizations to:

• Automatically score and qualify leads based on engagement.
• Trigger email alerts and task assignments for qualified leads.
• Convert qualified leads into contacts and accounts seamlessly.
• Manage support tickets with automated assignment and SLA-based escalation.
• Enforce strong security policies and auditing within Salesforce.

Features

• Lead Qualification Automation

  • Custom fields Lead Score and Qualification Status on Lead object.
  • Apex trigger to calculate lead scores dynamically based on user activities such as email opens and web visits.

• Email and Task Automation

  • Workflow rules and email alerts to notify sales teams when leads are qualified.
  • Automatic task creation for follow-up actions.

• Contact Management

  • Salesforce Flow automates lead-to-contact/account conversion.
  • Apex invocable classes used for flexible conversion processes.

• Ticket/Case Management

  • Customized Case object with priority, status, and assignment fields.
  • Assignment rules to route cases based on priority.
  • Apex trigger to automatically escalate unresolved cases based on SLA criteria.
  • Automated email notifications sent to assigned agents upon case reassignment or escalation.

• Security

  • Multi-Factor Authentication (MFA) via Permission Sets.
  • Salesforce Health Check configuration for compliance.
  • Audit Trail and Field History Tracking enabled on critical objects.
  • Strong password policies enforced.

Installation & Setup Instructions

1. Prerequisites

   • Salesforce CLI installed (SFDX Setup Guide)
   • Visual Studio Code installed with Salesforce extensions
   • Access to a Salesforce Developer Org or Sandbox

2. Clone the Repository git clone https://github.com/yourusername/LeadSalesAutomation.git cd LeadSalesAutomation

3. Authorize Your Org sfdx force:auth:web:login -a DevOrg

4. Deploy Source Code to Salesforce Org sfdx force:source:push -u DevOrg

5. Assign Permission Sets & Configure Security

• Assign necessary permission sets for access to new metadata and automate MFA via Salesforce Setup.
• Review and complete Salesforce Health Check.

6. Configure Email Deliverability

• Ensure email deliverability is enabled in your Salesforce Org settings for notifications.

7. Test Automation

• Create test Leads and check if scoring and qualification update automatically.
• Verify email alerts and task creation upon qualification.
• Create test Cases and validate automatic assignment and escalation.

Usage

• Lead Qualification: Leads entered or imported are automatically scored and qualified with engagement-based rules.
• Notifications: Stakeholders receive email alerts on lead qualification or case assignment.
• Contact Automation: Qualified leads auto-convert to contacts/accounts without manual intervention.
• Ticket Management: Cases are routed and escalated automatically to meet SLA requirements.

Repository Structure

/force-app/main/default /aura # Aura Components (if any) /classes # Apex Classes /flows # Salesforce Flow Definitions /objects # Custom Object definitions and fields /triggers # Apex Triggers /permissionsets # Permission Set configurations /emails # Email Templates /workflows # Workflow Rules and Email Alerts

Contact

For questions or support, please contact:
Rohan Soni
Email: rohansoni457@gmail.com
GitHub: https://github.com/Rohansoni45

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Thank you for using LeadSalesAutomation!