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CRM & Systems
Custom Development

B2B Sales Organization

B2B Sales Operations

Technology Stack

Salesforce ApexSOQLData LoaderQueueable AutomationProcess AutomationCRM Data StrategyDebug Logs

Key Highlights

Built and deployed Queueable automation for automated lead conversion preventing duplicate Accounts

Standardized Company Domain field for 230,000+ legacy leads using automated scripts

Developed custom Apex class AutoConvertRelatedLeadsQueue to convert related leads to single Account

Prevented race conditions and partial failures in bulk conversion operations

Exported and cleaned hundreds of thousands of leads to ensure data quality

Scripts auto-generated Company_Domain__c field from Email addresses for all legacy records

Imported clean data without altering existing ownership assignments

Validated solution in Sandbox with real rep scenarios before Production deployment

Live Production success with test companies confirming zero duplicate creation

Implemented error handling and domain-tracking improvements for edge cases

Passed code coverage requirements and validated deployment via Sandbox to Production

Enabled logging, testing, and reporting for ongoing monitoring and improvements

Automatically handles new and existing leads going forward with scalable architecture

Enforced data cleanliness by design preventing future duplicate Account creation

Ready for results like these?

Let's discuss your challenges and map out a solution that delivers measurable impact.