Pattern Salesforce Tools
Open-source utilities for Salesforce.com developers
Background
We know it’s hard to manage sales operations. We built the sales engine that took Wildfire from 0 to 300 salespeople and $0 to $50M ARR. And like you, we needed to route our lead funnel, de-dupe our account lists, and enforce global processes all on our own. To fix that, we’re committing to open-sourcing the majority of our Force.com code.
We hope these tools help other Salesforce developers grow their sales teams, and we encourage everyone to contribute and improve this shared resource.
Read more in our blog post.
Components
- Leads auto-assigning to existing Lead Owners. Sally the salesperson owns Leads from
acme.com
. When another Lead with an email*@acme.com
is created, it's auto assigned to Sally. - Leads auto-converting to existing Accounts. Roger the rep owns an Account with the custom field
Email Domain
set toacme.com
. When a Lead with an email*@acme.com
is created, the Lead is converted to the existing Account and assigned to the existing account Owner. This supports multiple domains with a simple comma delimiter, e.g.acme.com,acme.co,acme.io
.