Natively change Record Types of Person Accounts to Business Accounts and Contacts with an intuitive flow based interface.

1️⃣ Convert Person Account to Business and Contact
2️⃣ Convert Contact into a Person Account
3️⃣ Convert Business Account/Contact to Person Account

Easily convert a Lead from a Flow or Process Builder using clicks not code. When your record meets a condition it will converted automatically – no need to manually convert.

1️⃣ Automatically convert Lead based on Record Criteria
2️⃣ Choose to optionally create a Opportunity on conversion
3️⃣ Match to existing Account or Contact

Make User Licences and Permission Set Licence Tracking a breeze with reports and dashboards.

1️⃣ Easily keep track on your User and Permission Set Licences using custom objects via a simplistic interface
2️⃣ Track usage and report on this using the provided Reports and Dashboard functionalities
3️⃣ Provides the framework to extend using your own reports and automations

Automatically relate Contacts to User Records to effectively manage and report on your Experience Cloud Users

1️⃣ Easily match Contacts to Experience Cloud Users
2️⃣ View User fields at Contact level
3️⃣ See User Email and Contact Email mismatch
4️⃣ Report on Contact and User Data

Automatically reassign a Territory when it’s updated by another process or a user forgets to select the checkbox on a record.

1️⃣ Run Territory Assignment Rules on any update
2️⃣ Trigger Territory Assignment Rules from Flow
3️⃣ Trigger Territory Assignment Rules from Process Builder