The customer is a powersports marketplace that connects sellers of used motorcycles, ATVs, dirt bikes, and side-by-sides with buyers. They needed to automate lead follow-up in Salesforce Sales Cloud because lead fields were not auto-updating when customers submitted vehicle details, and teams were sending emails and texts manually. 

In this case study, you’ll learn how we: 

• Built Salesforce Flow Builder lead routing to standardize lead intake and assignment  

• Automated field updates when customers submitted bike, ATV, or vehicle details  

• Configured Salesforce automated SMS email lead follow-up for reminders and missing information  

• Added validations to improve lead quality and reduce manual errors