PlatformZoe
Salesforce opportunities, accounts and leads join cases
Zoe works with Salesforce opportunities, accounts and leads the way she already worked with cases: find, preview, create and update them, convert a lead, and search across all four record types at once.
Converting a lead into an account, contact and opportunity is a single request, and the approval card lists exactly what will be created or merged before you confirm it.
Two org-wide lookups cover questions the record tools do not: a read-only query across related records, and a text search spanning all four types. Your queue still lists cases only; previews, detail and updates work for every type.