Intro
In Salesforce, a lead is a potential customer who has shown some interest in a company's products or services, but has not yet made a purchase or become a customer. Leads are typically collected through various channels such as web forms, trade shows, seminars, and other marketing efforts.
In Salesforce, leads are stored in the Lead object, which is a standard object provided by the platform. The Lead object contains a set of standard fields such as name, email, phone number, company, and lead source, as well as custom fields that can be added to capture additional information.
Once a lead is captured in Salesforce, it can be assigned to a sales representative for follow-up. Sales representatives can then qualify the lead based on various criteria such as budget, need, authority, and timeline. If the lead is qualified, it can be converted into an Account, Contact, and Opportunity record, which represent a potential customer in Salesforce's sales process.
Overall, leads play an important role in Salesforce's sales process, allowing companies to track and manage potential customers from initial contact to final sale. By capturing and managing leads in Salesforce, organizations can improve their sales efficiency and effectiveness, and ultimately increase their revenue.
Required Fields
- Last Name
- Company
- Lead Source
Overview
Q&A
What are the advantages of using leads?
Using leads allows your company to maintain two separate lists - one for prospective customers and one for existing customers. You can store your prospects as leads, and then once a lead becomes qualified, you can convert it to an account, contact, and, optionally, an opportunity.
Leads are especially useful if your company has two separate teams - one that handles lead generation and mass marketing and one that handles sales. The lead generation team can concentrate their work on the Leads tab, and the opportunity team can use the Account, Contact, and Opportunity tabs.
Can I automatically email leads that come from my website?
Yes. You can create auto-response rules to email these prospects using templates that vary based on criteria that you set up.
Can I capture leads from multiple web pages?
Yes. Insert the generated HTML code into the web pages from which you want to capture leads. Whenever someone submits information on any of those web pages, a lead will be created.
Can I convert existing accounts or contacts into leads?
No. As an alternative, create an opportunity for the account or contact. If you prefer to use a lead, create a report containing the accounts or contacts you want to convert into leads, export them, and then import them as leads.
How are lead fields mapped to other fields during conversion?
When you convert a lead, data in standard lead fields is transferred into standard account, contact, and opportunity fields. For custom lead fields, the data is mapped to custom account, contact, and opportunity fields as specified by your admin.
Any standard lead picklist fields that are blank inherit the default picklist value for accounts, contacts, and opportunities. If you use record types, all records created during lead conversion adopt the default record type for the owner of the newly created account, contact, and opportunity.
How many leads can we capture from our website?
In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, you can capture up to 500 leads in a 24–hour period. If your organization exceeds its daily Web-to-Lead limit, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the additional lead information. If your company regularly exceeds the Web-to-Lead limit, click Help & Training at the top of any page and select the My Cases tab to submit a request for a higher limit directly to Salesforce.
