What is a lead in Salesforce? The function of the lead object and basic usage
Posted: Wed Dec 04, 2024 6:31 am
Using the Salesforce "Lead" object, you can efficiently manage data on potential customers. Learn about the useful features and usage of the Lead object to help with your marketing and sales activities.
This page provides a detailed explanation of the basic functions of Salesforce leads and the benefits of using them.
What are Leads in Salesforce?
Salesforce has a standard object called "Lead."
A lead is a marketing term meaning a "prospective customer," and refers to an individual or company who has not yet made a purchase but has an interest in a product or service and has the potential to become a customer in the future. For example, this would include someone with whom you exchanged business cards at an exhibition or someone who requested information from your company's website.
The Salesforce lead object is where you register information about leads that should be approached in the future.
What you can do with the Salesforce Lead object and basic usage
Here, we will look at what you can do specifically with the lead object. There are three basic ways to use it:
Save information entered in a web form
Merge duplicate lead information
Create Account/Opportunity records from leads
Each of these is explained in detail below.
Save information entered in a web form
Salesforce has a function that automatically saves job seekers phone number list information entered into a web form to a lead object. For example, if a request for downloadable materials is made on your company's website, you can set it up so that the information entered there, such as the email address and company name, is automatically registered in the lead object. This is done using the " Web-to-Lead " function, which will be described later.
There is also a "Web-to-Case" function similar to "Web-to- Lead" . This is a function that automatically registers information entered in a web form to a "Case" object. A case is an object for managing inquiries, and if the web form is for accepting inquiries about product failures or problems, it is a good idea to set it up so that it is automatically saved to a case rather than a lead.
What is Salesforce Web-to-Case? How to enable it and create a form
One of the features used when creating a web form in Salesforce is "Web-to-Case". This page explains what you can do with Web-to-Case and how to set it up in detail. Salesforce...
Merge duplicate lead information
It is also possible to merge records that appear to have duplicate content. For example, if you register the information of a person you exchanged business cards with in the Lead object, and that person then requests information from a web form created with Web-to-Lead, the same person will be registered as two separate leads.
To prevent this kind of duplication, Salesforce automatically displays a merge suggestion when information that appears to be a duplicate is added to the Lead object.
Once you've reviewed the proposals and determined there are any duplicate entries, you can easily merge and organize the lead information.
Create Account/Opportunity records from leads
There is a function called "Start Transaction" that allows you to easily create records in "Account" and "Opportunity" objects based on the information registered in the Lead object . Once you have actually started a business negotiation with someone registered in the Lead object, click the "Start Transaction" button on the lead screen.
This page provides a detailed explanation of the basic functions of Salesforce leads and the benefits of using them.
What are Leads in Salesforce?
Salesforce has a standard object called "Lead."
A lead is a marketing term meaning a "prospective customer," and refers to an individual or company who has not yet made a purchase but has an interest in a product or service and has the potential to become a customer in the future. For example, this would include someone with whom you exchanged business cards at an exhibition or someone who requested information from your company's website.
The Salesforce lead object is where you register information about leads that should be approached in the future.
What you can do with the Salesforce Lead object and basic usage
Here, we will look at what you can do specifically with the lead object. There are three basic ways to use it:
Save information entered in a web form
Merge duplicate lead information
Create Account/Opportunity records from leads
Each of these is explained in detail below.
Save information entered in a web form
Salesforce has a function that automatically saves job seekers phone number list information entered into a web form to a lead object. For example, if a request for downloadable materials is made on your company's website, you can set it up so that the information entered there, such as the email address and company name, is automatically registered in the lead object. This is done using the " Web-to-Lead " function, which will be described later.
There is also a "Web-to-Case" function similar to "Web-to- Lead" . This is a function that automatically registers information entered in a web form to a "Case" object. A case is an object for managing inquiries, and if the web form is for accepting inquiries about product failures or problems, it is a good idea to set it up so that it is automatically saved to a case rather than a lead.
What is Salesforce Web-to-Case? How to enable it and create a form
One of the features used when creating a web form in Salesforce is "Web-to-Case". This page explains what you can do with Web-to-Case and how to set it up in detail. Salesforce...
Merge duplicate lead information
It is also possible to merge records that appear to have duplicate content. For example, if you register the information of a person you exchanged business cards with in the Lead object, and that person then requests information from a web form created with Web-to-Lead, the same person will be registered as two separate leads.
To prevent this kind of duplication, Salesforce automatically displays a merge suggestion when information that appears to be a duplicate is added to the Lead object.
Once you've reviewed the proposals and determined there are any duplicate entries, you can easily merge and organize the lead information.
Create Account/Opportunity records from leads
There is a function called "Start Transaction" that allows you to easily create records in "Account" and "Opportunity" objects based on the information registered in the Lead object . Once you have actually started a business negotiation with someone registered in the Lead object, click the "Start Transaction" button on the lead screen.