In Salesforce lead management, it is crucial to identify the source of leads. With the lead source, we can know whether the lead is coming through ads, referrals, events, or social media.
Recently, we got a requirement to add one more value to the Lead Source picklist field. The sales team wanted to track leads from a new marketing campaign, but the default picklist didn’t have that option.
In this Salesforce tutorial, I will explain how to create or add a lead source in Salesforce.
What is Lead Source in Salesforce?
The term “Lead Source” in Salesforce is generally utilized to describe the channel or origin by which a lead or potential client is found. It may be a website, a recommendation, a commercial, a trade show, or any other marketing or communication tool.
The Lead Source field in Salesforce is crucial since it enables the sales and marketing teams to identify which channels or campaigns are generating the most leads and which ones aren’t.
This allows both teams to concentrate their efforts on the best lead-generating techniques and adjust the marketing and sales procedures as necessary.
Salesforce users can make informed decisions about resource allocation by tracking lead sources and analyzing the quality and conversion rates of leads from various sources.
Create Lead Source in Salesforce
In the steps below, we will discuss the methods to create a lead source in Salesforce Lightning.
- First, log in to your Salesforce account and open the Setup page by clicking on the gear icon (⚙️) > Setup option.
- From the Home Setup page, click on the Object Manager option.
- From the list of objects, select the Lead object. In the Leads setup, click on the Fields and Relationships option in the left-side bar.
- After this, from the list of fields, click on the Lead Source. This will open the detail page for the Lead Source field in Salesforce.
- From the next page, click on the New button given under the “Account/Lead Source Picklist Values” section.
- Enter the name of the new lead source. In this example, I will add the value New Marketing Campaign to the lead source.
- If you have created record types, select the checkboxes to add new values to the picklist values of those record types, then click Save.
Once we click on the Save button, it will add a new lead source value in the Lead object.
To view the created lead source, create a new lead, or edit an existing lead. In the picklist field Lead source, the new value will be visible.
This way, we can create or add values to the lead source picklist field in Salesforce Lightning.
Conclusion
In this Salesforce tutorial, we have covered how to create or add a new Lead Source to an existing Lead Source in Salesforce. Moreover, we have covered this topic for both Salesforce Lightning and Salesforce Classic editions.
You may also like the following Salesforce tutorials:
- How to create web-to-lead form in Salesforce
- How to Add Leads in Salesforce
- How to create Lead Process in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
