In this Salesforce tutorial, we will understand how to create or add lead source in Salesforce Lightning as well as the Salesforce Classic edition.
- Introduction to Lead Source in Salesforce
- How to create Lead Source in Salesforce Lightning
- How to create Lead Source in Salesforce Classic
Introduction to Lead Source
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 may make data-driven decisions about how to spend their resources and budget by tracking the lead source and analyzing the quality and conversion rate of leads from various sources.
With this data, reports and dashboards may be made to evaluate the effectiveness of various marketing and sales strategies.
How to create Lead Source in Salesforce Lightning
Here we will discuss the steps using which we can create lead source in Salesforce Lightning.
Step-1: First, log in to your Salesforce account and open the Home Setup page by clicking on the gear icon (⚙️) > Setup option.
Step-2: From the Home Setup page click on the Object Manager option. This will open the Setup page for the Object Manager.
Step-3: From the list of objects select the Lead object. This will open the Object Manager page for the Lead object.
Step-4: Once the Object Manager page will open, click on Fields and Relationships option given in the left-side menu.
Step-5: After this, from the list of Field Names, click on the Lead Source fields name. This will open the detail page for the Lead Source field in Salesforce.
Step-6: From the next page, click on the New button given under the “Account/Lead Source Picklist Values” section.
Step-7: Next, once we click on the New button, it will ask to specify new Picklist values for Lead Source. Here we can specify the picklist value and click on the Save button.
In our example, we added “Etsy USA” as the picklist value.
Step-8: Once we click on the Save button, it will add a new lead source in Salesforce Lightning.
So, in this section, we have understood how to create or add lead source in Salesforce Lightning edition.
Read Lead Assignment Rule in Salesforce
How to create Lead Source in Salesforce Classic
In this section, we will explain the steps using which we can create a lead source in Salesforce Classic. These steps are listed below.
1: First, log in to your Salesforce account and open the Setup page. For this, click on the Setup option given in the top-right corner.
2: After this, from the left-side menu, expand Customize option and then expand the Leads option.
3: After expanding Leads, we need to click on the Field option. This will open the Leads Field page where all the Lead Fields will be listed.
4: Next, from the list look for the Lead Source option and click on it to open it in Salesforce Classic. This will basically open the Lead Field page for Lead Source.
5: On the next page, click on the New button given under the “Account/Lead Source Picklist Values” section.
6: Next, once we click on the New button, it will ask to specify new Picklist values for Lead Source. Here we can specify the picklist value and click on the Save button.
In our example, we added “USA Northeast” as the picklist value.
7: Once we click on the Save button, it will add a new lead source in Salesforce Classic.
So, in this section, we have illustrated how to create or add a lead source in the Salesforce Classic edition with an example.
Conclusion
So, 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.
Here is the list of topics that we discussed in this tutorial.
- Introduction to Lead Source in Salesforce
- How to create Lead Source in Salesforce Lightning
- How to create Lead Source in Salesforce Classic
You may also like the following salesforce tutorials:
- How to create web-to-lead form in Salesforce
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- How to Add Leads in Salesforce
- How to create Lead Status in Salesforce
- How to create Lead Process in Salesforce
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