In Salesforce, Leads are the persons or organizations to whom we are trying to sell our product or services. It simply means every person to whom you advertise your product or service is a lead, it doesn’t matter whether he/she buys it or not.
In Salesforce, Leads are potential customers or organizations to whom you are trying to sell your products or services. They can be manually entered, imported, or collected via Web-to-Lead forms.
In this Salesforce tutorial, we will learn how to add leads in Salesforce Lightning and Salesforce Classic step by step.
What is the Salesforce leads?
In Salesforce, when we enter the client or organization in the database to whom we want to sell the product, we add these clients or organizations as leads. In simple terms, leads are regular buyers to whom you are trying to advertise your products.
Leads include both company and contact information. Lead assignment rules automatically allocate new leads to salespeople as soon as they are created. In Salesforce, we can manually enter, import, or collect leads via Web-to-Lead forms to add them.
So, with this, we have understood leads act as Caterpillar and Contacts as Butterfly in salesforce.
How to Create Leads in Salesforce
If you want to learn how to add a new lead in Salesforce and what information needs to be entered while creating a lead, follow the below-given steps.
1. Click on the App Launcher, search sales, and then select Marketing app.
2. Now, look at the tabs and select Leads.
3. To create a new lead, click on the New button.
4. Now, enter the required fields, such as Last Name, Company, and Lead Status. If you want, you can also use other lead information, address information, additional information, and description information, and we can also assign using the active assignment rule. Finally, click on the Save button.
With this, we have learned to create leads in Salesforce.
Lead Record Type in Salesforce
A lead record type in Salesforce classifies leads according to their traits or qualities.
In this Salesforce tutorial, we will learn why we need a lead record type. Moreover, we will go through the steps to create a lead record type in Salesforce.
Lead Record Types in Salesforce
It is a pre-configured template that establishes the fields, page designs, picklist values, and additional options available while generating and changing lead records.
Businesses can develop various lead record types to tailor the lead-capturing process to fit their sales processes and consumer groups. For instance, a business might have many lead record types for B2B and B2C leads or for leads that come from various marketing sources.
Overall, lead record types provide a powerful way for businesses to organize and manage their leads effectively within Salesforce.
Create Lead Record type in Salesforce
To create a lead record, type in Salesforce, navigate to the Setup page, and follow the steps below.
Note: Please note that before moving forward with the steps to create a new Lead Record Type, we need a Lead Process. However, if you want to create a new Lead Process, you can follow this tutorial: How to create Lead Process in Salesforce.
1. Click on the Setup option –> Select the Object Manager tab.
2. Click on the Lead object. Next, from the left side menu, click on the Record Types option. On the Record Types page, click on the New button. This will open the New Record Type page for the Lead object.
3. Enter the details” section; we need to specify the following fields:
- Existing Record Type: We will keep it as default, i.e., Master.
- Record Type Label: This is used to specify the display name for the record type in Salesforce.
- Record Type Name: This field specifies the internal name for the record type in Salesforce. The name will be utilized internally in Salesforce, such as for API and Apex code.
- Lead Process: This is used to specify the steps or stages a lead goes through in the sales process. For instance, you might have stages like Contacted, New, Qualified, and Closed/Won.
- Description: This concise explanation of the record type can help users understand its functionality or use.
- Active: This checkbox shows whether the record type is active right now or not.
In this example, we specified the following values for these fields.
- Record Type Label: US Real Estate Lead
- Record Type Name: US_Real_Estate_Lead
- Lead Process: USASalesLead
4. After specifying the details, we also need to select the profile to whom this Record Type will be available. Once this step is completed, click on the Next button. Assign page layouts section, and we need to select the appropriate page layout.
Once this step is completed, click on the Save button to save the New Lead Record Type in Salesforce Lightning.
By completing the steps above, we have successfully created a new Lead Record Type in Salesforce named “US Real Estate Lead.”
Conclusion
In this tutorial, we learned about Leads in Salesforce and how to add new leads to a Salesforce instance. We have also learned the method to create a Custom record type in Salesforce.
You may also like to read:
- How to add lead source in Salesforce
- How to Add Lead to Campaign in Salesforce
- How to Merge Duplicate Leads in Salesforce
- How to Mass Delete Records 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.
