Leads are the first step toward a business’s success, more leads conversion means more business. Salesforce one of the popular CRM tool in the United States of America provides tools that help the business to follow a set of steps to convert leads. In this tutorial, we will learn how to bulk-add leads in salesforce.
- What is leads in salesforce CRM
- How to create a single lead in salesforce
- How to bulk add leads in salesforce
- How to mass convert leads in salesforce
- Bulk Add Leads to Campaign Salesforce
- Adding a Lead Source in Salesforce
- How to add a lead source in Classic Experience
- How to add a lead source in Lightning Experience
- How to Mass Delete Leads in Salesforce
- How to Mass Delete Leads in Salesforce Classic
- How to Mass Delete Leads in Salesforce Lightning
What is leads in salesforce CRM
Customers showing interest in your product but have not yet purchased it are referred to as Leads. Tesla is a popular American-based company for electric vehicles with headquarters in Austin, Texas, United States (US).
Suppose they have recently introduced a new model and now they are advertising it in all the states of the US. If you live in the United States then you will find their advertisements on Television, Google ads, Banners, newspapers, etc.
You saw the advertisement on Television and now you have some queries related to price, after-sale services, and security. The moment you will call them, the call will be logged as Leads in their salesforce system.
You will remain leads until you showed interest in buying. That doesn’t mean you are surely going to buy it. On showing interest they will convert the lead and create accounts and opportunities.
So in nutshell, the leads are those prospects who show interest in the product but they’re not yet qualified for sale. With this, we have learned what leads are in salesforce CRM. Next, we are going to create leads in salesforce.
Read How to Create a related list in salesforce
How to create a single lead in salesforce
Lead is created for those people or company who shows interest in our products and services. Salesforce provides tools with a set of instructions that helps businesses to convert leads.
Wondering how to create a single lead in salesforce? Read the complete blog to learn how to create a single lead in salesforce in detail.
The following information is required for creating a lead in salesforce. There are more fields inside these categories and we have explained each of them in the below tables.
- Lead Information
- Address Information
- Additional Information
- Description Information
Now, let’s look into all the fields available under the above-mentioned categories.
Lead Information
| Lead Owner | Who so ever is creating the lead will become the lead owner. |
| Salutation | Select the correct solution from the dropdown. Available options are: – Mr. Ms. Mrs. Dr. Prof. |
| First Name | Fill in the name of the person who has contacted you. |
| Last Name* | Fill in the surname or last name of the person. This is a mandatory field. |
| Company* | Provide the name of the company so that a later account can be created with the mentioned company name. This is a mandatory field. |
| Title | Mention the short title that could hold the reason for contacting |
| Lead Source | From where he/she gets to know about our product or services. Select one option out of these: – Phone Inquiry, Partner Referral, Purchased List, or Other. |
| Industry | Select the area of business the contacted person belongs to. |
| Annual Revenue | Fill in the annual revenue of the lead’s company. It is an optional detail. |
| Phone | Fill in the office or contact phone number with an extension |
| Mobile | Fill in the contact mobile number with the country code |
| Fax | Fill in the fax details |
| Fill in the email id | |
| Website | Mentioned the website (if applicable) |
| Lead Status | Select the appropriate option and this is a mandatory field. Open – Not Contacted: default status, which means the customer is yet to be contacted. Working – Contacted: Customer is contacted by the team and now prospecting is going on where features of product and services are shown, queries are fulfilled, and answer to the question of why a customer should buy this product is provided. Closed – Converted: If the customer agreed to do business Closed – Not Converted: If the customer refused |
| Rating | There are three options for ratings that can be selected even later. These options are Hot, Warm, and Cold. |
| No. of Employees | If the company sells subscriptions then no. of employee information is required to be captured. |
Address Information
| Street | The first thing in the address is the name of the street. example – 620 Eighth Avenue |
| City | fill in the name of the city. eg – New York |
| State/Province | fill in the state/province. eg- NY |
| Zip/Postal Code | Provide the zip or postal code. eg – 10018 |
| Country | Fill in the country name of the lead. You can either fill in the complete name or just the abbreviation. eg – the United States or the USA |
Additional Information
| Product Interest | Select the name of the product from the list in which the lead is interested the most. Multiple leads will be created in case of a query with multiple products. This may vary from company to company. |
| Current Generator(s) | If your company has provided current generators then fill it otherwise leave it empty. |
| SIC Code | Fill in the SIC code for the product. This is not a mandatory column and can be changed/removed from the layout. |
| Primary | Select Yes if the lead has contacted to know more about the product mentioned in the product interest. Select No if a lead has a query about other products as well. |
| Number of Locations | This could be the location of service centers for the interested product or the location of third-party vendors. |
Description Information
| Description | Add some description for better clarity |
After understanding all the fields it’s time to create a lead in salesforce. Follow these steps to create a lead in salesforce.
Step 1: Go to the Leads object and click on the New button.
Step 2: Fill in the details and click the save button to apply the changes. There are 3 mandatory fields: –
- Last Name
- Company
- Lead Status
The lead will be created after clicking on the save button. Keep changing the lead status as the action.
Read How to Create a Quote in Salesforce CPQ
How to bulk add leads in salesforce
Tesla organizes an event to showcase its brand-new eco-friendly car. The auditorium has limited seats and visitors have to register themselves for that.
All the people who have registered are considered a lead for Tesla. After the closing of the registration process, Ema who is a marketing intern emailed the CSV file to the marketing lead, Andrew.
Since Tesla has recently started using salesforce so Andrew has to feed the details manually. Let’s help Andrew by showing him the way to bulk add leads in salesforce.
Follow these steps to bulk add leads in salesforce, also we assume that the CSV file is ready: –
Step 1: From the leads object click on the Import button. This will take you to the data loader page in salesforce.
Step 2: Click on the Leads from here, now you will see the following options
- Add new records
- Update existing records
- Add new and update existing records
Click on the appropriate option based on your business requirement.
Step 3: Drag and drop the CSV file that you want to upload in salesforce.
Step 4: Map the columns based on the fields and then click on the import button.
If there are no errors then bulk leads will be added to the salesforce account. You can click on the leads and select All Open Leads or Today’s Leads to view. In this way, we have learned how to bulk-add leads in salesforce.
Read How to Create Records in Salesforce
How to mass convert leads in salesforce
Salesforce does not provide a feature to mass convert leads in salesforce lightning and salesforce classic experiences. The possible reason might be a mass conversion will consume and engage the salesforce resources which will affect the other operations.
But companies have the requirement to convert mass leads in salesforce. So wondering how to mass convert leads in salesforce?
Salesforce App Exchange provides various apps that can help in the mass conversion of leads in salesforce. These apps could be free or paid depending upon the features they offer. Bulk Object Field Creator is one of them and it is a paid tool.
Other than that there are third-party tools that can be used to mass convert leads in salesforce. Again, these could be paid or free tools. Zaapit is the tool that can convert mass leads in salesforce, little expensive but works perfectly.
In this way, we have learned that salesforce does not provide a feature in itself to convert leads in salesforce but this can be outsourced to salesforce apps present in-app exchange and third-party software.
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Bulk Add Leads to Campaign Salesforce
The campaign refers to the process of keeping the target audience informed about your products and services. This awareness could be spread using Banner Ads, conferences, webinars, Trade Show, Public Relations, Partners, Referral Programs, Advertisements, Direct Mail, Email, Telemarketing, and others.
The record of people who participated in the campaign are called leads and this could be a bulk record in the form of a CSV file. Fortunately, salesforce provides a feature to bulk add leads to campaigns.
Follow these steps to bulk add leads to the campaign in salesforce: –
Step 1: From the salesforce dashboard, navigate to leads or contact in Salesforce.
Step 2: Click on the check boxes for the leads to add to campaign in salesforce. You can select up to 200 contacts.
Step 3: On the top right corner of the web page, click on the Add to Campaign button in salesforce.
Step 4: Search the campaign name from the search bar, select member status either as Sent or Respond, and Set the Update existing campaign members? to keep member status in salesforce. All of these settings can be changed as per your business requirement.
Step 7: Click on Submit button to Add the members in salesforce.
So these are the simple seven steps to bulk add leads to a campaign in salesforce.
Adding a Lead Source in Salesforce
Add a new Lead Source to the Lead Source picklist in salesforce in simple few steps. Since Salesforce has two experiences so will be explaining both of them starting with the classic experience.
How to add a lead source in Salesforce Classic
Step 1: Click On the Setup from the salesforce dashboard.
Step 2: Click on the customize option present under Build in salesforce classic experience.
Step 3: Click on the Customize your Leads Tab in salesforce classic.
Step 4: Click on the Add a custom field to leads option in salesforce classic.
Step 5: Scroll down until you see Lead Source, click on it.
Step 6: Scroll down until you see the section – Account/Lead Source Picklist Values. Click on the New button below it.
Step 7: Here you can add the New Account/Lead Source in salesforce. If Record types is available with you then select the Record types where you want the new Lead Source option to be visible. Click on the save button to apply the changes in salesforce.
In this way, we have learned how to add lead source in salesforce classic.
Read How to Import Data into Salesforce
How to add a lead source in Lightning Experience
Step 1: Click the gear icon on the salesforce dashboard and select Setup from there.
Step 2: Click on Object Manager Tab in the setup and from there click on the Lead button. In case the lead button is not visible then search it on Quick Find.
Step 3: Click on the Fields and Relationships tab present on the left side of the browser. On the appeared window click on the Lead Source.
After this, the steps are the same as shown in the above section – How to add a lead source in Classic Experience. You can start following from step 6. In this way, we have learned How to add a lead source in Lightning Experience.
Read How to Create Quotes in Salesforce
How to Mass Delete Leads in Salesforce
Recently I got the requirement to mass delete leads in salesforce. Since we cannot add bulk leads without using any third-party app or software so this makes me think that It might not be possible to mass delete leads in salesforce without additional help.
But while exploring the salesforce features I came across this Mass Delete Leads option in the Setup. Using this option maximum of 250 leads can be deleted in on go and if you have more leads than you can repeat this process.
This made me curious and I tried to find if same thing can be done on the salesforce classic experience. The answer is yes, below I have explained how to mass delete leads in salesforce classic and lightning experiences.
How to Mass Delete Leads in Salesforce Classic Experience
Step 1: From the salesforce dashboard, click on the Setup present on the top-right side of the screen.
Step 2: Search for Mass Delete Records from the Quick Find in salesforce.
Step 3: Filter the leads by applying the criteria and then click on the search button.
Step 4: Select the leads by clicking on the checkbox next to each lead. Maximum of 250 leads can be deleted in one go.
How to Mass Delete Leads in Salesforce Lightning Experience
Step 1: From the salesforce dashboard, click on the gear icon and select Setup from there.
Step 2: Search for Mass Delete Records from the Quick Find.
Step 3: In order to Mass Delete record in salesforce, you have to set the criteria to filter the leads you want to delete.
In the below image we have set the lead status as criteria and we are fetching all the leads that has lead status as Closed – Not Converted.
Step 4: Select the number of records you want to delete, maximum you can delete 250 leads in one go. After selecting click on the delete button.
Conclusion
In this tutorial, we have learned how to bulk add leads in salesforce. Not just adding a bulk leads, we have also explored how to mass delete the leads in salesforce. Also, we have covered these topics: –
- What is leads in salesforce CRM
- How to create a single lead in salesforce
- How to bulk add leads in salesforce
- How to mass convert leads in salesforce
- Bulk Add Leads to Campaign Salesforce
- Adding a Lead Source in Salesforce
- How to add a lead source in Classic Experience
- How to add a lead source in Lightning Experience
- How to Mass Delete Leads in Salesforce
- How to Mass Delete Leads in Salesforce Classic
- How to Mass Delete Leads in Salesforce Lightning
You may also like the following salesforce tutorials:
- How to Create an Opportunity in Salesforce
- How to Merge Contacts in Salesforce?
- Merge Accounts in Salesforce
- How to Share a Report in Salesforce
- How to Create a Dashboard in Salesforce
- How to Add Lead to Campaign in Salesforce
- How to create web-to-lead form 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.