Salesforce 101 – How to create and manage leads in Salesforce easily

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leads in salesforce

Leads are unavoidably the most important element of an organization using Salesforce. A Salesforce lead may be a prospective client who loves your product, a manager interested in the services that your company offers, professionals inquisitive about your product features or everyday users who respond positively to your marketing campaigns. Identifying these potential customers and categorizing them as a lead is the first step towards achieving a positive outcome in your sales pipeline.

Switched from Salesforce Classic? Here’s How You Can Manage Leads in Salesforce Lightning

In this tutorial of Salesforce 101, we will walk you through the basics of  utilizing leads in Salesforce. For best results, we recommend you to try the Whatfix Way. 

The Whatfix Way

Let’s dive into the flows.

How to enter leads in Salesforce

If prospects express interest in your products and services, then don’t think twice, add them as a lead in your Salesforce. Converting leads into a value for your company is the predominant factor for your business to thrive. This Whatfix flow will guide you through the process and show you how to create leads easily in your Salesforce.

How to merge duplicate leads in Salesforce?

Duplicate leads can be nerve wracking. But Salesforce’s ‘Find Duplicate’ button is a useful tool that will help you find whether a specific lead has an existing duplicate or not. Here’s how you can go about it.

How to add a new custom lead source in Salesforce?

A lead source is the primary reference of a potential customer, which will help you track where the lead came from. Simply because of that, this flow becomes one of the most important ones among this lot. See this flow live to learn how to add a new lead source in your Salesforce.

How to add a lead source picklist?

A picklist is basically Salesforce’s version of a drop down menu. Although this field is prepopulated with some common values, you can edit it to the specific values that are related to your company.

How to assign owners to leads in Salesforce?

Lead assignment rules determine the ownership of a lead to a user or a queue in Salesforce. This Whatfix flow will show you can change it accordingly and transfer ownership of all the notes, attachments and open activities owned by the current user to another user or queue.

This blog post is part of a dedicated series to help you learn Salesforce better. Share it with your teams to increase productivity and get the most out of your Salesforce. Also, check out our previous posts:

  1. How to add and manage users on your Salesforce.
  2. How to import and export your contacts on your Salesforce.
  3. How to manage accounts on your Salesforce.
  4. All about merging contacts in Salesforce.

In our next chapter, we will learn how to customize your leads on Salesforce. For more updates subscribe to our blog.

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Gokul Suresh

Gokul Suresh

Gokul leads the Content, Inbound and Social Media efforts at Whatfix.

A Techie by education and a Marketer by choice, he loves consuming new ideas and experimenting with new tools. He's an expert in B2B content, who nowadays eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!
If you like/dislike his articles, then feel free to tweet out to him. He enjoys constructive criticism.
Gokul Suresh

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Discover How Whatfix Can Help Your Business


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Discover How Whatfix Can Help Your Business


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