After this conversation, you take the business card and decide to enter the information into Salesforce right away. Usually, you would wait until after the conference and enter all of the leads' information together, but this is a big deal and you want to make sure you get it into Salesforce ASAP. Your manager always says "If it doesn't exist in Salesforce, it doesn't exist!
" Let's see how the lead is created in Salesforce.
The following screenshot is the main navigation page on your development org. This is where we will start:
Let's start creating our lead by clicking on Leads, as in the preceding screenshot.
From here, you ...
