May 2019
Intermediate to advanced
546 pages
12h 41m
English
The lead object is mostly used for individuals and/or companies that have been identified as potential customers but have not been qualified yet. Leads can be created in several ways; you can create them manually one by one, by clicking on New in the Lead tab. They are usually imported from .csv files (and quite possibly bought by your marketing and/or sales department). Alternatively, they can be created automatically when using the out-of-the-box web-to-lead functionality that generates the HTML form that you put on specific pages of your website(s).
Some of the functionalities that are offered by Salesforce for leads are as follows:
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