Review considerations, guidelines, and tips for leads.
- Guidelines for Creating Leads
Get some guidance when you manually create leads to track your prospects. - Considerations for Generating Leads
Before generating leads with Web-to-Lead or LinkedIn Lead Gen, review a few key points. - Considerations for Converting Leads
Learn what happens to qualified leads when you convert them to accounts, contacts, and opportunities. - Considerations for Deleting Leads
Understand what happens to the records associated with the leads you delete individually or in bulk. Identify who can delete converted leads. - Lead Fields
Understand what each field in a lead represents. Depending on your page layout and field-level security settings, some fields aren’t visible or editable. - Lead Conversion Field Mapping
Learn how lead fields convert to contact, account, person account, and opportunity fields when you convert a lead. - Guidelines for Mapping Custom Lead Fields for Lead Conversion
Learn the best practices for mapping custom lead fields to custom fields in contacts, accounts, and opportunities. Mapping custom fields helps your sales reps retain that important information when they convert qualified leads to track new potential deals. - Guidelines for Setting Up Web-to-Lead
Get Salesforce ready to gather information from your company’s website and automatically generate up to 500 new leads a day. - Leads: What’s Different or Not Available in the Salesforce Mobile App
Not every Lightning Experience feature is in the Salesforce mobile app. Find out what’s different. - Leads FAQs
Find answers to common questions about leads.