Salesforce Classic: Go to Setup | Customize | Leads Lightning Experience: Click the gear icon then go to Setup | Object Manager | Leads 2. Under "Record Types," select one record type. 3. Look for lead source under "Picklists Available for Editing," and then Click Edit.
- Go to: Salesforce Classic: Go to Setup | Customize | Leads. ...
- Under "Record Types," select one record type.
- Look for lead source under "Picklists Available for Editing," and then Click Edit.
- Add/remove values as preferred on the selected values box.
- Optionally set a default value.
- Click Save.
How do I configure the picklist values for lead processes?
Configure the picklist values. From Setup, enter Lead Processes in the Quick Find box, and then select Lead Processes. Click Lead process. If they aren't present, add Unqualified, New, Working - Contacted, Nurturing - Contacted, and Qualified (Converted) from Available Values to Selected Values.
What is the lead source field in Salesforce?
Lead Source is one Salesforce field that marketers have their eye on. The most basic way to describe the Lead Source field is as a Salesforce picklist field which records where leads came from.
How do I create a working-contacted picklist in Salesforce?
Select Lead Status. If the picklist values Working - Contacted and Nurturing - Contacted aren’t present. Click New. For the label and API name, enter Working - Contacted.
How do I edit the lead source of a list?
Look for lead source under "Picklists Available for Editing," and then Click Edit. 4. Add/remove values as preferred on the selected values box. 5. Optionally set a default value.
How do I change a picklist in Salesforce?
Add or Edit Picklist ValuesNavigate to the fields area for your object.In the Custom Fields & Relationships related list, click the name of the picklist field to update.In the Values section, click Edit next to a value.Change the value's name, and optionally make the value the default for the master picklist.More items...
What are sources of lead in Salesforce?
By default, Salesforce lets you to track and assign the following lead sources:Web.Phone Enquiry.Partner Referral.Partner.Public Relations.Trade Show.Word of Mouth.Employee Referral.More items...•
Is lead source a restricted picklist in Salesforce?
Lead Source is a standard picklist field. It contains values that describe where a lead was obtained from in a general manner, such as from the web, from an email, etc. This list is customizable by administrators. However, Salesforce allows you to capture any value you want in some cases.
How do you map lead source to account source?
Option two: Create your lead source mapping processCreate a Lead Custom Field of a Formula Text type : Field Name: Lead Source Text (Hidden) ... Create an Account custom Text field: Field Name: Account Source Text (Hidden) ... Setup Lead field mapping: ... Create process builder on Accounts with the Rule Criteria:
How do I change the lead field in Salesforce?
To update a lead, click Edit, and then change the fields you want to update. Optionally, select the Assign using active assignment rule checkbox below the lead detail to automatically reassign it using the active lead assignment rule.
How do I check lead source in Salesforce?
Go to: Salesforce Classic: Go to Setup | Customize | Leads. ... Under "Record Types," select one record type.Look for lead source under "Picklists Available for Editing," and then Click Edit.Add/remove values as preferred on the selected values box.Optionally set a default value.Click Save.
What means lead source?
A lead source is the channel through which a lead initially discovers your company. Lead sources include social media, search engines, referrals, events and advertisements. To best manage your lead sources, use CRM software, granular information, UTM parameters and other solutions.
How do I make a picklist unrestricted in Salesforce?
You cannot uncheck the restriction if the picklist is using a Global value set. A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. You would need to create a new field in order to remove the custom field's connection to a Global value set.
How do I edit a record type picklist in Salesforce?
Select a record type or business process and click Edit next to the picklist field to change its values.Add or remove values as needed. Users can choose from these values when creating or editing records.Optionally, choose a default picklist value. Some picklists require a default value. ... Click Save.
Lead Source
Lead Source is a picklist field that comes out of the box. The values you will find by default are:
How Account and Opportunity Source works – Understanding Lead Conversion
Lead Source is a special field that has been deliberately engineered a certain way in Salesforce.
Opportunity Lead Source
Opportunity Lead Source gives you, as a marketer, an option to credit each opportunity to a different Lead Source.
Reporting on Opportunity Lead Source
I wrote about Opportunity Lead Source reporting in a previous post on Salesforce System exceptions that marketers may bump into.
Tips for Using Lead Source
Don’t go crazy with the number of Lead Source picklist values you chose to have. Many organisations that want to have a more detailed view on Lead Source will add a ‘Lead Source Detail’ field that can contain all the miscellaneous values, for example, ‘Partner’ as a Lead Source will show ‘Partner A’, ‘Partner B’ etc.
Outgrowing Lead Source
As Lead Source is a picklist field, and can only have one value, it’s a limitation when two lead generation teams want to credit their teams against a lead record.
