Lead record types for financial services prospect segments
Key Takeaway
Match the lead record type to the account the lead will become. B2C lead record types, such as Retirement Planning, should be converted only into accounts with the Individual record type. Leads with the General record type should be converted only into accounts with the Business record type.
Lead record types sort prospects into segments, such as business prospects and individual consumer prospects, so each segment sees its own picklist values. In Agentforce Financial Services, users pick a lead record type when they create a lead. The record type they pick should guide which account record type the lead is converted into later.
What lead record types do
A lead is a record that tracks a prospect. Lead record types let users in each prospect segment see the picklist values that fit their work, even though everyone uses the same Lead object.
A bank has a commercial team and a retirement planning team. Only the retirement planning team gets leads from its Retirement Workshop events. The admin adds a Retirement Workshop value to the Lead Source picklist and shows it on the Retirement Planning lead record type only. When a retirement planner fills in Lead Source, Retirement Workshop appears in the list. A commercial banker working leads with the General record type doesn't see that value.