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Lead capture channels and when assignment rules apply

Key Takeaway

Only one lead assignment rule can be in effect at a time, so set the rule you build as the active rule. End the rule with a catch-all entry that has no criteria, so any lead that earlier entries don't match goes to the user or queue you choose.

Leads can enter Salesforce in several ways. Users create them by hand, website visitors submit Web-to-Lead forms, admins import them with the Data Import Wizard, and connected LinkedIn Lead Gen ads capture them. A lead assignment rule decides which user or queue owns a new lead. Lead assignment rules can route leads from manual entry, Web-to-Lead, and Data Import Wizard imports. To design lead routing well, you need to know how Salesforce checks rule entries and who owns a lead when no rule entry applies.

Lead capture channels

Lead management setup has several parts: lead fields, default lead settings, queues, lead assignment rules, and lead capture. Leads can enter Salesforce in these ways:

  • Manual entry: users create leads by hand.
  • Web-to-Lead: automatically captures leads from information that visitors submit on your company's website. Web-to-Lead can generate up to 500 new leads a day.
  • Data Import Wizard: admins import leads.
  • LinkedIn Lead Gen ads: you can connect them to Salesforce to capture leads from LinkedIn.

Web-to-Lead and LinkedIn Lead Gen ads are both optional capture channels.

Salesforce Accredited Agentforce Financial Services Professional Study Guide

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Based on the final design for the project, configure the Lead object, build any queues, and create assignments

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Assigning leads to sales territories

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