Leads

In this section, we will look at the capabilities of Sales Cloud for capturing and managing expressions of interest in a product or service, then explore some of the key considerations and what happens in practice.

Sales Cloud capabilities

So far, we have seen how the Lead Object relates to other important Customer 360 Platform Objects and some of the common key security considerations. In the following sections, we will go into more detail about the Lead Object itself and the supporting functionality.

Lead Object

The Lead Object captures information about people who express an interest in an organization’s products and services. The Lead Object only has a lookup relationship and that is to the Individual Object which is the person Object of the Salesforce Consent Model that we reviewed in a previous section. The Lead Object is used to capture several types of data, which is separated into other Objects if there is the potential for a sale and the Lead is converted...