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HOW TO: LEAD GENERATION
Lead Routing in Salesforce
Official Documentation: Leads
How to track prospects apart from your contacts and opportunities with Salesforce lead records. After you’ve qualified your lead records, convert them to contacts and create accounts for them.
Official Documentation: Salesforce Lead Management Implementation Guide
Make sure you have everything you need on-hand before you set up lead management
Official Documentation: 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.
Official Documentation: How Do I Create a Round-Robin Assignment for Leads or Cases to Users?
Learn to assign leads (or cases) that are either manually created or created using web-to-lead (or web-to-case).
Official Documentation: Managing Assignment Rules
Step-by-step instructions for creating assignment rules to automate your organization’s lead generation and support processes.
Knowledge Article: Identify Leads Created by Web-to-Lead
Quick tutorial lets you show that a lead has been created using web-to-lead.
Q&A: Criteria-Specific Lead Routing
Learn to route leads using a round-robin method, for specific lead sources only.
Q&A: Round-Robin Assignment for Leads
Get the details on Salesforce lead assignment rules, specifically how to implement round-robin or balanced load methods for assignment of leads.
Q&A: Lead Routing — 2-to-1 Assignment
Explore strategies and third-party AppExchange solutions for routing leads among teams with different numbers of members.
Q&A: Lead Assignment Based on Zip Code
Get step-by-step instructions and a video-based guide to Salesforce lead routing based on zip code.
More Awesome Resources
Slideshare: Lead Management 101: Qualifying, Scoring, and Routing Your Leads for Success
Learn all about lead management basics, including lead business processes, techniques for web capture, lead routing, lead scoring, and conversion. Then hear how experts are using Salesforce to generate better leads.
Pardot Knowledge Base: Market to Your Customers with Pardot
Explore multiple ways to assign prospects within Pardot and Salesforce, including manual assignment and using automation rules or completion actions to assign prospects to a user or group based on their activity or information.
Salesforce Stack Exchange: Lead Assignment Round-Robin Based on Lead Source
Want to use round-robin lead assignment only for certain leads, like leads coming from Facebook? Follow these easy instructions for implementing round-robin lead assignment triggered by a lead source value.