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How to map a lead source in Salesforce

How to map a lead source in Salesforce

How can I map lead source in Salesforce?

Finding your lead source is a vital nugget of data that you can use to optimise your outputs to drive more high-quality leads. 

But in Salesforce, the lead source is not automatically mapped onto the Account Source field on the Account object. You can use hidden fields and a little of back and forth to build a process that will work to do it for you. 

You can also integrate a tool like Ruler Analytics to do the hard work for you. 


Option one: Use Ruler to automatically update lead source data 


Pro Tip: Download the guide on tracking marketing sources in Salesforce and unlock powerful revenue data to help attribute value to your marketing efforts, and prove what's working.

Ruler Analytics links your website, your CRM and your marketing applications. It allows the data you need to run between them so you can get revenue data in your reporting apps, and lead source data in your CRM. 

By adding Ruler’s code to your website, it can track every website visitor and compile their customer journey. Then, at the point of conversion, it will send all of the relevant data like lead source, landing page and more, over to your CRM. 

It takes just a few minutes to get set up. 

Book a demo with our team to see how you can start mapping your lead source accurately in Salesforce. 



Option two: Create your lead source mapping process 


You can also manually map your lead source but remember, you need to map a custom field to another field in Accounts, Opportunities etc to ensure the data isn’t lost when your lead converts. 

This ensures that the lead source saves within the new field when the lead converts. 



1. Create a Lead Custom Field of a Formula Text type :

Field Name: Lead Source Text (Hidden)

Field Description: Technical field used to map the Lead Source field on the Lead to the Account Source on the Account

Field Formula: TEXT(LeadSource)

Layout: This field shouldn’t be on any lead page layout

 

2. Create an Account custom Text field:

Field Name: Account Source Text (Hidden)

Field Lenght: 255

Field Description: Technical field used to map the Lead Source field on the Lead to the Account Source on the Account

Layout: This field shouldn’t be on any account page layout

 

3. Setup Lead field mapping:

  1. Go to Setup – Object Manager – Lead – Fields & Relationships
  2. Click the Map Lead Fields button.
  3. Map the new “Lead Custom Text Field” to the new “Account Text field”
Map Lead Fields - Salesforce Tips - How to Map a Lead Source to the Account Source Upon Conversion - getawayposts.com

 

4. Create process builder  on Accounts with the Rule Criteria:  

Properties:

The process name: ACCOUNT: Lead Source to Account Source

The process description: Populates the Lead Source field on conversion

The process starts when: a record changes

Object:

Account

Start the process: only when the record is created 

Process Builder Properties - Salesforce Tips - How to Map a Lead Source to the Account Source Upon Conversion - getawayposts.com

Criteria:

Name: Lead Conversion

Criteria for Executing Actions: Conditions are met

Field:                                                 Operator:       Type:            Value:

Account Source Text (Hidden)    Is null             Boolean        False

Process Builder Criteria - Salesforce Tips - How to Map a Lead Source to the Account Source Upon Conversion - getawayposts.com

 

Immediate Actions:

Record that started the process

No criteria just update the record

Field:                                 Type:               Value:

Account Source               Reference       Account Source Text (Hidden)

Process Builder Immediate Actions - Salesforce Tips - How to Map a Lead Source to the Account Source Upon Conversion - getawayposts.com

Interested in learning more?

If you want to learn more about how Ruler can support you in how your team uses Salesforce, then contact our team. 

Ruler Analytics is the perfect tool to add to your marketing arsenal. With it, you’ll get greater visibility of what’s working in your business, and what isn’t. It’ll give you the power to scale profitability. 

Book your Ruler Analytics demo today and discover which marketing sources contribute the most value to your bottom line.



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What is lead process in Salesforce?
How to create custom fields in Salesforce
How to integrate phone calls to Salesforce
How to import leads into Salesforce