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How to Use the Organic Search Leads in Salesforce

Salesforce can be used to capture leads and analyze them. The platform now includes a feature for organic lead tracking functionality. Organic search leads monitoring in Salesforce enables the user to track their lead sources by adding a Salesforce snippet on the user’s web page.

The Lead Source

Lead source is defined as the primary source of the lead a business is receiving. It is the first-hand source where the generated leads came from.

Many users mistake lead source from lead channels. For instance, a business gets leads from a trade show. They then input the specific trade show name under the lead sources in Salesforce. This is wrong, since the trade show’s name is viewed as the lead channel, not the source. The lead source should have been “trade show” per se. There will be times that the business gets leads from various other expos, so these have to be listed under “trade show” rather than the specific expo name.

Monitoring the lead source often comes with Salesforce Campaigns, which are available on the Professional Edition and in subsequent higher licenses.

Creating a New Lead Source

Create lead sources by manually uploading their data in Salesforce. Here’s how it’s done.

  1. Navigate to Setup.
  2. Select Customize, then click on Lead.
  3. Select Fields, then choose Lead Source. Users are taken to the Lead Source interface.
  4. Click on the New tab under the Account/Lead Source Picklist Values.
  5. Enter details and select record types where the lead source option will be visible.
  6. Click on Save.

Customizing Lead Sources

  1. Navigate to Setup.
  2. Select Customize, click on Lead, and choose Fields.
  3. Select Lead source from the list. Click on Edit, make changes, then save.

Salesforce Snippets for Web-to-Lead

A web page embedded with Salesforce’s snippet tool is able to automatically transform live clicks to leads with exact web source. Users can go to the Web-to-Lead via the Quick Find box, or they may embed codes into their websites.

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