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In the time I’ve served as a Salesforce Administrator, I’ve come up with a lot of slick and fun ways to customize and “hack” my way to a better experience for my user base, and through the Salesforce community I have come across many more such tips and tricks. This is a recording of the first in a series of webinars where I share some of my favorites.

Ah the Lead Object… the central bloodline for many Salesforce orgs. In this webinar I demonstrate five ways to hack the Lead Object to make it your own. I do hope you find them helpful and look forward to some great comments either below on this post or in the RingLead User Group on LinkedIn.

1. Lead “Defer” Workflow

The objective is to automate the creation of a follow-up Task for Leads that need time to simmer. (Ex: A prospect says, “we don’t have the budget right now. Can you call us back in 6 months”.)

  • Adjust the views to include/exclude this status
  • Think about the length of time to “defer”

Workflow configuration:
Rule criteria: Lead: Lead Status EQUALS Deferred

Immediate workflow actions:

  • Type: Task
  • Description: Revisit this Lead.

In Workflow Task Detail set Due Date: Trigger date + 90 days

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2. Utilize URL parameters

Create hyperlinks that will bring you right to the record creation screen and will auto-populate certain fields.

Create a Custom Link:

Bottom or Link URL: /00Q/e?

(after the “?” you can add things like “Lea5=X”, X being the lead source you want it to auto populate to)

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3. Convert Without Opportunity

Default the “Do Not Create Opportunity” checkbox to be checked for your org during lead conversion.

<apex:page standardController=”lead” action=”/lead/leadconvert.jsp?retURL=%2F{!lead.Id}&id={!lead.Id}&nooppti=1&nooverride=1″>

</apex:page>

Copy and paste the code from below into the body, give it a name. Save it. Then go to “Customize” -> “Leads” -> “Buttons and Links” and click “Override” next to the Convert button. Select the “Visualforce Page” selection and from the dropdown find the Page you created. Save it… and you’re good to go!

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4. Workflow / Validation On Convert

Developers often use the “isConverted” field and so can you! This hack allows you to fire a workflow when a lead is converted. If you are creating a task it will be created on the Account and Contact object when the lead is converted.

Workflow configuration:

  • Rule criteria: Lead: Converted EQUALS True
  • Evaluation criteria: Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria.
  • Immediate workflow actions: you can create tasks for specific follow up or a task to double check the conversion (get creative!).

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5. Lead Website Seeker

When a Lead comes into Salesforce and the website field is null this hack will attempt to find the companies website URL by using the company name and the email domain.

Go to “Leads” in the setup menu under “Customize”, then “Buttons and Links”. Click “New” and give your link a cool label, like “Company Website Hunter”. Then choose “Detail Page Link” and set behavior to “Execute JavaScript”. Then copy and paste the code below into the body, and Save. The final step is to add this new link to any desired page layouts.

var website = ‘{!JSENCODE(Lead.Website)}’;

var email = ‘{!Lead.Email}’;

var company = ‘{!JSENCODE(Lead.Company)}’;

var targetURL = ”;

// IF WEBSITE FIELD IS POPULATED WE GO THERE, NATURALLY if(website != ”){

// CHECK IF WE NEED TO ADD http:// OR NOT

if(website.indexOf(‘//’) != -1)

targetURL = website;

else

targetURL = ‘http://’ + website;

}

// NEXT WE CHECK OUT THE DOMAIN OF THE EMAIL ADDRESS

else if(email != ”){

var domain = email.substring(email.indexOf(‘@’) + 1,email.length);

// WE FILTER OUT COMMON EMAIL DOMAINS

if(domain!=’gmail.com’ && domain!=’yahoo.com’ && domain!=’hotmail.com’ && domain!=’me.com’ && domain!=’excite.com’ && domain!=’aol.com’)

targetURL = ‘http://’ + domain;

}

// IF NO TARGET FOUND YET WE TAKE A STAB USING COMPANY

if(targetURL==”){

targetURL = ‘http://’;

// FAIR ASSUMPTION IS TO SWAP ‘&’ for ‘and’

company = company.replace(/\&/g,’and’);

// STRIP OUT INVALID DOMAIN CHARACTERS

targetURL += company.replace(/[^a-zA-Z0-9|\-]/g,”) + ‘.com’;

}

// FINALLY WE OPEN A NEW WINDOW DIRECTED TO OUR TARGET URL

window.open(targetURL,’_blank’,”,false);

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Here are the links to resources mentioned in the webinar:

Unique Entry Product Manual (contains URL parameter code information)
michaelforce.org “Check ‘No Opp’ By Default on Lead Convert” Recipe
michaelforce.org “Lead Website Seeker” Recipe

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The author:

RingLead offers a complete end-to-end suite of products to clean, protect and enhance company and contact information, leading to improved organizational efficiency, reliable business intelligence, and maximized ROI on CRM and marketing automation investments.Since 2003 RingLead has helped solve the dirty data problems of large enterprises, Fortune 500 companies and small businesses across the globe.