Managing salespeople can kinda be like herding cats. The only way to get them to do what you want, is to change their environment and tools.
They have to WANT to do something, you can’t simply demand it.
How then, do you ensure that you get accurate data out of your Salesforce opportunities? Especially when it’s up to the sale rep to enter the lead source into the opportunity.
This is something that we struggled with when setting up our Salesforce installation. We were getting some sales reps simply enter a generic lead source because it was faster than taking the time to check the real lead source from the contact.
Yes, you can map the lead source from the lead to the contact objects, but this still won’t translate the data all the way to the opportunity.
Luckily, with a couple of formulas, you can get the lead source from the lead object to stay the same all the way to the opportunity.
1. Create a new custom field on your contact that automatically picks up the lead source from the lead object
From the setup menu, under App Setup go to Customize -> Contacts -> Fields
Create a new custom field
Choose formula as the field type
Choose Text as the field output type and name the field
From the formula step, click the button Insert Field
Choose the Lead > object, and then the Lead Source field and click Insert
That should insert Lead__r.LeadSource into the formula box
Now you need to convert the Lead Source field from a picklist type to a Text type. To do this, add the function Text()
Your formula should now look like this: Text(Lead__r.LeadSource)
Click Next, add the field to any layouts that you would like, and finalize the new field.
This step creates a new field on your Contacts that will always have the Lead Source that was assigned to the original Lead object.
2. Create a custom Opportunity field that links to the new Contact field
Repeat step #1 for your Opportunity field. When you get to the formula section, you can choose the field like this:
Where “Campaign Name” is the the name of the custom field you created in step #1
3. Change your reports
All you have to do now is simply customize your sales reports in Salesforce to pull from the custom lead source field on your opportunities. This customization will ensure that you always see the most accurate lead source that came directly from either the Lead or the Contact objects.
I hope this helps! Keep on hacking.