Login
Book a Demo
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.
Related: How to add lead source and attribute marketing revenue in Salesforce
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
Ruler Analytics is a marketing attribution tool that links your website, your CRM and your marketing applications.
Related: How can Ruler enrich your Salesforce CRM
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.
Related: How to view full customer journeys with Ruler
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:
- Go to Setup – Object Manager – Lead – Fields & Relationships
- Click the Map Lead Fields button.
- Map the new “Lead Custom Text Field” to the new “Account Text field”
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
Criteria:
Name: Lead Conversion
Criteria for Executing Actions: Conditions are met
Field: Operator: Type: Value:
Account Source Text (Hidden) Is null Boolean False
Immediate Actions:
Record that started the process
No criteria just update the record
Field: Type: Value:
Account Source Reference Account Source Text (Hidden)
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.
Related articles:
Connecting Salesforce CRM revenue data with Google Analytics
Salesforce’s Web-to-Lead Forms: A complete guide
All you need to know about Salesforce multi-touch attribution
How to track leads in Salesforce and view your original source
Add lead source to Salesforce and attribute marketing revenue
