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Prosenjit Sarkar 7Prosenjit Sarkar 7 

What are Lead processes ? Where it it used ?

Best Answer chosen by Prosenjit Sarkar 7
Prosenjit Sarkar 7Prosenjit Sarkar 7
I understand the fetures from salesforce documents. Thanks for your help Ajay. 

All Answers

Amit Chaudhary 8Amit Chaudhary 8
Please check below blog:-

In short Leas process is used to manage Lead status.

There are a quite a few places in Salesforce that support business processes, namely:
-Lead Status field (Lead Qualification Process)
-Opportunity Stage field (Opportunity Sales Process)
-Case Status field (Support Process)
-Contract Status field (Contract Process)

Please let us know if this will help you.

Amit Chaudhary
Prosenjit Sarkar 7Prosenjit Sarkar 7
Hi Amit ,
I have read that lead processes are used to manage lead statuses. can you give me a hand on example ?

Thnaks :)
Ajay K DubediAjay K Dubedi
Hi Prosenjit,
Campaigns are marketing efforts made by any business which includes mass mailing,
email campaigns, trade shows, seminars, networking events, etc.

Every contact you get from these campaigns is added to the system as a lead.
A lead is basically a business card with a name, address and phone number tha
t could potentially be interested in your product.
You either acquire this card in person, mail or lists.
You have activities related to the lead development which will include calls, sending materials and possible meetings.
A lead has a life cycle with lead stages and status.
As a lead moves through the life cycle you can capture the time it took to move from one stage to another.
Lead scoring also plays a huge part in prioritizing lead management.

I am coming up with some example.
Prosenjit Sarkar 7Prosenjit Sarkar 7
Hi Ajay,
Thanks for your efforts. I want to know the technical aspects. Suppose I go to Setup -> Customize -> Lead -> Lead Processes. Now create a Lead process and some status to it. Now my qustion come in to picture.
  • What will be happened by doing these ?
  • How can I associate a Lead record with that Lead process ?
  • What will be the reflection in the app by doing this ?
These are my questions.

Thanks in advance. 
Prosenjit Sarkar 7Prosenjit Sarkar 7
I understand the fetures from salesforce documents. Thanks for your help Ajay. 
This was selected as the best answer
How To Fix A Broken Lead Process In Salesforce (
The blog post explains how the lead process works in Salesforce. It describes the importance of the Lead Status and how status values such as Marketing Qualified Lead (MQL) and Sales Accepted Lead (SAL) have a role to play. The post also includes free downloadable lead process templates that you can customize to your own business.