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4 Things to Consider before Eliminating the Lead Object in Salesforce

In this video, Senior Partner Dan Stratton discusses the increasingly common practice of eliminating the Lead object from Salesforce.

He identifies 4 areas where you could run into trouble if you do decide to eliminate the Lead object.

  • Tracking the qualification funnel
  • Auto-assignment complications
  • Conversion tracking
  • Business considerations and data storage

For more from Dan on why you might want to hang on to the Lead object, check out the blog.

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The Benefits of Salesforce Unlimited Edition

In this video, Salesforce Practice Lead Ishan Babbar reviews the benefits of the Salesforce Sales and Service Cloud Unlimited editions.

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Salesforce OmniStudio Demo

In this video, CloudKettle’s Sam Dar walks through how an Insurance Company can use OmniStudio […]

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