Table of Contents

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  1. Preface
  2. Introduction to Informatica Customer 360 for Salesforce
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Appendix A: Glossary

Lead Conversion Overview

Lead Conversion Overview

Leads are potential opportunities. Leads are potential customers with whom you are yet to do business. When you start doing business with a lead, convert the lead to a contact. You cannot reverse the conversion of a lead.
When you convert a lead, attach the lead to an existing account or create an account and attach the lead to it. Convert the lead to a contact.
Use the list of suggested accounts for the lead. If an account is associated with the lead bean,
Customer 360 for Salesforce
(
Customer 360 for Salesforce
) attaches the lead to the account. If the lead bean is not associated with an account,
Customer 360 for Salesforce
searches for the best matching account for the lead. You can choose to ignore the suggestions, create an account, and attach the lead with it.
Customer 360 for Salesforce
checks for duplicates before creating the account.
Use the list of suggested contacts into which you can convert the lead. If you attach the lead to an existing account, you can use the contacts that belong to the account. You can choose to ignore the suggestions and convert the lead to a new contact. If you create an account for the lead,
Customer 360 for Salesforce
creates a contact with the lead details.

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