Lead Management and Conversion

Sales CloudLead Management and ConversionCapture, deduplicate, route, score and convert leads: Web-to-Lead and API intake, queues and assignment rules from Apex, duplicate management with Datacloud.FindDuplicates, Database.LeadConvert, conversion triggers and field mapping, plus the Agentforce Sales Development agent.Intermediate · about 70 minutesWhat you will learn

Design a lead lifecycle with LeadStatus values and explain what conversion does to each related record

Capture leads with Web-to-Lead and the REST API, including assignment and duplicate rule headers

Run lead assignment rules from Apex with Database.DMLOptions and work with queues

Detect duplicates programmatically with Datacloud.FindDuplicates and handle DuplicateError results

Convert leads in bulk with Database.LeadConvert, including into existing accounts and contacts and without an opportunity

Write triggers and tests that behave correctly during lead conversion

Contents

The lead lifecycle

Capturing leads

Queues and assignment rules

Duplicate management for leads

Lead scoring and prioritisation

Lead conversion mechanics

Converting leads in Apex

Campaign attribution through conversion

Data quality

AI-assisted lead work: the Agentforce Sales Development agent

Worked example: an automated lead intake, dedupe and routing service

Best practices

Common pitfalls

Hands-on exercises

Key takeaways