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Lead Scoring

By Salesforce Labs

Free  

Never requires payment

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Business Need
Marketing

Score leads based on who they are (lead criteria) and what they do (campaign member criteria). Save time by prioritizing the best leads and nurturing those not ready to buy. Editions supported: UE, EE, and PE* *PE requires campaigns

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Professional Edition customers must have Campaigns. If you have lead or campaign member triggers that execute more than 30,000 script statements, your effective active lead rules limit may be less than 200 + 450 additional active campaign member rules.

App Details

Version
Lead Scoring/Lead Scoring 2.0.0
Listed On
01/28/2010
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/28/2010

Additional Details

Lead Scoring makes sales more efficient by focusing on the most promising leads first, and helps align sales and marketing by clearly delineating which leads marketing owns and which leads Sales owns based on lead priority. Create up to 200 active Lead rules to score some leads higher than others based on who they are. Create up to 450 active Campaign Member rules to score leads based on what they do. Active rules add points towards the Total Score and Total Score drives Lead Priority,so that Sales can focus on the best leads first. Note: Web activity and time based rules are not supported. Consider other AppExchange partners for more advanced scoring needs. Installation Instructions: Please use the uploaded powerpoint guide for more details on how the app works, app limitations, and how to install it. This file is a copy of the source code for version 2.0, and it is more updated than the unmanaged package due to a namespace upload issue: https://na7.salesforce.com/sfc/p/A0000000JKOD6LQwZhKkGBs1mkmFAizNUvtImLc=

Need help?

Salesforce Labs

San Francisco, CA, USA

Please email me with questions on any of the following: 1) Installation questions 2) "How does it work" questions 3) Technical questions 4) Any errors or bugs 5) Ideas to make the app better John Kucera Product Manager

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