Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Lead Relationships by Englhard Consulting
Relationship Checking for Business Development
- Business Need
- SalesProductivityLead & Opportunity Management
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Easily see how your Leads are related to Accounts, Contacts, and Leads based on the Email or Website of the Lead.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Lead Relationships/Winter 19 1.2.0
- Listed On
- 10/22/2018
- Latest Release
- 04/20/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyPerson AccountsManaged PackageLightning App Builder
- Package ContentsIf 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: 1Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 1App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Lead Relationships gives you a customizable Lightning Component to be added to your Lead record pages. Using Field Sets on the Account, Contact, and Lead objects, you can set the columns to display for the matched records. Records match the Lead record through the value of the Lead Email and Website, showing your Users related Accounts, Contacts, and Leads. Use custom fields, custom objects, and translate labels into other languages.
Need help?
Englhard Consulting
Jacksonville, FL, USA
Lead Relationships does not provide support and makes no guarantee as to functionality. However, bugs may be sent to our support email.