Lead Relationships – a FREE Salesforce Lightning Component to manage your Lead Relationships
Now on the AppExchange!
Manage your Lead relationships with ease. View related Accounts, Contacts, Leads, and Person Accounts from your Lead Record Page.
Relationships are based on Email and Website for the Lead. Tied to the following objects:
Accounts – Using the Website field
Contacts – Using the Email field
Leads – Using the Email and Website fields
Person Accounts – Using the Email and Website fields
Setup is easy in Salesforce Lightning App Builder – Select the Fields to display through your own Field Set. Create your own filter visibility to show different Field Sets by Record Type.
Use custom fields and display information from Related Objects in a lookup field, both Standard and Custom. Click on the Name field of the related Record to take you to the related Record.
Click on any column header to sort by that field. Support for Person Accounts as well!
Create and manage your own domain exclusion list to exclude unwanted domains, like gmail.com or outlook.com, from being considered a match.
Works with translation workbench and custom label translation too.
Install Lead Relationships today, free on the AppExchange!