Lead Relationships

Relationship Visibility Aligned to Your Data

Lead Relationships is a Salesforce Lightning Component that gives teams immediate visibility into how Leads relate to existing Accounts, Contacts, Leads, and Person Accounts. Designed for organizations that value data integrity and informed decision-making, the component surfaces meaningful connections directly on the Lead Record Page.

Available for free on the Salesforce AppExchange, Lead Relationships helps teams reduce duplication, improve Lead qualification, and preserve clean data by providing relationship context at the moment it matters most.

Capabilities at a Glance

• View related Accounts, Contacts, Leads, and Person Accounts directly from the Lead Record Page for immediate relationship context
• Relationship matching based on Lead Email and Website data and aligned to standard Salesforce fields:
  • Accounts matched using the Website field
  • Contacts matched using the Email field
  • Leads matched using Email and Website fields
  • Person Accounts matched using Email and Website fields
• Configure the component in Salesforce Lightning App Builder using your own Field Sets
• Control visibility by Record Type, allowing different Field Sets to display based on context
• Display data from related Standard and Custom Objects within lookup fields
• Navigate directly to related records by selecting the Name field
• Sort results by any column for efficient review and analysis
• Full support for Person Accounts
• Define and manage a domain exclusion list to prevent non-business domains from being considered a match
• Compatible with Translation Workbench and Custom Label translations