Lead Relationships

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.

Lead Relationships Cover Image

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

Lead Relationships Page Header

Lead Relationships Page Tabs

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.

Lead Relationships Lightning App Builder Field Set

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.

Lead Relationships Custom Fields and Name Links

Click on any column header to sort by that field. Support for Person Accounts as well!

Lead Relationships Sort and Person Account

Create and manage your own domain exclusion list to exclude unwanted domains, like gmail.com or outlook.com, from being considered a match.

Lead Relationships Domain Exclusion List

Works with translation workbench and custom label translation too.

Lead Relationships Spanish Translation

Install Lead Relationships today, free on the AppExchange!

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeFcwUAF