Salesforce Sales Cloud Consultant Test

Which methods can be used to capture leads in Salesforce? Select two answers.

1. Email to Lead

2. Web to Lead

3. Lead Import

4. Lead Assignment

The correct answer is: Web to Lead

Capturing leads in Salesforce can be accomplished through various methods, and one of the effective ways is through Web to Lead. This method enables businesses to create a form on their website that collects visitor information and automatically creates a lead record in Salesforce when the form is submitted. It streamlines the process of capturing leads from online traffic, ensuring that potential prospects are immediately entered into the CRM system for further qualification and follow-up. Another method utilized to capture leads is via Lead Import. This approach allows users to import leads in bulk from external data sources such as spreadsheets or CSV files. It is particularly beneficial for businesses looking to migrate data or enter a large number of leads all at once, ensuring they can manage and track a wider audience effectively within Salesforce. Together, these methods provide robust solutions for businesses to gather and manage leads efficiently in Salesforce, thereby enhancing their sales processes and conversion tracking.