Set Up Account / Lead Source (Optional)

Set up Lead Source with Process Builder

This configuration is optional and availability will depend on the version of your Salesforce package. Please talk to your data provider to see if this feature is available.

Assigning a custom lead/account source value to records created by Infogroup Data Axle B2B is a recommended best practice. A few of the benefits are:

  • Administrators are able to identify records added by the prospecting feature
  • Filtered views can be created for Accounts, Contacts, Leads

Before beginning, you will need to:

Obtain system administrator access to the Salesforce org.

  • Decide on a custom source picklist value. It is recommended to use the package name. This will be referred to as picklist value in the Process Builder instructions.
  • Identify the Salesforce package’s namespace. (Setup > Installed Packages > value in the table under “Namespace Prefix”). This will be referred to as PackageNamespace in the Process Builder instructions.
  • Identify the Salesforce package’s names for the custom account, contact, and lead objects (Setup > Objects > list of objects for the installed package). These will be referred to as Infogroup_Account, Infogroup_Contact, and Infogroup_Contact_Lead objects in the Process Builder instructions.

Description:

The package’s custom objects will each have a field for Source. When the record is created using Prospecting, the value of Source will be Y. For records that previously existed or were created by any other process, the Source value will be blank. Using the criteria Source = Y, we can determine that the source of the record is the Salesforce package.

Add the new Account / Lead Source picklist value

There is one picklist that is used for Lead Source, Account Source, and Contact (Lead) Source. The custom source picklist value will only needed to be added to the picklist once.

  • Setup > type “Accounts” in Quick Find > click Fields (under Accounts)
  • Click Account Source field
  • Under Account/Lead Source Picklist Values, click New
  • Type the name of the custom source value, for this example we are calling it Data Axle B2B.
  • Click Save

Process Builder

**NOTE: This step will be completed 3 times.  Once each for:

  1. Infogroup_Account
  2. Infogroup_Contact
  3. Infogroup_Contact_Lead
  • Setup > type “process builder” in Quick Find > click Process Builder (under Workflow & Approvals)

  • Click New
  • Name the process (i.e. {Account|Contact|Lead} source set to Data Axle B2B). 
  • The process starts when A record changes
  • Save

  • Click Add Object
    • Object: Choose Infogroup_Account, Infogroup_Contact, or Infogroup_Contact_Lead object depending on which process is being built.
    • Start the process only when a record is created 
    • Click Save

  • Click Add Criteria 
    • Criteria Name: Custom Object Source = Y (This name is not important)
    • Criteria for Executing Actions: Conditions are met
    • Set Conditions: Choose the Source field.
    • Field = Source 
    • Operator = Equals
    • Type = String
    • Value = Y
    • Conditions All of the conditions are met (AND)
    • Save

  • Click Add Action
    • Action Type: Update Records
    • Action Name: Update Source
    • Record Type: Select a record related to the (custom object)
    • Choose Account | Contact | Lead depending on process being built. Do not choose Account > | Contact > | Lead >
    • Click Choose


  • Criteria for updating records: No criteria - just update the records!
    • Field: For Accounts, choose Account Source. For Contacts or Leads, choose Lead Source
    • Type: Picklist
    • Value: Data Axle B2B
    • Save

  • Review your entries, and click Activate


Repeat the Process Builder instructions to create processes for Accounts, Contacts, and Leads.

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