Usage guide: Adopt - Salesforce essentials
The Adopt - Salesforce essentials library pack enables new hires to:
Navigate the Salesforce interface, and customize their Nav Bar according to their role and preferences.
Discover how to create Accounts, Contacts, and Leads.
Learn how the Lead conversion process works.
Library pack uses
Use the library pack content for the following purposes.
Visibility
The Adopt - Salesforce essentials in-app guides are the starting point of this library pack. They provide an interactive process that empowers new hires to confidently navigate and use the Salesforce platform from day one.
Use cases
In addition to the relevant use cases covered below, you may uncover other troubleshooting scenarios specific to your environment.
Creating a Lead
For new employees, the concept and purpose of a Lead in Salesforce can be unclear, especially when distinguishing it from other record types like Accounts or Contacts. Without a solid understanding, Leads may be created with incomplete information, poor categorization, or missed qualification criteria, resulting in inefficient sales pipelines and lost business opportunities.
The provided guide "Lead - How to create" is designed to help new users understand the importance of properly creating a Lead and capturing the right data early in the sales cycle. This involves capturing and storing key information about a potential client or customer in the early stages of the sales process. The purpose is to gather enough data to determine whether the lead is worth pursuing, ultimately qualifying it into an Account, Contact, and Opportunity.
Converting a lead
Lead Conversion in Salesforce is the process of turning a qualified Lead into three related standard objects:
Account (the company)
Contact (the individual)
Opportunity (a potential sale — optional)
This conversion marks the transition from potential interest to an active sales process.
New Salesforce users often find this process confusing, especially when deciding whether to create new records, merge with existing ones, or generate an opportunity. Without clear guidance, users may accidentally duplicate data, miss critical associations between records, or fail to initiate the appropriate next steps in the sales process. This can disrupt pipeline visibility and hinder team collaboration.
The provided guide "Lead - How to convert" is designed to help new employees confidently and correctly convert qualified Leads into actionable records that align with the organization’s sales process.
Additonal guides
Other use cases include creating Accounts and Contacts outside of the Lead Conversion process and user guides on customizing the nav bar and setting up a delegated approver (for customers using Salesforce CPQ).
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