How to Relate Leads to Accounts in Salesforce

A common issue companies run into in Salesforce is the existence of leads in their database that are current customers. Leads can come into Salesforce from web forms, whitepapers, list uploads, etc. If nothing is checking to see if these people are current customers, sales reps could end up cold calling these leads only to find out the company is already a customer of theirs…embarrassing, right?!

Blu Ninjas has developed a free 5-star rated AppExchange package that relates a Lead record to an Account record by looking for a match between the Lead's email address domain and the Account's website domain. While this doesn't find all of the leads that could exist for your Accounts, it does help. This video will show you how to install and configure the app in minutes.

Click on the thumbnail to the right to watch this tutorial on YouTube.

If you're looking for a high level quick how-to be sure to check out our sister site's original article on Blu Ninjas.