Quick summary
This demo walks you through the exact steps to create a new lead in Salesforce using the App Launcher and Leads module. In just a few clicks, you can capture lead details and save them directly to your CRM pipeline.
Steps
- Click the App Launcher at the top of your Salesforce dashboard to open the app menu.
- Scroll down and select Leads from the list of available apps.
- Click the New button at the top of the Lead page to open the lead creation form.
- Fill in the details for your new lead, including name, company, and contact information.
- Once done, click Save to submit the lead record.
- Confirm that a new lead has been successfully created in your Salesforce instance.
