Create ‘Boomerang’ Lead Source Value

Create ‘Boomerang’ Lead Source Value

 

Important: Automation in the Boomerang Salesforce package relies on the exact Lead Source picklist value “Boomerang”.

Adding a Lead Source value (Recommended)

  • Create a “Boomerang” Lead Source picklist value. To do this, you need to go to the setup option on the top right of your Sales Force Instance.
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  • Next, you need to click on the “Object Manager” button on the left of the Home page button.
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  • From here, go to the object “Lead”.
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  • In Lead, find the “Field & Relationships” option on the left side pane on the screen.
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  • Here, search for the Field Label “Lead Source”
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  • In “Lead Source”, you will find an option to create Lead Source Picklist Values. Click on “New” here.
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  • Type in the input “Boomerang” here and save it.
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  • You are all set. Now Boomerang will automatically set this value when creating a new lead or contact, but NOT set it if there is already a matching lead in your system that we update
  • This helps us properly attribute the impact of Boomerang, and can also be used as the primary flag for routing