{"id":1013,"date":"2024-02-06T16:31:09","date_gmt":"2024-02-06T16:31:09","guid":{"rendered":"https:\/\/releasd.com\/blog\/?p=1013"},"modified":"2025-11-11T14:38:54","modified_gmt":"2025-11-11T14:38:54","slug":"how-to-track-leads-from-your-pr-campaign-in-salesforce","status":"publish","type":"post","link":"https:\/\/releasd.com\/blog\/how-to-track-leads-from-your-pr-campaign-in-salesforce\/","title":{"rendered":"How to track leads from your PR campaign in Salesforce"},"content":{"rendered":"
Richard Benson | MD, Releasd<\/div>\n
\"\"<\/div>\n

One of the conclusions of our article entitled \u2018Can PR Metrics Truly Measure Outcomes & Impacts?<\/a>\u2019 was that comms professionals need to look for data outside<\/em> of PR in order to prove genuine ROI.<\/p>\n

An example of this was to track sales leads via an organisation\u2019s CRM. A \u2018Lead\u2019 is a prospect who has shown interest in a product or service. A source is where they first heard about it.<\/p>\n

One of the most popular CRMs is Salesforce<\/a>, so we thought it’d be handy to create a step by step guide for PRs looking to exploit this powerful platform.<\/p>\n

Considerations:<\/p>\n

– This pertains to Salesforce\u2019s Lightning interface, not the Classic version
\n– It requires admin level access
\n– It obviously requires a willing sales team who are tracking lead sources (ie where leads came from) and inputting that into the CRM<\/ol>\n

Here\u2019s a snapshot of what we\u2019re aiming for: a live report showing leads by source, where one of those sources is PR.<\/p>\n

\"\"<\/p>\n

OK, let\u2019s get going!<\/p>\n

Stage 1: Adding a new \u2018Lead Source\u2019 for your PR campaign<\/h1>\n

The first step is to ensure the new lead source (e.g. ‘PR Campaign’) is available for selection within the CRM:<\/p>\n

1.1 Click on \u2018Setup\u2019 in the header:<\/strong><\/p>\n

\"\"<\/p>\n

1.2 Search for \u2018Object Manager\u2019 in the sidebar:<\/strong><\/p>\n

\"\"<\/div>\n

1.3 Search for lead and click on the \u2018Lead\u2019 result:<\/strong><\/p>\n

\"\"<\/p>\n

1.4 Find ‘Fields and Relationships in the left column, then search for and select \u2018Lead Source\u2019:<\/strong><\/p>\n

\"\"<\/p>\n

1.5 Click the \u2018New\u2019 button:<\/strong><\/p>\n

\"\"<\/p>\n

1.6 Add one or more Lead Sources, for example \u2018PR Campaign\u2019 and click the save button:<\/strong><\/p>\n

\"\"<\/div>\n

You can add as many sources as you like here: just enter a new line for each one.<\/p>\n

Stage 2: Ensure the sales team is aware of the new Lead Source<\/h2>\n

2.1 It\u2019ll be visible when the Lead Source field is selected in the lead screen:<\/strong><\/p>\n

\"\"<\/div>\n

Stage 3: Create a live report that displays Leads by Source<\/h2>\n

3.1 Click on \u2018Reports\u2019 in the top navigation bar, then click \u2018New Report\u2019:<\/strong><\/p>\n

\"\"<\/p>\n

3.2 Search for and select \u2018Leads with converted lead information\u2019:<\/strong><\/p>\n

\"\"<\/p>\n

If it doesn’t display, make sure to select ‘All’ in the left column menu.<\/p>\n

3.3 First, decide which fields you want to display in the report: you can search, delete and reorder. Here are some useful fields:<\/strong><\/p>\n

\"\"<\/div>\n

3.4 Now we want to group the rows by Lead Source. Scroll up the screen to the \u2018Groups\u2019 section. Search for and select \u2018Lead Source\u2019:<\/strong><\/p>\n

\"\"<\/div>\n

3.5 Now click on the Filters tab and select your parameters. For example, you may want to only show leads that were created during and just after the PR campaign took place. Click \u2018Apply\u2019 when happy:<\/strong><\/p>\n

\"\"<\/p>\n

3.6 \u2018Save and Run\u2019 the report:<\/strong><\/p>\n

\"\"<\/p>\n

3.7 Now, let\u2019s create a pie chart to display the different Lead Sources. Click \u2018Add Chart\u2019:<\/strong><\/p>\n

\"\"<\/p>\n

3.8 Then select the little cog icon:<\/strong><\/p>\n

\"\"<\/p>\n

3.9 We recommend the settings as shown below:<\/strong><\/p>\n

\"\"<\/div>\n

3.10 And voila!<\/strong><\/p>\n

\"\"<\/p>\n

You now have a live report displaying leads by source, with a data table showing which ones have \u2018converted\u2019 to deals and ultimately customers. The holy grail!<\/p>\n

We hope this guide was helpful. If you have any questions about Salesforce for tracking PR, drop us a line at hello@releasd.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Richard Benson | MD, Releasd One of the conclusions of our article entitled \u2018Can PR Metrics Truly Measure Outcomes &<\/p>\n\t\t

\n\t\t\tread<\/span><\/path><\/g><\/svg><\/a>\n\t\t<\/div>","protected":false},"author":2,"featured_media":1050,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6,8],"tags":[35,26,34,37],"class_list":["post-1013","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","category-best-practice","tag-impacts","tag-measurement","tag-outcomes","tag-salesforce"],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/releasd.com\/blog\/wp-content\/uploads\/2024\/03\/Track-PR-leads-in-salesforce.png","amp_enabled":true,"_links":{"self":[{"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/posts\/1013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/comments?post=1013"}],"version-history":[{"count":19,"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/posts\/1013\/revisions"}],"predecessor-version":[{"id":1257,"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/posts\/1013\/revisions\/1257"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/media\/1050"}],"wp:attachment":[{"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/media?parent=1013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/categories?post=1013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/releasd.com\/blog\/wp-json\/wp\/v2\/tags?post=1013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}