When designing a deal registration system on Salesforce, is it best to use the lead or opportunity object? The answer is: it depends. There are a number of factors to consider when determining which object to use. Consequently, this seemingly simple question has generated a lot of confusion and debate.

To help guide your decision, we’ve indentified the top five factors to consider when determining whether leads or opportunities offer a better starting point for your deal registration system.

Who Approves Deal Registrations?

The question of who approves deal registrations impacts the decision of whether to use leads or opportunities. Let’s … Continue Reading