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Admin User 926Admin User 926 

Lead Stage - Best Practices for a SaaS Product Company

Hi Friends, We are rolling out SFDC in our organization.

We are a SaaS Product company, so its natural for our leads to sign up for trial. Which means as propspects self signup for a trial / evaluation instance we get many details from every lead. Such as:
  1. Lead Conact details (Name, Country, Phone, Email)
  2. Lead Account Details (Name, Country)
  3. Trial Instance Details (Domain name etc)
  4. Trial License Details (Trial Expiry Date, can be extended by sales rep if and when needed)
I am looking for advice on does it makes sense to save all these details in a single "Lead" Object OR will it makes sense to multiple objects at the lead stage itself? Such as "Account" (standard) and "Contract" Object (to reflect the 30 days free trial contact, there is no legal requirement to do so)

btw, is there a standard "License" Object build from a technology company prepective that we can re-use at this stage or for later stages?

Just to be clear, I seeking advice prior to convertion of "Lead" to "Oppertunity".

Thank you in advance.

 
Himanshu ParasharHimanshu Parashar
Hi,

I think you can use the single Lead object. this all will be handled at SFDC side in LMA app. You can go through the License Management section of following document
  
https://developer.salesforce.com/page/Releasing_an_Application_on_Force.com

Thanks,
Himanshu
Salesforce Certified Developer | Administrator | Service Cloud Consultant

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