Nurturing Process

by Salesforce LabsSalesforceFree

Add a configurable lead-nurturing process to Salesforce Lead pages, with activities and stages for sales teams.

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PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Nurturing Process — screenshot from the Salesforce AppExchange listing

What it does

Adds a component to the Lead page layout and a nurturing process to Lead records. The process shows sales teams which actions to complete at each stage before moving forward. Four custom objects store the process, stages, activities, and activity tracking. Additional Lead status steps and custom processes can be configured.

Key capabilities

from the Salesforce AppExchange listing

Lead page component

Adds one Lightning Web Component to the Lead page layout.

Custom nurturing process

Allows creation of a process with defined steps for Lead records.

Extended Lead statuses

Adds steps beyond the standard Lead status values.

Activity tracking objects

Uses custom objects for Lead nurturing processes, stages, activities, and activity tracking.

Who it's for

Sales teams managing Lead-stage activities.

How it compares

Nurturing Process adds defined steps and activity tracking for Lead nurturing, while Dynamic Path groups picklist values and displays key fields during record updates across standard and custom objects. Dynamic Path focuses on customizing Salesforce Path functionality, whereas Nurturing Process stores Lead processes, stages, activities, and activity tracking in custom objects.

NamePricingDeploymentUpdated
Nurturing Processthis pluginFreeCloud
Lead Relationships by Englhard ConsultingFreeCloud
Dynamic PathFreeCloud

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«This component can be added to your Lead page layout and a nurturing process can be added to the Lead, which will guide your sales team on every stage on what actions need to be completed to proceed to the next stage. There are 4 custom objects which hold the Lead Nurturing Process, Lead Stage, Lead Activities, and …»

Official marketplace listing

Publisher
Salesforce Labs
Updated on marketplace
Facts verified