Update lead source and attribution

Update lead source and attribution in Salesforce — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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I need the lead record updated so marketing and the AE see who earns credit. Update the lead source…
I need the lead record updated so marketing and the AE see who earns credit. Update the lead source to 'Paid Search - Q3 Google Ads' and set the primary campaign to 'Q3 Brand Push', then add UTM attribution values to the attribution fields. Do this before I hand the lead to Jamie in SDR at 10:30 so commission and pipeline reports are correct.

Improve — make it easier to accept

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Before I change the source across 120 leads, make it impossible for someone to miss attribution:…
Before I change the source across 120 leads, make it impossible for someone to miss attribution: surface the current lead source and UTM at the top, highlight mismatches where source and campaign disagree, and flag leads that will change owner if I update source. Suggest a short confirmation message I can show to the user that explains the impact on reporting and pipeline.

Decide — diagnose the stuck moment

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I imported 137 leads from a trade form; most display 'Web' with no UTM and they will go to…

I just imported 137 leads and many show 'Web' as source with blank UTM

I imported 137 leads from a trade form; most display 'Web' with no UTM and they will go to different AEs. I'm afraid I'll break attribution and upset commission splits if I bulk-change them. I can't see which leads actually came from paid search vs organic. What is the most reliable way to reconcile these records, preserve current owner assignments, and fix attribution without losing reporting fidelity?

Become — change the pattern

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Across several quarters, our imports and SDR uploads strip UTMs and we keep chasing attribution…

We repeatedly lose campaign attribution after imports

Across several quarters, our imports and SDR uploads strip UTMs and we keep chasing attribution fixes. This costs hours reconciling reports and costs disputes between marketing and sales. Which habits should we change so lead source stays correct: how to change the import checklist, ownership handoff, and a simple validation step to prevent future mass attribution loss?

Next to this one

Other CRM work people do in Salesforce.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.