Salesforce: creating a new lead
Walk through creating a lead in Salesforce: open Leads, start a new record, fill in the prospect's name, company, title, phone and email, then save it and check the result.
This interactive Salesforce demo walks you through creating a new lead step by step.
What this walkthrough covers
- Opening Leads from the Sales app
- Starting a new lead with New
- Choosing the salutation Mr. from the dropdown
- Entering the first and last name, Jordan Lee
- Adding the company, TCL Construction, and the title, Supervisor
- Adding a phone number and an email address
- Saving the lead and checking the new record
How to use it
Leads are where a Salesforce sales process starts: a lead holds a prospect before they qualify, and converting it later creates the account, contact and opportunity. Creating one cleanly, with the company and title filled in, is the first thing a new rep does in the CRM.
The walkthrough uses fictional data from a practice org, so it can be shared freely with new hires or customers learning Salesforce basics.
Send it to new sales reps before their first day in the CRM, or embed it in a Salesforce basics course.
How it was built
The workflow was recorded in Chrome with Demo Maker Pro while clicking through the real interface at a 1536 x 864 window. Each captured step keeps the page's HTML, CSS and text instead of flattening the screen into an image, so it stays sharp at any size.
The tooltips, the opening card and the finish screen were added afterwards in the desktop editor, then the walkthrough was published to Demo Maker Pro hosting. The same project can be exported as a single HTML file instead.
Build your own interactive HTML demo
If the system runs in Chrome, record the workflow you already know and turn it into a guided interactive demo. Create it locally, export the HTML yourself, or publish it for a shareable link.
Frequently asked questions
Does this walkthrough work offline?
The copy on this page is published to Demo Maker Pro hosting, so it needs a network connection. Any walkthrough made with Demo Maker Pro can also be exported as a single self-contained HTML file, which opens locally without an internet connection, from a laptop or a USB drive. A copy hosted on an intranet or LMS needs access to that host.
Do viewers need a Salesforce account?
No. The walkthrough is a captured copy of the real app, so anyone can click through it without a login, a license, or a practice org.
Can I make a walkthrough like this for my own system?
Yes. If the system runs in Chrome or Edge, Demo Maker Pro records it as you click and turns the flow into an interactive HTML demo you own.
This walkthrough was captured for educational purposes and is not affiliated with, endorsed by, or sponsored by the vendor of the system shown. All product names, logos and trademarks are the property of their respective owners. No customer data appears in this walkthrough.