Salesforce Lead conversion page template

When to start from this template

• Agreeing a lead qualification process with marketing and sales on one page.
• Deciding which fields a rep must complete before a lead can be converted.
• Prototyping the page a new inbound team will live in during their first week.

What is on the page

Read off the template itself, the way the spec export reads it.

Highlights panel

Company, Lead Status, Lead Rating, Email, Phone

Stage path

Unqualified → New → Working - Contacted → Qualified → Converted

Sections

Lead Information (8 fields)

Actions

Convert Lead, Edit

Related lists

Products, Notes & Attachments, Campaign History

The spec the studio writes for it

The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 5 scenarios in all; the export has every one.

As a Lead user,
I want to open a Lead record and see 5 key details at a glance, run the Convert Lead and Edit actions, move the record along its Stage path and work with its Products, Notes & Attachments and Campaign History,
So that Stage stays accurate without leaving the record page.

# Scenario: Required fields on save
Given a user is editing a Lead record
When the user saves with any of these left empty:
  - "Full Name" in "Lead Information"
  - "Company" in "Lead Information"
Then the page shows an error against each empty field
And the record is not saved.

# Scenario: Moving Stage from "Working - Contacted" to "Qualified"
Given the record's "Stage" is "Working - Contacted"
When the user clicks "Mark Status as Qualified" on the path
Then "Stage" becomes "Qualified"
And Guidance for Success shows "BANT criteria confirmed by AE."

# Scenario: The "Products" related list
Given a user is viewing a Lead record
Then the "Products" list is on the page
And it says there is nothing to show.

Data dictionary

Every field with the API name it would deploy under.