Salesforce Lead Object: Record Types vs. Custom Object

Is your Salesforce Lead object doing two completely different jobs? Sales leads on one side, sample requests or event registrations on the other — and no Record Types to separate them? You're not alone. This is one of the most common architectural traps we see when we inherit mature Salesforce orgs. In this video, I break down the two real paths out of this mess: using Record Types to split the Lead object, versus building a dedicated custom object. I cover the pros, cons, and hidden costs of each — including why rebuilding the native Lead Convert button is a trap most teams underestimate. Then I walk through the 4-question decision framework I use on every engagement to make the right architectural call the first time. 🕒 CHAPTERS 0:00 - The Lead Object Trap (Why This Happens) 0:25 - Option A: Record Types (Pros & Cons) 1:15 - Lead Processes: The Feature Most Admins Miss 1:45 - Option B: Custom Object (Pros & Cons) 2:25 - The 4-Question Decision Framework 3:25 - When to Choose Which #Salesforce #SalesforceAdmin #SalesforceArchitecture #RecordTypes #SalesforceConsulting #SalesforceTips #SalesCloud