...
Use this action to create a new lead in Salesforce.com. When this action executes Lead Liaison will import imports the Prospects entire profile into Salesforce.com as a new lead. If the Prospect already exists in Salesforce.com as a lead or contact (matched by email address) then the lead will by synced with the Prospect in Salesforce.com. When a lead/contact is synced with a Lead Liaison Prospect, Lead Liaison will enhance enhances the CRM record by adding lead scoring, lead grading, behaviors and other key qualification criteria to the lead/contact record.
When adding the Sync Lead to SFDC action it's necessary to you can select a value from the "Assign To" drop down. There are three options for the value of this drop down as described below:
- Assign to user = Creates a new lead in Salesforce.com with the name of the user as the Lead Owner.
- Use SFDC Auto-Assignment Rules = To determine the Lead Owner Lead Liaison will use Salesforce.com's assignment rules. Before using this option make sure to setup your assignment rules in Salesforce.com. Learn more about setting up Salesforce.com's assignment rules.
- Use Lead Liaison Auto-Assignment Rules = To determine the Lead Owner Lead Liaison will use Lead Liaison's assignment rules. Assignment rules can be defined by going to Settings > Administration > Lead Distribution.
When the "Assign To" drop down is left empty the Sync User is assigned as the Lead Owner on the Lead.
| Note | ||
|---|---|---|
| ||
Note that Salesforce.com requires the Company and Last Name fields before a lead can be created. If the Sync Lead to SFDC action runs on a Prospect and the Company and/or Last Name fields are empty Lead Liaison will insert "Anonymous" as a value into the Company and/or Last Name fields. |
...
Create Task
Use this action to automatically create a task against a lead/contact in Salesforce.com and assign the task to a specific user. To use this action select one of the pre-configured tasks under the "Task" drop down and assign the task to a user. To setup new tasks and make them available for selection under the "Task" drop down go to Settings > Administration > Tasks.
...