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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. |
Sync Lead to
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MSD
Use this action to sync records to Administrate's record to Microsoft Dynamics CRM. For For more details on this action and the integration integration see this page.
Sync Lead to
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Administrate
Use this action to sync record to Microsoft Dynamics records to Administrate's CRM. For more details on this action and the integration integration see this page.
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 > App Setup > Tasks.
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