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Overview

Lead Liaison can will automatically create new Lead Liaison users from your list of Active Salesforce.com (SFDC) users on initial import. Keep in mind that only Active users in Salesforce.com will become new users in Lead Liaison.

Additionally, a Salesforce.com user can be linked (mapped) to a an existing Lead Liaison user. Users are automatically linked between Salesforce.com and Lead Liaison if they share the same email address.

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Info
titleTip

If you have lots of Salesforce.com users check the box at the top of the "Link" column to select all users.

  

Linking a SFDC User to

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an Existing Lead Liaison User

Occasionally, a SFDC user and Lead Liaison user may have different email addresses. Additionally, it may be necessary to link one SFDC user to a different Lead Liaison user.

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