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In Lead Liaison, map the Salesforce.com User to the Lead Liaison User

  • Go to the Administration area
  • Click Users on the left-hand menu
  • Click the Settings > UsersLink CRM Users tab
  • Find the row for the new Salesforce.com User. Salesforce.com Users are on the right side and Lead Liaison Users are on the left side. If you don't see the User click the "Refresh SFDC Users" button.
  • Once the new Salesforce.com User is shown double click the cell on the left to select the new Lead Liaison User you want to map the Salesforce.com User to. 
  • Click the "Update" button.

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