Overview
Salesforce.com Create enables you to export records from Lead Liaison into Salesforce.com. Person and company data is exported from the system into your CRM. This seamless integration allows salespeople to easily create new lead records in Salesforce.com from multiple areas in Lead Liaison, such as the visitor tracking page or Prospect Profile.
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From the Prospect Profile page, click the Export to CRM link as shown below to push the record into your CRM.
Export from the Prospects Page
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| Info | ||
|---|---|---|
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Fields in red font are required |
Salesforce Field | Lead Liaison Field |
Full Name | Full Name |
First Name | First Name |
Title | Job Title |
Last Name | Last Name |
Company | Company |
Lead Source | Original Lead Source |
Industry | Industry |
Annual Revenue | Annual Revenue |
Work Phone | Work Phone |
Fax | Fax |
Website | Website |
No of Employees | Number of Employees |
Street | Street Address |
City | City |
State | State/Province |
Zip Code | Zipcode |
Country | Country |
Description | Description |
Salutation | Salutation |
Mobile | Mobile Phone |
Do not Call | Do Not Call |