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Once this feature has been added to your account you'll see the application in the Lead Liaison App Cloud. Go to Settings > Integrations > App Cloud and install the app. Next, head to Settings > Integrations > Connectors and enter your credentials into the Salesforce.com Create Connector. Once you've successfully connected you'll see a prompt similar to the one below.
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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 |