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- Assign to user = Creates a new lead in Salesforce.com with the name of the user as the Lead Owner.
- Use SFDC Auto-Assignment Rules = To determine the Lead Owner Lead Liaison will use Salesforce.com's assignment rules. Before using this option make sure to setup your assignment rules in Salesforce.com. Learn more about setting up Salesforce.com's assignment rules.
- Use Lead Liaison Auto-Assignment Rules = To determine the Lead Owner Lead Liaison will use Lead Liaison's assignment rules. Assignment rules can be defined by going to Settings > Administration > App Setup > Lead Distribution.
When the "Assign To" drop down is left empty the Sync User is assigned as the Lead Owner on the Lead.
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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 MSD
Use this action to sync record to Microsoft Dynamics CRM. For more details on this action and the integration see this page.
Sync Lead to Administrate
Use this action to sync records to Administrate's CRM. For more details on this action and the 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 > Administration > App Setup > Tasks.
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Only users who are also Salesforce.com users will be listed in the "Assign To" drop down. To see which Salesforce.com users are linked to Lead Liaison users go to Settings > Users > Click the Actions button > Link CRM Users (tab). |
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By default, Lead Liaison assigns the selected task to the owner of the lead/contact. |
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