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Overview
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Setting | Description | Note |
|---|---|---|
Merge duplicate SFDC records | Merges duplicate SFDC records into the Master/Primary record | Disabled by default |
| Link to first SFDC Contact record identified (duplicate emails) | Links the Lead Liaison Prospect to the first Salesforce.com Contact detected with the same email address | Disabled by default |
| Link to most recent SFDC record (duplicate emails) | Links the Lead Liaison Prospect to a Salesforce.com Lead or Contact with the same email address who was most recently created | Disabled by default |
| Notify people of new duplicate SFDC records | Notifies people via email if a duplicate record in Salesforce.com was just created (applies to Leads and Contacts) | Disabled by default |
Learn more about these duplicate management features here.
Lead Capture Settings
Lead Liaison automatically supplements website visitor traffic and web form submissions with business intelligence (revenue, industry, description, etc.) information to enrich records. Enrichment can be turned off as needed.
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- with the handwritten letters feature, if the letter is configured to be sent from a lead owner and no lead owner exists, or the user has incomplete address information (missing Street Address, City, State, or Zip) then this address will be used.
- with postcards, similar to handwritten letters as mentioned above.
Notification for Users with Bounced Email Addresses
If the setting above is turned on then we'll send a notification to the provided email addresses anytime a user email bounces, and we mark them as bounced in the system.
