Lead Liaison will automatically create new Lead Liaison users from your list of Active Salesforce.com (SFDC) users on initial import. Keep in mind that only Active users in Salesforce.com will become new users in Lead Liaison.
Additionally, a Salesforce.com user can be linked (mapped) to an existing Lead Liaison user. Users are automatically linked between Salesforce.com and Lead Liaison if they share the same email address.
To access the page that links SFDC users to Lead Liaison users do the following:
To automatically create a new Lead Liaison user from a Salesforce.com user do the following:
If you have lots of Salesforce.com users check the box at the top of the "Link" column to select all users. |
Occasionally, a SFDC user and Lead Liaison user may have different email addresses. Additionally, it may be necessary to link one SFDC user to a different Lead Liaison user.
To change the link between a SFDC user and Lead Liaison user do the following:
Lead Liaison imports new SFDC users in three ways: