Change Field Accessibility to Allow Syncing

Change Field Accessibility to Allow Syncing


To enable Salesforce.com fields to be visible and editable by Lead Liaison the visibility/access settings for each field under Lead, Contact, Account, and User must be changed.
Important: These settings must be applied to the CRM user whose account is used for automatic syncing (see "Setting up Sync Account" section below).

List of fields to change visibility/access settings on


Below is a list of the Lead, Contact, Account, and User fields that must be changed in the sync user's account.

  1. Lead Object:



  1.  

    1. Standard Fields



  1.  

    1.  

      1. Annual Revenue

      2. Company

      3. Created By

      4. Description

      5. Email

      6. Email Opt Out

      7. Industry

      8. Last Modified By

      9. Lead Owner

      10. Lead Source

      11. Lead Status

      12. First Name

      13.   Last Name

      14. No. of Employees

      15. Rating

      16. Title

      17. Website



  1.  

    1. Custom Fields



  1.  

    1.  

      1. Last Search Engine

      2. Last Search Phrase

      3. Last Sync to Lead Liaison Web App

      4. Last Web Visit

      5. Lead Liaison Score

      6. Original Referral Source

      7. Product Interest

      8. Total time spent on last visit

      9. Total Web Visits



  1. Contact Object



  1.  

    1. Standard Fields



  1.  

    1.  

      1. Account Name

      2. Contact Owner

      3. Created By

      4. Department

      5. Description

      6. Email

      7. Email Opt Out

      8. Last Modified By

      9. Lead Source

      10. Mailing Address

      11. First Name

      12. Last Name

      13. Other Address

      14. Reports To

      15. Title

  

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