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.
Lead Object:
Standard Fields
Annual Revenue
Company
Created By
Description
Email
Email Opt Out
Industry
Last Modified By
Lead Owner
Lead Source
Lead Status
First Name
Last Name
No. of Employees
Rating
Title
Website
Custom Fields
Last Search Engine
Last Search Phrase
Last Sync to Lead Liaison Web App
Last Web Visit
Lead Liaison Score
Original Referral Source
Product Interest
Total time spent on last visit
Total Web Visits
Contact Object
Standard Fields
Account Name
Contact Owner
Created By
Department
Description
Email
Email Opt Out
Last Modified By
Lead Source
Mailing Address
First Name
Last Name
Other Address
Reports To
Title
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