Linking to Most Recent Salesforce Lead/Contact
Default Setting
This setting is turned off by default.
Lead Liaison associates a Lead Liaison Prospect to a Salesforce Lead or Contact by email address. For select installations, this may introduce new challenges since Salesforce allows new Leads/Contacts to be created with any email address even if other Leads/Contacts have the same email address. To work around this, it may be necessary to link a Lead Liaison Prospect to the most recent Salesforce Lead/Contact created with the same email address. Lead Liaison provides a "Link to Most Recent Salesforce Record" setting which can be turned on and will do two things when enabled:
- Renew the association between a Lead Liaison Prospect and a Salesforce.com Lead/Contact with the same email address when a new Lead/Contact is created in Salesforce.com with the same email address. The original association will be removed and a new association will be established to the Salesforce.com with the most recent create date.
- Migrate the "Lead Liaison Marketing Data" and "Lead Liaison" sections (if added to your Salesforce.com Lead/Contact layout) from the original association to the new association as defined in #1 above.
To access this setting go to Settings > Account > Settings > Salesforce and turn the "Link to Most Recent Salesforce Record (duplicate emails)" setting on.
© 2021 Lead Liaison, LLC. All rights reserved.
13101 Preston Road Ste 110 – 159 Dallas, TX 75240 | T 888.895.3237 | F 630.566.8107 www.leadliaison.com | Privacy Policy