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Anonymous
December 19, 2016
Question

SFDC Sync - Web created leads

  • December 19, 2016
  • 1 reply
  • 2094 views

Hi all,

We recently set up a campaign to sync leads to SFDC after they fill out a form. It's working until we get to the last flow step - the sync.

We have the leads created from web services assigned to a marketing team member until they can be reviewed by sales (not ideal but the way we have to do it for now). Once they are assigned to the sales team member, we can see certain data value changes but aren't sure why. Screen captures of the campaign and the lead activity log are attached.

Has anyone had anything similar happen to them?

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1 reply

Jim_Thao7
Jim_Thao7
Level 8
December 19, 2016

If you double click on the activity that you're interested in, you will see something along the lines of "Source" which will give you more insight as to what changed it.  For example, double-click on "Changed Status from [null] to 'Raw Lead'"

Perhaps these are SFDC workflows for when a lead is created?

Josh_Hill13
Josh_Hill13
Level 10
December 20, 2016

I suspect this is the case. Often there are enrichment processes on either side.

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