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Anonymous
August 7, 2017
Question

Sync New Leads to Salesforce

Hi,

I have a question about a smart campaign workflow regarding syncing new leads to Salesforce.

Given this workflow, aside from the fields that are blank and need to be populated, I am not sure the workflow is correct.

Thanks,

Anne

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
August 7, 2017

Well, the flow will force a Sync in Step 2.

But your trigger needs to either remove that Constraint or set it to Lead is Created FROM XYZ source (like API, or SFDC).

What would you like to trigger this on?

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Anonymous
August 8, 2017

Hi Josh,

Thank you so much for your reply! I would like to to set it to lead is created from source API.

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