SalesForce Fields
Status: Open · Asked by jasonl on · 0 views
How do I map additional fields to SalesForce? I only see like 14 fields that can be mapped to SalesForce.
Also, is it possible to look for a lead and if a match isn't found, then create a new lead instead of just creating a new lead which will cause duplicates.
How do I map additional fields to SalesForce? I only see like 14 fields that can be mapped to SalesForce.
Could you please elaborate a bit more on this query?
Also, is it possible to look for a lead and if a match isn't found, then create a new lead instead of just creating a new lead which will cause duplicates.
Yes, it is possible. Just follow the steps given below:
- To search for an existing lead, use the Salesforce: Search Record action step.
- Add a Filter to your workflow to filter out existing leads.
- Set up Salesforce: Create Lead as the action event to create new leads.
