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How Are Leads Sent From Referral Factory to Salesforce?
Create a Salesforce Lead or Contact when a new lead joins your Referral Factory campaign, with the correct fields and duplicate rules.
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Before you startWhen does Referral Factory send a new lead to Salesforce?How do I choose what happens when a lead joins?How do I create a new Lead in Salesforce?How do I create a new Contact in Salesforce?Which other fields can I map?What happens if the lead already exists in Salesforce?What should I know about Accounts and Opportunities?How do I save and test the setup?
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