Assign a Lead in Salesforce based on existing Contact Owner — A Learning Diary


Lead Assignment Rules in Salesforce are useful, but fairly limited. For example, one of the things you can’t do is assign a new Lead to the same owner of an existing Contact in Salesforce. Why might you want to do this? Well, let’s say your business uses Web-to-Lead functionality where customers/prospects fill in an enquiry […]

via Assign a Lead in Salesforce based on existing Contact Owner — A Learning Diary

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