The Basic Rules about syncing to Salesforce
Can I modify existing Salesforce information with LeadIQ?
No. Salesforce records are create net new only, so you will be thrown a duplicate error if Jon Smyth from Acme.co is already in your Salesforce records and you're attempting to capture him on LeadIQ and sync to Salesforce. The good news is that your Salesforce records won't be in jeopardy.
I captured someone before, and lately I tried re-capturing and unlocking mobile phone information. Will it save to Salesforce?
No. LeadIQ will not modify existing records in Salesforce. You'll need to copy/paste the new data into an existing record.
Will LeadIQ create Salesforce Accounts for me?
Yes. If you're saving as a Contact in Salesforce, we'll automatically be searching your Salesforce for Accounts containing the company's domain and associating the Contacts with them. If we don't find the domain, we'll create a new Account when you capture. Alternately, you can save leads to a Campaign and manually create a Salesforce Account using our sync to Salesforce modal within the web application.
Can I override LeadIQ's Salesforce Account auto detection and select an Account to assign a Contact to?
Absolutely. You can do this via the extension by clicking on an individual, scrolling to the Salesforce Account field and searching for an Account name to assign them to. Select the alternative Account, or create a New Account. Once done, hit Capture and this lead will be saved to your selected Account. Again, you can also do this separately in the sync to Salesforce modal within the web application.
Some leads have blue clouds and some don't - what does this mean?
That's our de-duplication process to indicate the status of a lead in your Salesforce records. If we detect a match with the name and/or Company, we will display a blue cloud under the leads' avatars to let you know you might have a duplicate. Click on the blue cloud and you will be able to see potential duplicate's name and Account information (if any).
Capture these leads and we will attempt to match the information in your Salesforce records. If saving as a Contact, we'll assign the lead to an Account and you will see a blue cloud with a white check mark:
Click on the checked cloud will show you a lead's records in Salesforce; click on the lead's name and it will take you to the record in Salesforce.