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About Salesforce Lead Routing

Jenna
Jenna
  • Updated

Purpose

This article goes over how to route your integrated partner registered deals in your Salesforce.

 

FAQ: Can Allbound assign partner registered leads to the appropriate account owner in Salesforce?

Allbound is unable to integrate with the lead owner field in your CRM. This is handled by configuring lead assignment rules in Salesforce. Allbound does not have access to route to licensed users of Salesforce. The integration is only able to populate the rep who registered the deal into the Partner Contact lookup field that lives on the lead record which is simply a contact in your system, not a licensed user

The integration cannot integrate with the API OwnerId in your CRM as it is a lookup field to licensed Salesforce users.

 
Learn more about Salesforce Lead Routing


Lead Routing in Salesforce
About Assignment Rules

 

This is true for all CRMs

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