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john s.
Which custom Matching Possibilites with Contacts from Outlook and Accounts i have?
Salesforce Professional
SFO 3.22
Hello Community,
We have some Contacts in our Exchange and we want tio sync these with SFO.
Unfortunately we have several Sub-Companies and the Mathching Algorythm from SF doesn't hit eyerytime the right Account.
So we want to assign our Contacts to the right Account with an Account Number.
I tried to create some Custom Fields in the Outlook Forms and mapped these with the related Fields in Salesforce.
But this seems not to work, the Field Value won't be recognized from Salesforce.
Furthermore should the assignment running in an automatic way ... i hope this can be achieved with Process Builder
So.. does anyone has some experiences ?
Thanks for help
regards john
SFO 3.22
Hello Community,
We have some Contacts in our Exchange and we want tio sync these with SFO.
Unfortunately we have several Sub-Companies and the Mathching Algorythm from SF doesn't hit eyerytime the right Account.
So we want to assign our Contacts to the right Account with an Account Number.
I tried to create some Custom Fields in the Outlook Forms and mapped these with the related Fields in Salesforce.
But this seems not to work, the Field Value won't be recognized from Salesforce.
Furthermore should the assignment running in an automatic way ... i hope this can be achieved with Process Builder
So.. does anyone has some experiences ?
Thanks for help
regards john