We just switched our Web trial form (http://www.articulate.com/free.aspx) from Web-to-lead to leveraging the API in order to split the form into two parts -- create a lead with name and email, then update the lead record with additional details.

This has had two undesired effects:

1) Lead assignment rules not triggered (we found the work-around for this via the API).
2) Auto-response emails not triggered.

Looking for a way to do to #2. Is this possible via the API? Any help would be greatly appreciated!

Thanks,
Gabe

Hi,

We are sending bulk records to salesforce using web services. The objects array is created of size 200. In this 200 records, there is a chance of having the records which is already existing in Salesforce database. Due to this duplicates occuring. Wouldn't SF check the Firstname, Lastname, address fields as key before creating new records? If not, then what is the procedure to avoid this situation. ALso most of transactions are bulk like craetign 40,000 records sometimes...
Please advice.

Thanks,

Hello All,

Is there a way to customize the Lead Import Wizard? To be more specific, Can i specify "Phone no." for the Matching type options instead of the currently available options (name, email...) while importing leads from a CSV file?

Thankyou very much in advance...

Anish