Replies posted by snajaib

1 Reply

J
Jennifer_Otis
posted in Ask a Question

Salesforce Integration - Blank Company Field

I have the same issue. this is what I did. Since I cannot fix it from unbounce side I did it over on the Salesforce Side. This is the summarize steps. From Salesforce (Classic)>Customize>Create>Workflow Rules Create a new Workflow Rule Object Lead Evaluate the rule when a record is created Create a Workflow Actions within the Rule for Field Update Select Company Field Set it Blank or Null Activate the Workflow Rule When you submit a lead from unbounce it will delete and set the Company Field to be null or blank, thus when you convert the lead it will Create a Persons Account. This may not be a perfect solution but it is a workaround, you have to customize and tailor it based on your/organization needs. I hope someone find this useful since this topic has been around since 2015.

5
M
2 years ago

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