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Transfer Data to Salesforce.com
Transfer Data to Salesforce.com
Stephan Botha avatar
Written by Stephan Botha
Updated over 2 years ago

There are 3 parts to the process of exporting-to/update Salesforce.com:

1. Field mappings:

Select the relevant system / Salesforce.com field parings.

2. Status triggers:

Select the system statuses to trigger updates to Leads, Accounts, Tasks, Opportunities.

3. Update process:

Update the Salesforce database.

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