Salesforce Integration (Advanced validation rules)

You can set up advanced Salesforce validation rules for situations where you only want the Touch to show up or not show to senders based on Salesforce Lead/Contact/Account/Opportunity data. For example, you may only want the sales team to be able to send a Premium Finance Industry eBook to Leads that have the Industry field = Finance. Or you may only want to send an expensive swag kit to existing customers. There's a lot of use cases and we can help you identify and set up advanced touch settings. 

 

1. Create a new Touch and then click on +Additional Details:

 

2. After syncing Salesforce you can then decide if you want the Touch to ONLY display or DO NOT display:

3. Next, select which Salesforce Object you want to set the validation criteria on:

4. You can also include Logic like AND and OR to have even more advanced Salesforce validation rules.

Additional Best Practices: 

- You cannot use commas in the Input Field (i.e. "prospect, customer")

 

Let us know if you have any questions or need help!

 

 

 

 

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