Include leads in Salesforce customer traits sync
Currently the Salesforce customer trait sync, only syncs user and account traits for customers. Some customers would also like to sync traits for their leads.
5
votes
AdminDan
(Manager, Technical Success, UserVoice)
shared this idea
Hey there! We recently launched Account Insights which is powered by a new UserVoice/Salesforce connector. This connector allows you to map Salesforce Accounts to a status in UserVoice called “Prospects”. We’re not yet syncing Opportunity Objects from Salesforce to UserVoice, but are interested in learning more about what you’d do with this information once it’s in UserVoice.
https://help.uservoice.com/hc/en-us/articles/360052880253-Salesforce-Connector-Setup-Overview