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2024-03-21 05:47 PM
SalesforceとZoomを連携して、Zoomフォームからのウェビナー申込者をSalesforceのリードとして管理できるよう設定いたしました。
Zoomフォームではカスタムで質問項目(業種・興味のある製品 など)を作成できますが、
それらのカスタム項目とSalesforce上の項目のマッピングをどのように行えばよいかご教授いただけますでしょうか?
(Zoomフォームの「メールアドレス」「姓」がそれぞれSalesforceの「メールアドレス」「姓」とデフォルトでマッピングされている認識です。)