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How to Change Your Salesforce Export Settings

Would you like to stop exporting your Prospects as leads into your Salesforce (SFDC) CRM? You can change this within your Salesforce export settings.

1. Go to your Datanyze account settings:

2. Select the "Salesforce" tab:

3. You can choose if you want a prospect or domain to be entered into your SFDC account as a Lead, Account, Opportunity, or Contact:

4. You can also choose how you want the source to display in your SFDC account. It will auto-default to Datanyze, but you can change it:

For any other questions on your Salesforce export settings, feel free to email us at support@datanyze.com, or visit us on Live Chat M-F 8-5 Pacific time!

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