Contact Fields for Project Lead
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These Contact fields are relevant for the Salesforce Lead Process integration.
| Field name | API name | Description |
|---|---|---|
| Create project lead | ibsbaucore__Create_project_lead__c | If set to true, any change to the Project Name field triggers the creation of a Project Lead. |
| Project name | ibsbaucore__Project_name__c | Used together with Create project lead to automatically create a Project Lead when the field value is changed and Create project lead is set to true. |
| Project role | ibsbaucore__Bauobjekt_Rolle__c | Used together with Create project lead. When a new Project Lead record is created, the current Contact and its Account are automatically created as a Participant, using this field’s value as the Participant’s Role. |
Related
- Lead Fields for Project Lead
- Set Up Project Lead for Salesforce Lead Process
- Use Cases for Integration of Project Lead to Salesforce Lead