Advantages of Lead Integration
If you're using DataFox to enrich your leads, you can confirm the bilateral sync is working by running a report in Salesforce.
1. To create the report, first, go to the "Reports" tab in Salesforce and select a "New Report."
2. Then, select the Leads drop-down, Leads again, then "Create" in the lower right corner.
3. Show "All Leads" for the range of "All Time". Then search for "DF Company ID" in the upper left corner and pull this field into your report. You should toggle the drop down to read DF Company ID does "not contain," blank, or "". Finally hit "OK."
DF ID is matching the lead to a company profile and confirming the lead enrichment occurred.
Questions? Feedback? Your Customer Success team is here to help! Give us a shout at email@example.com for help with the Lead integration or any other questions you have.