Skip to main content
Topics#Sales And MarketingPregunta de Christine Wyatt
Christine Wyatt preguntó en #Sales And Marketing
25 sept 2012, 18:00

How do I disable lead notifi. emails to acct owners when assigning them leads?

We use Pardot to capture and qualify our leads.  They are then pushed to SF when they receive a certain score.  When I assign an unassigned prospect in Pardot an account owner, it automatically creates a lead in SF.  How do I disable lead notification emails to account owners when this lead creation in SF occurs?
1 respuesta
  1. Naman Bawa (Inactive Profile)
    25 sept 2012, 18:16
    - http://na13.salesforce.com/help/doc/en/customize_leadsettings.htm

     

     

    Customizing Lead Settings

    Available in: Group, Professional, Enterprise, Unlimited, and Developer Editions

     

    User Permissions Needed

    To change lead settings:

    “Customize Application”

    To optimize the lead management features, you must edit the lead settings to specify certain defaults.

    1. Click  Your Name  | Setup | Customize | Leads | Settings.

    2. Click Edit to customize the following defaults:

      Field

      Description

      Default Lead Owner

      The user or queue to which leads will be assigned if the active assignment rule fails to locate an owner. This applies to leads captured online and leads that a user manually creates or edits with the auto-assign checkbox enabled.

      Notify Default Lead Owner

      Checkbox to indicate whether Salesforce sends a notification to the default lead owner when assigning a lead to him or her. Default Lead Owner selected must be a user.

      Record Type Setting

      If a user creating a new lead applies assignment rules, this setting indicates which record type to assign to the new record. If you want new leads to keep the creator’s record type, check Keep the existing record type. If you want to overwrite the creator’s record type when applying assignment rules, check Override the existing record type with the assignee’s default record type.

      Enable Validation and Triggers from Lead Convert

      When selected, enables the following operations when you 

      convert leads:

      • Enforcement of 

        universally required custom fields.
      • Enforcement of 

        validation rules. Note that if validation rules exist for activities and you create an activity during lead conversion, the lead converts but a task is not created.
      • Workflow actions on leads such as field updates, automatic task assignments, and transfers. Note that existing time-based workflow actions on leads do not get triggered as part of lead conversion.
      • Execution of 

        Apex before triggers that fire before the insertion of accounts, contacts, or opportunities. In addition, execution of Apex before triggers that fire before the update of accounts or contacts.
      • Cross-object field updates on accounts and opportunities created from the lead conversion.

      Note

      _img src="

      http://na13.salesforce.com/img/help/helpNote_icon.gif

      " /_When Enable Validation and Triggers from Lead Convert is selected, if the lead conversion creates an opportunity and the opportunity has Apex before triggers associated with it, the triggers run immediately after the opportunity is created, before the opportunity contact role is created.

      Do Not Change Lead Status Values to New Owner's Record Type on Lead Conversion

      If your organization uses record types, you can create a lead process that allows you to provide different Lead Status values for different record types. If Do Not Change Lead Status Values to New Owner's Record Type on Lead Conversion is selected, the Lead Status does not change to the new owner's default value during lead conversion. If this setting it is not selected, the Lead Status may change during lead conversion if the new owner's record type has a different default value for Lead Status.

Escribir una respuesta...
0/9000