My question is what is the best way to set up our instance so that we can accept this file and auto create leads?
I've done a little research on this, but the only thing I have found is people are using an app called Email2Lead and it doesn't work very well.
Any help or advice is greatly appreciated!
Thanks in advance!
1 answer
I don't know of any automated way to handle that, or through any declarative methods. If you have access to a developer you can work with them to create a service that accepts the xml and then pushes the data into Salesforce based on your requirements. If developer resources are not available you could look into having the file pushed down into a csv format and then using a data loader to pick up the file on a schedule. A tool like the Informatica Cloud Loader can help with scheduling the push.