Salesforce Connector: Changing Default "Lead Source"

The BrightTALK Connector for Salesforce automatically sets a default Lead Source for leads created by the Channels you connect.  That default value is:

"BrightTALK Channel - [ID of the Channel you Connected]"

 

If you wish to change this value, you can do this in the "Setup" area of your Salesforce instance:

1. Under "Build" select "Customize"

2. Then select "Leads"

3. Below Leads, Select "Fields"

Screen_Shot_2019-10-11_at_1.14.03_PM.png

4. Find the field called "Lead Source" and click on it (note: click directly on the field name, not "edit" or "replace")

Screen_Shot_2019-10-11_at_1.14.44_PM.png

 

5.  In the picklist options, find the value(s) for your Connected BrightTALK Channels and click "edit" next to the ones you wish to change

Screen_Shot_2019-10-11_at_1.12.29_PM.png

6. Change the "Label" to whatever you want it to be and click Save.  Note: do not change the "API Name" value, otherwise the Connector will not be able to update this field.

 

Note: You'll need to make this change for each BrightTALK Channel you connect. 

 

 

 

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