Hello,
One of our instances has integration with Microsoft dynamics and it provides a specific flow step to create purposeful duplicates for lead and also has an option to create either lead or contact. I have learnt that this is only possible with dynamics integration and we sell more than 50 products and we often run into scenarios where our customers are interested in more than one product and currently we are leveraging tasks to inform other product sales reps. However, I was thinking if we have similar integration with Salesforce where we could decide to create lead for the same person and associate it with more than one product and to the right person depending on the inquiry we receive it would solve assignment/routing and our potential customers as well as internal customers will then have a better experience to follow through the downstream sales process. Would love to see if this is even feasible with Salesforce integration without having to go down the path of custom sync(as we cannot identify a set of attributes to make them as primary key to allow this to happen).
Thanks,
Vineela.
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