Lead

Use the Lead activity to create or update a lead record in the Sales and Service Cloud for each contact that reaches the activity.

1. Drag the lead activity from the canvas activities pane onto the canvas.
2. Hover over the lead activity icon on the canvas.
3. To rename the activity, click Lead.
4. Click Configure.
5. Choose Create or Update, Create Only, or Update Only.
   Create or Update directs Journey Builder to search the Sales and Service Cloud for an existing lead ID that matches the contact ID for the Engagement contact. If no match is found, Journey Builder searches based on the value you supply using the mapper on this page.
   1. Map the Engagement attribute field that contains an ID that can identify existing leads in the Sales and Service Cloud.
      If a Sales and Service Cloud account record isn’t found, a new record is created.
6. When choosing Create Only, set Assignment Rules to dictate who the lead is assigned to.
7. Update Only directs Journey Builder to search the Sales and Service Cloud for an existing lead ID that matches the contact ID for the contact. If no match is found, Journey Builder searches based on the value you supply using the mapper on this page.
   1. Map the Engagement attribute field that contains an ID that can identify existing leads in the Sales and Service Cloud.
      If a match still isn’t found, no lead is created or updated.
8. When choosing Create or Update or Update Only, scroll down to select an option for when more than one record matches the contact ID or key provided.
   

   Note Create a new record isn’t available when using Update Only.
9. With each option, set Assignment Rules to dictate whom the lead is assigned to.
10. Click Next.
11. To locate a specific attribute, click an attribute group.
    1. To view its path, hover over the name of the data extension.
12. Drag an Engagement attribute to the Sales and Service Cloud lead value it populates.
13. Select the type of lead field desired.
14. Use Hide Defined Fields to show only fields that haven’t been matched to an Engagement attribute.
15. Use Set Fixed Values when the same value is added to each Sales and Service Cloud lead record when this activity creates a lead.
    

    Tip This mapping is visible when mapped fields are displayed-- by clicking Map Fields-- as well.
16. Click Next.
17. Select all fields or, to set update options individually, select individual fields.
    1. Choose how to update the fields mapped on the previous step.
    2. Make a selection for each mapped field.
18. Click Next.
19. Click Done.