Send a Test Lead to Salesforce

After setting your desired configuration and mappings, you can run a test to confirm everything is working as expected.

Select the Create Test Lead button at the bottom right of the Configure Salesforce page.

A pop-up will appear with test data. Click Create Lead to generate a test lead, which you can then review to verify your sync settings and custom mappings. The test lead will appear on the Leads page within your dashboard.

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Testing your configuration ensures your Salesforce integration is set up exactly the way you intend. By creating a test lead and reviewing the resulting record, you can confirm that your sync settings, field mappings, and workflow logic are functioning properly before going live with real customer data.

If you need support or want help validating your setup, our team is always available to assist at [email protected].

With 🤍 from Popl.