CRM On Demand - Administration (MOSC)

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Automatically update Sales Rep on Qualifed Leads sent from an External System through web services

edited Jun 22, 2012 8:34AM in CRM On Demand - Administration (MOSC) 1 commentAnswered
We have an external system send leads to CRM.  Mostly they are qualifying leads, but we would like to have some leads come over in a Status of Qualified.  We are running into issues with the Sales Rep field being required for a lead to Qualifed lead to be succesfully inserted into CRM.

Specifically:

For leads our external system includes information so the lead is assocaited with a CRM account when inserted.   We have been leaving the sales rep field blank and CRM updates the Sales Rep to the the owner of the account.  Qualified Lead require a Sales Rep on the lead.  We have tried hard codeing a user and can successfully insert a lead that is qualified, and the lead is assocaited to an account when inserted.   The Sales Rep field is not updateing to the owner of the account.   Is there a way to do this automatically?  Ie. workflow using join

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