Onboarding step — Salesforce field mapping onboarding step in Lantern
The first step of Lantern’s onboarding, right after a team connects Salesforce.
Each row of the field mapping reads left to right: the Lantern field, an arrow, the matching Salesforce field picked from a menu, and an example value (Acme, acme.com, a revenue figure) to check the match before moving on. The header says how much is left: three steps, about ten minutes.
On the right, a Lantern Expert Score starts at zero, and a checklist shows the full setup: connect CRM, email, a support tool and analytics. A Need help? line below offers a way to get in touch.
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