Connect
- Open Integrations and click Connect on Salesforce.
- Choose Production or Sandbox for the login.
- Sign in to Salesforce in the window that opens and approve access.
- Back in Lark, click Validate connection.
Settings
- Create or update Lead: turn on to create a Lead for each new contact, or update the existing one.
- Lead source: the source value set on each Lead. The default is
Lark.