SSalesCrew

Salesforce · 10 min · reviewed 2026-09-06

How do I prepare Salesforce Leads for CRM lists (identifier field and bounce management)?

Every list the CRM pushes carries an identifier so follow-ups and bounces can be traced back. Salesforce needs one custom text field on Lead for it, and Bounce Management switched on so hard bounces flow back to the CRM.

What you will need

  • System Administrator in the org.

Steps

  1. 1

    Step 1

    Setup → Object Manager → Lead → Fields & Relationships → New. Type Text, label Identifier, length 100. The API name becomes Identifier__c. Make it visible to the API user's profile.

  2. 2

    Step 2

    Setup → Email → Deliverability: tick Activate bounce management and Return bounced emails to sender.

  3. 3

    Step 3

    In SalesCrew: Settings → Salesforce orgs → Test. The result names the identifier field it found.

Common errors

"No Identifier custom field on Lead"
the field is missing or hidden from the API user's profile.
Bounces never arrive
bounce management is off, or the sending address is not verified.

How you know it worked

Push a small list: the Salesforce list view shows the identifier column filled.

Where this goes in SalesCrew

Settings → Salesforce orgs → Test shows the identifier field name. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.

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