Scenario: You would like to import a list of new Contacts and Leads, associate them with a Salesforce campaign upon upload, and “update” the duplicate records already in Salesforce with any additional info. How can you do this?
Answer: You can easily scan Contacts then Leads and associate them with a Salesforce campaign using the Import Wizard. The steps are very similar for importing multi-objects.
Note: It is recommend that you start with a small file (around 5-10 records with a few duplicates) in order to get a feel for how the multi-object import works before performing a large job.
On Tab 1 Choose Data, select ‘Contact then Lead’ in the Salesforce Object dropdown.
Uncheck the “Create a Contact (instead of lead) when the account is found” checkbox so that new contacts with an associated account are not automatically inserted, otherwise Cloudingo will not continue to scan for leads. Leave this box checked if you want the records pushed in as Contacts rather than leads if a matching account is found.
Select ‘Exact’ or ‘Company Name Cleaned’ under the Account Options dropdown to tell Cloudingo how to scan for matching accounts.
Tab 2 Add Tracking is where you will attach the Salesforce campaign. All records in the file will be attached to the campaign you specify.
On Tab 3, you will map contact fields first and then lead fields. You can switch between the contact and the lead field mapping screens by selecting the radio buttons near the top of the tab. A preview of your import data set will be displayed on Tab 4 Preview & Edit.
On Tab 5 and Tab 6 you will first work with Contacts to scan for duplicates, run filters, and merge those results. Once you’re done with Contacts, click Rescan to do the same for Leads – scan for duplicates, merge the results, and finally push the unique records as new leads into Salesforce.
(Note: On Tap 5 keep in mind that the import data is defined as the “Oldest Created Date”. Therefore, if you’d like the import data to be the master, you will need to setup a new automation rule.)
You can scan each object with any contact or lead filter and rescan as many times as needed in order to find and manage duplicates.
Once you have finished the merge process, select ‘Push’ to send the unique records to Salesforce.