Importing to SalesLoft from Salesforce

Follow

The SalesLoft extension makes it easy to import individual leads and contacts, or entire lists, campaigns or reports from Salesforce directly to SalesLoft with just a few simple clicks! First, navigate to your Salesforce to begin.


To Import Individuals:

Step 1: Navigate to the lead or contact you want to import into SalesLoft.

Step 2: Click the blue "Import to SalesLoft" button.

 

 


 To Import a List or Campaign:

Step 1: Navigate to the list of leads, list of contacts or campaign you want to import into SalesLoft.

Step 2: Click the blue "Import to SalesLoft" button.

 

 

Once you select your lead, contact, list, campaign or report to import, you will be taken to the Complete Your Import screen in SalesLoft. Here, you can add your imports directly into a cadence or simply import them to your database for a later date.

 


 To Import a Report:

Step 1: Navigate to the Reports Tab and run the report you want to import to Cadence.

Step 2: Click the blue "Import to SalesLoft" button.

Screen_Shot_2017-10-12_at_11.12.20_AM.png 

Once you click the import button, you will be taken to the Complete Your Import screen in SalesLoft. Here, you can add your imports directly into a cadence or simply import them to your database for a later date. 

Note: Importing from a Salesforce report does not refer to importing all of the content in the report. Instead, we are referring to importing the list of Leads or Contacts in the report.

 

Screen_Shot_2017-10-12_at_11.12.58_AM.png 


 Helpful Tips

  • Salesforce limits contact and lead list imports to 500 people at a time. Make sure your list has no more then 500 people.
  • Salesforce reports can import up to 1,000 records at a time. If importing a large number of records, the report import can move to a background import job and the user will receive a message for the import in process and a success message when import is complete.
  • In order to import a Salesforce report, it has to be a Leads report or a Contacts & Accounts report. Both of these are standard Salesforce reports.
  • When importing a report, it must be saved in Tabular format and include the Contact CRM ID or the Lead CRM ID (both are fields available in the report by default). It's also helpful to have the Lead CRM ID and/or the Contact CRM ID columns as the leftmost columns. Remember to also "Save" the report first, not just "Run" the report.
  • The "Import into SalesLoft" button will not appear if Salesforce is in accessibility mode. Temporarily disable accessibility mode to use this functionality.
  • Worried about duplicates? Cadence automatically checks for duplicates in your Cadence (shaded in yellow) or duplicates on the list you're importing (shaded in red), and it will not create a duplicate inside SalesLoft.
  • Importing custom Salesforce fields? Be sure your Salesforce fields meet our technical requirements.
  • You can also import an individual contact manually or import in bulk from a .CSV file; click here to learn more!
Have more questions? Submit a request

4 Comments

  • Avatar
    Craig Reid

    OK. This process is really easy. HOWEVER!!!
    Have you thought about showing titles. What if I want to create a cadence for company X, for which I have 30 titles. I only want to put a few relevant titles in the cadence.

    Right now I must toggle between SFDC and Cadence to select the right ones. PLEASE PUT THIS ON YOUR FEATURE REQUEST LIST

  • Avatar
    Constance James

    Hi Craig,

    Thanks for your feedback! That's a great idea and I can totally understand how not being able to see the titles is causing extra work for you.

    Do you mind sharing this idea on our ideas base at ideas.salesloft.com? Other users like you will have the chance to up-vote it (and I'm betting they will!) and our product team reviews this board every single week.

  • Avatar
    Andrew Berger

    Is this a limit of 500 from Saleforce to SalesLoft per day?

  • Avatar
    Constance James

    Hey Andrew,

    The 500 limit imposed by Salesforce is per listview or campaign, but not per day. You can import as many listviews or campaigns as needed. :)

Please sign in to leave a comment.
Powered by Zendesk