Imports from Salesforce

Whether your team is using Salesforce Classic or Lightning, SalesLoft makes it easy to bring Lead, Contact, and Account records from Salesforce directly into SalesLoft. 

To import from Salesforce into SalesLoft, you will need to install the SalesLoft Chrome Extension. The SalesLoft extension will create SalesLoft specific buttons in your Salesforce instance including the ability to import, view SalesLoft profile pages, Click to Dial within Salesforce, and Connect for Salesforce features.

Things to Note: The Import into SalesLoft button will not appear if Salesforce is in accessibility mode. Temporarily disable accessibility mode to use this functionality.

Once the extension has been downloaded, you may import records from your Salesforce account. You can import from Lead, Contact, or Accounts records. The imports can be pulled from an individual record, lists, campaigns, or reports.

In this article, you will learn about this different Salesforce to SalesLoft imports, including:

• Importing an Individual Lead, Contact, or Account
• Importing from a List or Campaign
• Importing from a Report
• Custom Import Button
• Completing Your Salesforce Import

Things to Note: If you run into any errors during an import, learn how to solve errors from our Salesforce Troubleshooting Guide.

Importing an Individual Lead, Contact, or Account

Things to Note: Salesforce limits contact and lead list imports to 500 people at a time. Make sure your list has no more than 500 people.

1. Navigate to the lead or contact record you want to import into SalesLoft.
2. Click the blue Import to SalesLoft button.

Individual Contact Record in Salesforce Lightning: 

Individual Lead Record in Salesforce Lightning: 

Importing From a List or Campaign

1. From your Salesforce account, navigate to the Leads, Contacts, Accounts tabs or select an individual Campaign (depending on which list you want to import into SalesLoft).
2. Find the View picklist to select a previously created list and select Go or Create a New View.
3. Click the blue Import to SalesLoft button.

Contacts List View in Salesforce Lightning: 

Leads List View in Salesforce Lightning: 

Campaign Import in Salesforce Lightning:

Importing From a Report

In order to import a Salesforce report, the report must be a Leads report or a Contacts & Accounts report. Both of these are standard Salesforce reports. Salesforce reports can import up to 1,000 records at a time.

Things to Note: If you run into any errors during an import, learn how to solve errors from our Salesforce Troubleshooting Guide.

Building a Report with Cross Filters

Cross filters allow users to filter reports based on related objects and their fields. This means that you have the ability to fine-tune your report to include (or exclude) records. Once the report is created with the cross filter, you can import specific lead or contact records into the SalesLoft platform.

Some common SalesLoft use cases for building reports with cross filters include:

• Importing Leads related to a Standard or Custom Object
• Importing Contacts related to Opportunities or any other Standard or Custom Object

Things to Note: Importing reports with Cross Filters will only work for Lead reports or Contacts and Accounts reports.

To create a Cross Filter, follow these steps: 

1. Create a report or Customize an existing report.
2. From the Filters dropdown, select the down arrow next to Add and select Cross Filter.
3. Select a parent object from the dropdown list. 
4. Choose with or without.
5. Select a child object (i.e. Opportunities) from the dropdown or search by its name.
6. Add a filter. This will determine the specifics of the child object that are reported.
7. Choose a filter operator.
8. Enter a value.
9. Click OK.
10. Click Save.

When importing a report, it must be saved in the 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. Prior to importing a report, remember to Run and Save the report.

Things to Note: Importing from a Salesforce report refers to importing the list of Leads or Contacts in the report, not all of the content in the report. 

1. From your Salesforce account, navigate to the Reports Tab.
2. Run the report you want to import to Cadence.
3. Click the blue Import to SalesLoft button.

Custom Import Button

The SalesLoft extension pulls all of the leads or contacts from a list when you click the import button. If you would like to pick and choose or select specific leads or contacts from a listview to import, you can do so by installing our Custom Import Button.

Things to Note: The custom import button does involve Java scripting to install and will require the assistance of a Salesforce admin. 

For more information on how to download the Custom Salesforce Import button, check out the full knowledge base article here.

Completing Your Salesforce Import

After 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.