Gone are the days of Ctrl+C’ing and Ctrl+V’ing your contacts on Salesforce information into documents. To be on the trot in today’s competitive sales scenario, you have to figure out ways to manage and organize your Salesforce contacts efficiently, understand the key players that need coaxing and prepare a game plan to win while you are at it. And to help you out, Salesforce itself has a brilliant contact management system.
In our previous chapter of Salesforce 101 for beginners, we walked you through the basics of adding and managing users on Salesforce. In this chapter, we will deal with a widely asked question on contact management in Salesforce, i.e how to import and export contacts of Salesforce. So let’s dive in, and sort this out once and for all.
Salesforce has a data importer wizard that assists in importing your accounts and contacts from your preferred sources. With this useful tool, you can import contacts on Salesforce and associated business accounts from sources like your email clients (Gmail, Outlook, and Yahoo), spreadsheets, knowledge bases and even from your social media accounts like LinkedIn.
Click on See live in the following flow to get live instructions that will help you do this task.
Backing up the contact information from your accounts, leads, opportunities, and other Salesforce tabs could be beneficial in various situations. But the export option in Salesforce could be a tad bit confusing, especially as it involves creating a list report beforehand. This flow will simplify things for you from creating your list report to exporting it into your preferred output file.
If you are not looking for a detailed report of your Salesforce contacts, then you can try out this flow. It will show you how you can export all your Salesforce contacts (mailing list) into an excel sheet so that you can reuse it in your marketing or lead generation campaigns.
This blog series is a great primer for getting started with Salesforce. Share it with your teams to increase productivity and get the most out of your Salesforce.