Transferring of records into Salesforce will require you to take into consideration some important things. The correct way of doing things in here is to take note of all of these considerations before you press the ‘start’ button.
Tools for importing contacts into Salesforce
Third party salesforce tools. The best tools to use in importing contacts into salesforce are Act-On and PeopleImport. PeopleImport is run by windows and its main function is to eliminate duplicated copies of data by cleansing it. Act-On on the other hand deduplicates data by using email addresses as its basis.
Import tools. Apex Data-Loader, Data-Specific Import Wizards and Data Import Wizards are the three best tools to consider in importing contacts into Salesforce. Data Import Wizards are more reliable.
How to prepare to import your contacts
First of all, the files that you are going to be transferring must be saved in a comma-separated values file or CSV file. Understanding the type of data you will be transferring and how it will react once it is saved to salesforce is very important. Unfortunately, some people simply overlook this part. The reason being is that once you store the data into salesforce, you might end up putting it in the wrong place.
If you did a lot of purchasing on prospective people, their records should be recorded under ‘leads.’ Importing clients of the present and from the past into from old records into Salesforce means that you will have to store them under the classifications of ‘Accounts’ and ‘Contacts.’ Truth is that these transports are fairly easy.
Such is not the case when you are importing contacts into salesforce with lists having a combination of people categorized under different classifications. This means that your one huge list of ‘leads’ will have to be divided into two other lists namely ‘Accounts’ and ‘Contacts.’ Other lists will have to be done depending on the type of list required.
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Upon finding out the data classification you have in your ‘leads’ and the other details you need to identify, it is now time that you take note of all the information boxes and columns that are located in your old salesforce data. Aside from this, you also have to take note on all of the information that are present in this list which you can take when importing contacts into salesforce.
This is just a small part of what is needed to be done in importing contacts. Unfortunately, one cannot perform shortcuts to go around it. But the good news is that you are on your way to better handling and management of your ‘contacts’ list.
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