Route Salesforce Data into Salesloft
Follow these steps to import a list or campaign from Salesforce:
Note: The import maximum is 500 people at a time.
- 1.From your Salesforce account, navigate to the Leads, Contacts, or Accounts tabs or select an individual Campaign (depending on which list you want to import into Salesloft).
- 2.Find the View pick list to select a previously created list and select Go or Create a New View.
- 3.Click the Import to Salesloft button.
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Import from Salesforce
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CRM Sync
Last modified 4mo ago