Upload a Lead List and Salesforce Lightening

Salesforce Campaigns have existed since the dawn of fourth dimension, but have been receiving more attention now that Pardot is growing more tightly integrated with this Salesforce object.

The benefits of importing data into Salesforce are becoming more credible, specially for gaining a complete moving-picture show on Campaign Influence. The shift in focus towards Salesforce Campaigns (especially due to Connected Campaigns), means Pardot marketers need to become to grips with new campaign management processes.

Ane process that may continue to baffle you is importing Leads (or Contacts) into Salesforce Campaigns. At that place's a choice of two import tools, multiple places to access the tools, and more than ane type of record y'all need to create – yep, not the easiest to figure out.

How practice y'all start? What's the nigh efficient process? How can you avoid messing data up?

These are the questions this post will respond.

Importing into Salesforce – which tool to employ?

As I mentioned in the introduction, there'southward a choice of ii import tools for Salesforce:

• Information Import Wizard
• Data Loader

I recommend yous employ the Information Import Wizard when starting out, which is what I volition be showing you. It has a more convenient interface, and you tin can access information technology from Salesforce setup (whereas Information Loader is an application, accessed externally).

A Notation on Entrada Members

I also hinted that the process involves creating more one type of record. Y'all may be familiar with how Leads and Contacts piece of work – but most importantly, that they are two separate objects, each with their individual characteristics.

When you lot add a Lead/Contact to a Salesforce Entrada, you volition be creating a Campaign Member. This golden link means that Leads/Contacts can be members of multiple Campaigns (AKA. Multi-touch on Attribution).

Why this distinction is important will get clear as we get through the tutorial.

Cheque your Indistinguishable Rules

Before you get any further, ask your admin to check the matching rules and duplicate rules that are agile in your org.

You desire to ensure that there is a Pb matching rule that volition look for a lucifer with:

1. a) existing leads
2. b) existing contacts

If the lead matching rule doesn't consult your contact database, it volition create unwanted duplicates. I will mention an AppExchange app that tin completely cure this headache at the finish of this mail.

Part 1: Importing Leads as Entrada Members – New and Existing

By following these steps, you add Entrada Members and Leads (where needed) in one import, without creating duplicates.

Let's walk through that.

• Salesforce asks: is in that location an existing Lead with a matching email accost?
  • If yep, add them to the Campaign
  • If no, Salesforce asks…
• Is there an existing Lead with a matching email address*
  • If yeah, cake Salesforce from creating a new lead.
  • If no, allow Salesforce to create a new pb, and add them to the Campaign.

*Whatever other logic defined in your duplicate matching rule will be taken into account as well.

Footstep 1: Prep your File

Your import file needs the following headers (at least*):

• Email
• Visitor
• Starting time Proper noun
• Terminal Proper name
• Campaign ID
• Member Condition (optional**)

Where'southward the Campaign ID? You lot will find the ID in the URL, eg: 7012A0000018SSnQAA:

*Have notation! These fields are the standard fields whatever import will crave, just these may only scrape the surface for what your org requires. Are at that place required Atomic number 82 fields? Are at that place fields that lead assignment rules apply? Regardless, adding more fields improves overall data quality, so you should seize this opportunity.

**Fellow member status: if yous do not ascertain the status your Campaign Member should have, Salesforce will use the default 'Sent' condition. More content coming on Campaign Member Statuses coming to The DRIP shortly.

Finally, download the canvas in .csv format.

Step two: Launch Data Import Wizard

Go to Salesforce setup, and search for Data Import Wizard. Click the big greenish 'Launch Wizard' button (you lot may need to scroll).

Use the image below to follow along:

• What kind of data are you importing? – select leads.
• What exercise you want to practice? – select 'Add new and update existing records'
• Match lead past: Email
• Assign New Leads to this Source: [select the appropriate atomic number 82 source, which will bespeak a first touchpoint]
• Assign All Leads to Campaigns – select this checkbox!

Then, drag your file into the 'Where is your information located' section.

Step 3: Field Mapping

On the side by side screen, y'all volition find the fields will exist automatically mapped (if you lot used the right headers in your file). Click 'Alter' to either select fields for unmapped fields, or remove a mapped field you don't want to import.

Run across this fault? This ways that Salesforce has not picked upwards the campaign ID, and you need to cross-cheque your file.

Once you're happy, commencement the import.

Step four: Check the Event

You lot will be automatically navigated to the Bulk Information Load Jobs page.

When the progress reaches 100%, check how many records were processed and any failed under the 'Batches' section. Failed records obviously need actioning, then click 'View Result' to download a file that will tell y'all the mistake reason.

Part 2: Importing Contacts as Campaign Members – New and Existing

Before, I honed in on the fact that Salesforce Contacts have different characteristics to Leads. Function ii will cover the differences in the import process.

Step one: Prep your File

Your import file needs the following headers (at to the lowest degree – refer to the leads section for more than information):

• Contact: Electronic mail
• Account Proper name
• Contact: First Name
• Contact: Final Name
• Entrada ID
• Fellow member Condition (optional**)

Step two: Launch Data Import Wizard

Get to Salesforce setup, and search for Data Import Wizard. Click the big green 'Launch Sorcerer' button (yous may need to scroll).

Utilise the image below to follow along:

• What kind of data are you importing? – select Accounts and Contacts.
• What do you lot want to do? – select 'Add new and update existing records'
• Match contact by: E-mail
• Match account by: Name & Site
• ! Assign All Contacts to Campaigns – don't forget to ringlet down and select this checkbox!

And then, drag your file into the 'Where is your information located' section.

NB: information technology's worth pointing out that there is no lead source selection box, different lead import. As this is cardinal information, consider pulling a list of newly created contacts, and doing a 2nd import to include lead source as a field in your import file.

Repeat Steps 3 and 4 from Role ane.

Using Pardot Import as a Shortcut

Someone bought a smart hack to my attention recently. It is possible to import Leads and Contacts via Pardot, by importing prospects direct into a Pardot list, then leveraging an automation rule to add these prospects to a Salesforce Campaign. I can completely see how this method is appealing, after all Pardot de-duping capabilities will match existing prospects, create those that don't exist, and add together both types to the list – all in one swoop! However, at that place's ii reasons you should exist beware of this shortcut:

• Automatic AMPSEA Matching: with 'permit multiple prospects with the aforementioned e-mail address' enabled, when importing prospects, Pardot matches with the most recently active prospect (which perchance is not the record yous want!).
• Assignment: these new prospects will non be assigned automatically, and so there is an extra automation required to assign prospects to a user before these can sync to Salesforce.
• Salesforce validation rules: field validation in Salesforce tin be much more strict than Pardot. Validation errors, such as the wrong data format or length, volition be thrown back as errors during Salesforce import. You don't become this visibility from the Pardot import tool, and so you lot adventure creating many Prospect Sync Errors.

Summary

This tutorial has shown you how to import leads and/or contacts into Salesforce Campaigns. The growing importance of Salesforce Campaigns in any Pardot campaign management process means information technology is time Pardot marketers got to grips with efficient Campaign Member import – I hope this post has been valuable in helping you achieve that.

AppExchange to the Rescue

The procedure we've gone through in this tutorial is fiddly and time-consuming, simply completely possible to become habit. There is one app from the Salesforce AppExchange that I can recommend to cure the headache. PeopleImport past Validity not only can handle this process more than efficiently, but gives you the power to ascertain smarter matching logic. Bank check it out, if only to educate yourself farther on the topic of Entrada Member import.

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Source: https://www.salesforceben.com/the-drip/complete-guide-to-importing-leads-or-contacts-into-salesforce-campaigns/

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