How to Import Records from Salesforce.com?

How to Import Records from Salesforce.com?

LeadGrabber Pro enables you to import contacts from Salesforce.com.

To import contacts from Salesforce.com,

  1. Click File > Import
                  OR
  1. Click  on the LeadGrabber Pro grid toolbar.

An Import Records window is displayed.


In the Import Records window, select Salesforce.com and click Next.

The Salesforce.com Login window is displayed.


Under Salesforce CRM Login,

  1. User Name: Enter your Salesforce.com user name
  1. Password: Enter your Salesforce.com password
  1. Click Login.

Remember Password - Select this option to remember your password whenever you try to login to Salesforce.com.

Status - Displays your login status.

  1. Before login, the status is displayed as Please login before import.
  1. During login, the status is displayed as Logging... The login may take some time, please wait.
  1. After login, the status is displayed as Logged in successfully.
  1. On successful login, click Next.
LeadGrabber Pro enables you to import the following Salesforce.com records:

  1. Leads
  1. Accounts
  1. Contacts
  1. Reports

Select the desired option and click Next.

Now, you need to map the source fields to the grid fields.

  1. Click Load Map to import the already saved map file. A Load Map file window is displayed. Select the map file and click Open to import the map file.
  1. Click Save Map to save the current mapping as a map file. A Save Map file window is displayed. Enter a name and click Save to save the map file. This option enables you to reuse the map file in the future. Once you save the map file, you can reuse it using Load Map option.
  1. Click Auto Map to automatically map the source fields to the grid fields
  1. Click Clear Map to clear the mapping

Click Next.

The Import Records window displays a list of contact fields.


You can choose to import all the records or only records that do not contain the selected contact fields.

In the Import Records window, under Import records for missing information, select the fields to import records from Salesforce.c

Select
To Import
E-Mail
Only records that do not contain E-Mail address
Phone
Only records that do not contain Phone number
Address
Only records that do not contain Address
Title
Only records that do not contain Job Title
Web Profile
Only records that do not contain web profiles
Full Name
Only records that do not contain Full Name
All Records
All the records that are available in Salesforce.com

Click Finish.

The records are instantly imported to the LeadGrabber Pro grid.

The Salesforce.com logo () is displayed against the records that are imported from Salesforce.com.

Note: Duplicate check will not be performed when you import records from Salesforce.com, process them and again transfer the updated information back to Salesforce.com. For example, if you import a record from Salesforce.com into LeadGrabber Pro grid, change the email IDs and when you transfer back the record to Salesforce.com, only the existing record gets updated. The duplicate check criteria is ignored.
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