Importing Leads into Salesforce
EcoMarket Deliveries has decided to outsource lead generation to a third party. This third party has gathered data on thousands of retirement centers across the U.S. and delivered it as a spreadsheet. Now, our task is to import this data into Salesforce effectively, ensuring all relevant information is properly mapped.
Helpful resources for prepping your data:
Format the 'Date' and 'Date Time' data in a CSV file For Salesforce Data Loader;
Thanks for your feedback!
Ask AI
Ask AI
Ask anything or try one of the suggested questions to begin our chat
Awesome!
Completion rate improved to 3.23
Importing Leads into Salesforce
Swipe to show menu
EcoMarket Deliveries has decided to outsource lead generation to a third party. This third party has gathered data on thousands of retirement centers across the U.S. and delivered it as a spreadsheet. Now, our task is to import this data into Salesforce effectively, ensuring all relevant information is properly mapped.
Helpful resources for prepping your data:
Format the 'Date' and 'Date Time' data in a CSV file For Salesforce Data Loader;
Thanks for your feedback!