Salesforce Integration

Salesforce provides customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Our Salesforce integration is a work in progress. So far, we have enabled a special export format that is compatible with Salesforce's CSV import tool.

Bulk Creation of Salesforce Accounts (via CSV Import)

To bulk create new Salesforce Accounts, use the Store Leads Export tool and select the Salesforce Account CSV format.

Salesforce Account CSV Export Format
Salesforce Account CSV Export Format.

If the export file contains less than 50,000 records, use the Salesforce Data Import Wizard.

If the export file contains more than 50,000 records, use the Salesforce Data Loader.