how to import or update contacts to SalesForce wizard

Опубликовано: 30 Август 2026
на канале: grimview
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Import accounts and contacts into SalesForce using the 7 step wizard. The wizard can also be used to dedupe an CVS or excel import file or update existing account and contact data using an exact text match of the account name and option of contact name or email address. This also de dupe the spread sheet.

Importing CSV files to SalesForce with the Import Wizard
from any Contact Relations Management system
such as ACT!, Goldmine, Outlook,Microsoft dynamics, sugarcrm, or other CRMs.