Can You Upload Converted Lead To Salesforce Campaign

Salesforce Campaigns have existed since the dawn of time, but accept 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 apparent, especially for gaining a consummate moving picture on Campaign Influence. The shift in focus towards Salesforce Campaigns (peculiarly due to Connected Campaigns), ways Pardot marketers need to get to grips with new entrada management processes.

One process that may proceed to baffle you is importing Leads (or Contacts) into Salesforce Campaigns. There's a choice of 2 import tools, multiple places to access the tools, and more than one type of tape you need to create – yep, not the easiest to figure out.

How exercise you beginning? What'southward the most efficient procedure? How can you avert messing information upward?

These are the questions this post volition answer.

Importing into Salesforce – which tool to use?

As I mentioned in the introduction, there'due south a choice of two import tools for Salesforce:

Data Import Sorcerer
Data Loader

I recommend you apply the Information Import Wizard when starting out, which is what I will exist showing you. Information technology has a more user-friendly interface, and y'all can access it from Salesforce setup (whereas Data Loader is an application, accessed externally).

A Notation on Entrada Members

I also hinted that the procedure involves creating more than 1 type of record. Yous may be familiar with how Leads and Contacts work – but most importantly, that they are 2 split objects, each with their individual characteristics.

When you add together a Pb/Contact to a Salesforce Campaign, yous will exist creating a Campaign Member. This golden link ways that Leads/Contacts can exist members of multiple Campaigns (AKA. Multi-impact Attribution).

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

Check your Duplicate Rules

Before you lot go whatsoever further, enquire your admin to cheque the matching rules and duplicate rules that are agile in your org.

You want to ensure that at that place is a Lead matching dominion that will look for a match with:

a) existing leads
b) existing contacts

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

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

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

Let's walk through that.

Salesforce asks: is there an existing Pb with a matching email address?
- If yes, add them to the Campaign
- If no, Salesforce asks…
Is in that location an existing Lead with a matching email address*
- If yes, block Salesforce from creating a new lead.
- If no, allow Salesforce to create a new lead, and add them to the Campaign.

*Any other logic divers in your duplicate matching rule will be taken into account every bit well.

Footstep 1: Prep your File

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

E-mail
Visitor
Offset Name
Last Proper noun
Entrada ID
Member Status (optional**)

Where's the Campaign ID? You will notice the ID in the URL, eg: 7012A0000018SSnQAA:

*Accept note! These fields are the standard fields any import will require, but these may only scrape the surface for what your org requires. Are there required Atomic number 82 fields? Are there fields that atomic number 82 consignment rules use? Regardless, calculation more fields improves overall data quality, and so yous should seize this opportunity.

**Fellow member condition: if you lot do non define the status your Entrada Member should have, Salesforce will utilise the default 'Sent' status. More content coming on Campaign Member Statuses coming to The DRIP soon.

Finally, download the canvas in .csv format.

Footstep two: Launch Data Import Wizard

Go to Salesforce setup, and search for Information Import Magician. Click the big green 'Launch Magician' button (you may demand to whorl).

Utilise the image below to follow along:

What kind of data are you importing? – select leads.
What do you want to do? – select 'Add new and update existing records'
Lucifer lead by: E-mail
Assign New Leads to this Source: [select the appropriate lead source, which will bespeak a beginning touchpoint]
Assign All Leads to Campaigns – select this checkbox!

Then, drag your file into the 'Where is your data located' department.

Step 3: Field Mapping

On the next screen, you will find the fields volition be automatically mapped (if you used the correct headers in your file). Click 'Alter' to either select fields for unmapped fields, or remove a mapped field yous don't want to import.

Come across this fault? This means that Salesforce has not picked upward the entrada ID, and yous need to cross-check your file.

Once you're happy, starting time the import.

Step 4: Check the Result

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

When the progress reaches 100%, check how many records were processed and any failed under the 'Batches' department. Failed records obviously need actioning, so click 'View Upshot' to download a file that volition tell you the error reason.

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

Earlier, I honed in on the fact that Salesforce Contacts have different characteristics to Leads. Part 2 volition comprehend the differences in the import process.

Step 1: Prep your File

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

Contact: Email
Account Proper name
Contact: First Proper noun
Contact: Last Proper noun
Campaign ID
Fellow member Status (optional**)

Step 2: Launch Data Import Wizard

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

Use the image below to follow forth:

What kind of data are you importing? – select Accounts and Contacts.
What do yous desire to practice? – select 'Add new and update existing records'
Friction match contact by: Email
Match account by: Proper name & Site
! Assign All Contacts to Campaigns – don't forget to scroll downwards and select this checkbox!

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

NB: it's worth pointing out that there is no atomic number 82 source selection box, unlike pb import. As this is key information, consider pulling a list of newly created contacts, and doing a 2d import to include lead source equally a field in your import file.

Repeat Steps three and four from Part i.

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 directly into a Pardot list, then leveraging an automation rule to add these prospects to a Salesforce Entrada. I can completely see how this method is appealing, after all Pardot de-duping capabilities volition friction match existing prospects, create those that don't exist, and add both types to the listing – all in one swoop! However, there'south two reasons you should be beware of this shortcut:

Automatic AMPSEA Matching: with 'allow multiple prospects with the same email accost' enabled, when importing prospects, Pardot matches with the most recently active prospect (which possibly is not the tape you want!).
Consignment: these new prospects will not be assigned automatically, and and then 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 can be much more strict than Pardot. Validation errors, such as the wrong data format or length, will be thrown back as errors during Salesforce import. You don't go this visibility from the Pardot import tool, so you lot take chances creating many Prospect Sync Errors.

Summary

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

AppExchange to the Rescue

The process we've gone through in this tutorial is fiddly and time-consuming, but completely possible to go habit. There is one app from the Salesforce AppExchange that I can recommend to cure the headache. PeopleImport by Validity not simply tin can handle this process more efficiently, simply gives you the ability to ascertain smarter matching logic. Check information technology out, if only to brainwash yourself further on the topic of Campaign Fellow member import.

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

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