Importing Contacts from Salesforce to your Address Book
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Importing Contacts from Salesforce to your Address Book

If you have purchased a Salesforce integration you can import contacts from Salesforce into your FluidSurveys address book.

To import your Salesforce contacts into your FluidSurveys address book:

  1. Select Contacts from the Tools menu in the upper left corner of your account.
  2. Click Add Contacts and select Import from Salesforce.
  3. Click Add New Record.
  4. Select the type of record you want to add. In most cases this will be Contact.
  5. Select the field in Salesforce associated with the contact’s email.
  6. Select the field in Salesforce associated with the contact’s name.