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Salesforce Connected Lists
Salesforce Connected Lists

Salesforce Connected Lists enable seamless integration and synchronisation between Salesforce (SF) CRM and the UpLead platform. This feature allows users to import, match, and export contact data between the systems.

Uplead Support avatar
Written by Uplead Support
Updated over a month ago

Billing Information

UpLead operates on a credit-based system. One credit is used when you export a contact to your CRM. In essence, one credit equals one contact so exporting a list of contacts will be based on your number of matched contacts and your validation preferences set up in the connection configuration.
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When integrating with Salesforce, each contact you send to Salesforce will deduct one credit from your account. However, you will not be charged twice for the same contact.

For contact records that include an email address, a credit will only be deducted if the email status is either "Valid", "Valid and Accept All" or if the Validation Type is set to "All Emails" a credit will be deducted for every contact pushed that has an email or phone disregarding the status of the email.
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Prerequisites for Salesforce Connected Lists Integration

  • To access the integration, you must have a Professional or Elite subscription.

  • You have a valid and active Salesforce account, developer accounts are accepted.

  • The user's Salesforce role must allow custom field creation on the Contact object or the fields must be pre-created

To unlock full functionality, the user's Salesforce role must allow custom field creation on the Contact object. This can be achieved using one of the following two approaches:

  • Option 1: An admin can configure the necessary permissions on a custom user profile cloned from the standard user profile:

    • Modify Metadata Through Metadata API Functions system permission.

    • Manage Custom Permissions system permission.

    • Customise Application system permission.

    • CRUD (Create, Read, Update, Delete) permissions on the Contact object.

    • The ability to view all profiles in Salesforce which can be granted by the View All Profiles system permission.

  • Option 2: An admin can pre-create the required custom fields on the Contact object in which case the user will be restricted to syncing data only to the existing custom fields created by the admin. These fields must include:

    • UpleadContactId__c

    • UpleadFirstName__c

    • UpleadLastName__c

    • UpleadWebsite__c

    • UpleadEmail__c

    • UpleadLinkedIn__c

    • UpleadMobilePhone__c

Initial Setup and Connection

  • Connect to Salesforce

    • You can connect to Salesforce either by navigating to the Connected Lists section or through Profile > CRM Integrations in the Uplead platform.

    • Once the connection process is initiated, follow the prompts to authorise the connection.

    • Wait for a confirmation notification to ensure the integration is successfully established.

  • Accessing Connected Lists

    • After the connection is set up, go to My Lists > Connected Lists to manage your Salesforce integration.

    • From here, you can start the configuration process by pressing the Configure Salesforce button:

      1. Clicking this option takes you to the configuration menu, where you can customise the integration settings.

      2. These settings include enabling features like automatic synchronising and adjusting the mapping between Salesforce fields and Uplead fields.

  • Importing Data from Salesforce

    • After activating the Activate Connected List toggle, the platform automatically initiates an import from Salesforce.

    • During this import, Uplead retrieves contact data from your Salesforce account and matches it against its own database.

    • This matching process allows Uplead to enrich your imported Salesforce contacts with additional details, such as updated contact information or enhanced data points.

  • Verification and Enrichment

    • Once the data import is complete, users can verify and review the matched contacts.

    • Uplead provides the ability to enrich these contacts, ensuring that the information synced from Salesforce is as up-to-date and complete as possible.

Settings Configuration

The Settings section allows users to configure both Import and Export preferences for Salesforce contact data. Below is a breakdown of the settings available:

General Settings

  • Activate Connected List:

    • Options: Activate or Deactivate which determines whether the Salesforce integration is active or disabled

  • Auto Synchronise:

    • Options: ON or OFF which enables or disables automatic synchronisation of data.

  • Synchronisation type:

    • Options: Only the contacts assigned to me or All the contacts from the CRM which allow users to control which subset of Salesforce contacts are synchronised.

  • Validation Type:

    • Options:

      • Valid (default)

      • Valid + Accept All

      • All Emails

    • Specifies the email validation criteria for imported data.

Import Settings

Use these settings to define how Salesforce contact data is imported and mapped into UpLead.

  • Ensure Salesforce fields map correctly to UpLead fields.

  • When importing data from Salesforce the following fields are populated with the option to select from the Salesforce contact attribute to write the data from: Uplead Id, First Name, Last Name, Website, Email, LinkedIn

  • Importing contacts from Salesforce will always overwrite the current connected list with new data on the imported contacts

Export Settings

These settings control how UpLead data is exported back to Salesforce to avoid overwriting existing fields.

  • Map UpLead fields to custom Salesforce fields to prevent overwriting existing fields.

  • Add Extra Fields: Use the Add Extra Fields button to include additional fields for export.

Submitting Settings

  • Once settings are configured, click the Submit button.

  • You will receive a success notification if the settings are valid.

  • If an error occurs, a detailed error message will display (e.g., duplicate rules or missing mappings).

Importing Data from Salesforce

  • Automatic Import Triggered by Preferences Submission

    • Users can activate the Connected List immediately when they configure their Salesforce connection preferences (through the "Configure Salesforce" option). Once the user submits the preferences form with the "Activate Connected List" option enabled, Uplead automatically triggers the import of contacts from Salesforce and the user is presented with a page that will refresh upon Salesforce import completion:
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    • The same automatic Import gets triggered when the Auto Synchronisation option is activated from the Settings

    • Notifications: The user will receive a notification once the import process begins, letting them know that the list is synchronising. When completed, a final notification confirms the successful import.
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  • Manual Import Using the "Start Import" Button

    • After setting up the Salesforce connection preferences and selecting the desired configuration, users can manually trigger the import by clicking the button.

    • Notifications: The user will be notified when the import starts and will also be informed once the import process is complete.
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Matching Imported Data

  • The following criteria are used to match contacts:

    • First Name + Last Name + Website: Uplead compares the contact's full name and website against existing records to find potential matches.

    • Email Address: Uplead cross-references email addresses to match contacts accurately.

    • LinkedIn Profile URL: If available, the LinkedIn URL is used to cross-reference and match contacts with those in the Uplead database.

    ​Note: This matching process helps identify existing contacts and avoid duplicates, which is important for maintaining data consistency across systems.

  • Notifications During Matching

    • If matching is in progress, the contact list will contain a label stating: "Controls are disabled while your list is processing."
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    • Notification: Users are notified once the matching process has been completed, and they can view the results in their connected list.

Exporting Data Back to Salesforce

  • Manual Export

    • Users can manually export matched contacts back to Salesforce by selecting the Start Export button.

    • Cost: Every export action costs one Uplead credit for each matched contact.

    • Notifications: A notification will be displayed once the export process has been completed, confirming that the data has been successfully transferred to Salesforce.

  • Automatic Export

    • Contacts will be kept updated in once the Auto Synchronisation feature is activated

    • Cost: Like manual export, automatic exports cost one Uplead credit per contact exported.

    • Notifications: Users will receive a notification once the automatic export has been completed for unmatched contacts.

  • Download Exported CSV

    • The user can choose to download a CSV file containing the exported contact data after the export is completed.

    • Notifications: There is no specific notification for this action, as it is a simple download link, but users can view a confirmation message stating the data has been exported, and the file is ready to download.

  • Viewing Matched/Exported

    • Contact Details - Users can open individual matched/exported contacts to view the Uplead contact page.

    • LinkedIn Profile Access - From the list view, users can directly open the LinkedIn profile of any matched or exported contact. This allows for immediate engagement with contacts via their LinkedIn profiles.

    • Pagination - Users can paginate through the list of matched and exported contacts, making it easier to navigate large lists.

    • Filtering Contacts

      • Filter by Status: Users can filter contacts in the connected list based on their matching or export status, such as:

        • Matched First: Shows matched contacts first.

        • Exported First: Shows exported contacts first.

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