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Configuring My Salesforce Connected Lists
Configuring My Salesforce Connected Lists

Salesforce Connected Lists allow you to integrate your Salesforce CRM directly with UpLead, enabling the import, match, and export of contact data with ease.

Uplead Support avatar
Written by Uplead Support
Updated this week

In this article, you’ll find:

Prerequisites for Salesforce Connected Lists Integration

Before you can start configuring Salesforce Connected Lists, ensure you meet the following requirements:

  1. UpLead Subscription:
    You must have a Professional or Elite UpLead subscription to access this feature.

  2. Active Salesforce Account:
    You need a valid and active Salesforce account. Developer accounts are acceptable.

  3. Salesforce Role Permissions:
    Your Salesforce role must have the ability to create custom fields on the Contact object. This can be achieved in two ways:

    • 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

Once you’ve confirmed your prerequisites, follow these steps to connect Salesforce with UpLead:

  1. Connect to Salesforce

    • Navigate to either the Connected Lists section or Profile > CRM Integrations in UpLead.

    • Follow the prompts to authorize the connection with Salesforce.

  2. Confirm Integration

    • Wait for a confirmation notification to ensure the connection has been successfully established.

  3. Access Connected Lists

    • Once connected, go to My Lists > Connected Lists to manage your integration settings.

    • Click the Configure Salesforce button to start customizing your Salesforce integration.

Settings Configuration

The Settings section allows you to customize both Import and Export preferences for syncing Salesforce contact data. Here’s how you can configure your preferences:

General Settings

  • Activate Connected List - Activate or Deactivate. This controls whether your Salesforce integration is enabled.
    ​

  • Auto Synchronize: ON or OFF. This allows you to enable automatic synchronization of your contact data.
    ​

  • Synchronization Type: Choose whether to synchronize contacts assigned only to you or all contacts from Salesforce.
    ​

  • Validation Type:

    • Valid

    • Valid + Accept All

    • All Emails

Import Settings

Map Salesforce fields to UpLead fields. Ensure data is imported correctly by selecting the appropriate fields for each contact attribute (First Name, Last Name, Email, etc.).

Export Settings

  • Map Fields: Prevent overwriting by mapping UpLead fields to custom Salesforce fields.

  • Add Extra Fields: Include additional fields for export to Salesforce.

Submitting Settings

Once you’ve configured your settings, click Submit to apply the changes. If there are any issues (e.g., missing mappings), you’ll be notified with an error message.

Next Steps

🔹 Salesforce Connected Lists Contact Synchronization

🔹 Salesforce Connected Lists Billing

Still need help? Contact UpLead Support for assistance.

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