DemandScience Intelligence seamlessly links with your Salesforce.com account. Why hassle with downloading a list and then uploading it to your CRM. Save yourself some time by making the process more efficient. By following these few simple steps, you will be able to import Contacts directly into Salesforce.
Please note: DemandScience Intelligence account holders with Manager level capabilities can sync their exported contact or company data to Salesforce by following these steps. Once the connection has been established, all users listed on the account will have the ability to export to Salesforce.
If you were previously using the Salesforce integration, you will need to clear your cache prior to following the steps below:
Click on the Manage tab to navigate to the Subscription Manager.
Click on Integrations to display the list of CRMs.
Click on the Connect button to start the process.
Upon clicking Connect the system will generate an API Key. You can reveal this key by clicking the Show button. Once the API Key is ready, the "Connect" button becomes an button that says "Open Authenticate Window". Click this to proceed.
On the next screen click "New authentication". This will prompt you to enter your name for authentication purposes. After adding your name, click the Next button.
Set Your authentication name. By default it will show your name, followed by Salesforce account. Make sure the Salesforce instance type drop down box is set to Production to connect to your production environment. Clicking the Create button will save the information you entered as your connection point on the DemandScience Intelligence side.
You'll then be prompted to enter your Salesforce credentials to log into your account.
Next, click the "Finish" button to grant permission for the connection to be formed.
Next you will be prompted to map DemandScience Intelligence Company & Contact fields to Salesforce fields. Please note: if any standard DemandScience Intelligence fields are left unmapped, they will route to the description field in Salesforce.
For all mapping options a screen will appear allowing you to set a Campaign ID for your export. This is an optional step and can be skipped by leaving the text box blank and simply clicking the next button.
Map the Company fields then click the "Next" button.
2. Map the Contact fields, then click the "Finish" button.
You are now connected and able to export records directly to Salesforce using the configured workflows by following these simple steps below:
Select your records.
Click the Export button.
Set the file type to download as "Sync to Salesforce Contacts" in the dropdown list.
You have the option to save this order for later reference.
Click the "Checkout Now" button.
The next time you log into your Salesforce account, you will see all of the contacts you have downloaded. Please be advised, this process will not add duplicate records to Salesforce if a contact in your database already exists based on the email address of the record. You will however incur a charge for the export as you are downloading information from DemandScience Intelligence. To avoid being charged for records you already own, we encourage you to use the suppression list feature, available in the Subscription Manager menu.
If you wish to break the connection at any time, click the Disconnect button, as seen in the image above. This will pop the confirmation box, pictured below, asking if you are sure you wish to disconnect from Salesforce.