PeopleImport Tips & Tricks
-
Using PeopleImport to associate matched Leads and/or Contacts to a Campaign or a Task - only.
Some PeopleImport users utilize the application to only find matches and then associate the found matches to a Campaign and/or Task. They do not update data on the found matched Salesforce records or create records for the non-matches; they simple...
-
Track Records Updated or Inserted by PeopleImport
We had a customer recently who had a need to track when records were updated or inserted by any of his PeopleImport scenarios. This can be easily accomplished using field mapping options in Stage 1. Setup First, users would have to create fields...
