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SalesForce Contact Upload Process (Marketing (Contacts (This is our main…
SalesForce Contact Upload Process
Recruiting
Candidates
Save all candidates under contact
record type "Candidate"
When a candidate becomes an employee convert them to
contact record type "Employee"
and Convert account record type from
"Candidate" to "Account
Transfer the personal email information to HR for marketing to have access to it. This will allow marketing to have their personal email in the future if they are terminated.
Marketing
Contacts
This is our main database for imports
Upload conference and seminar lists here
In the spreadsheet, use the
contact record type "Contact"
IMPORTANT: Use the proper mapping fields shown in the "Salesforce Wizard Process"
Clients
During the import process map contact
record type "Client"
HR
Employees
Get new employee list from HR every Friday
For terminations, delete PGE emails and move personal email from "Email 2" to "Email 1"
If there are any terminations, convert
contact record type "employee" to "contacts"
Before uploading, remove cells that are marked "Delete"
Make sure to include the
contact record type "Employee"
Save the file as "CVS"
Import following the Salesforce Import Wizard Process