Import SalesForce Contacts

CallFire currently supports importing contacts from SalesForce.  You can import all of your contacts, or specific list of contacts.  If you wish to import only selected contacts, you must first create a SalesForce report to capture them.  Be sure to include both contact ID and a phone number in the report, or CallFire will be unable to upload your list.

To begin, navigate to Contact Lists, and click the Import List option.

Choose the SalesForce option.

Select whether to import all of your contacts, or an existing report.

Ensure your type of sync meets the criteria required by CallFire.

CallFire will add the first name, last name, and phone number of each contact.  Click the option to import additional fields to include additional information captured in your instance of SalesForce. Click Set Contact Detail Names when satisfied with the three preset options.

To import additional fields, choose from a list of your unique fields from SalesForce.  After making your selections, CallFire allows you to rename them.  To do this, click the option to customize the field name, and choose Custom. In the example below, we chose Custom, and then entered the word Email, because we want to import the contacts' email addresses.

Next, give your list a name for future reference.

After you click Import, check your email inbox for the confirmation message.

Finally, click the Validate link in your email to confirm your import. 

More information about this process can be found on the Validate Contacts page.

Sync Results back to SalesForce

CallFire will automatically sync Voice Broadcast and Cloud Call Center campaign results for each contact, back to SalesForce. This takes place daily at midnight local time. Text Broadcast data does not sync.