Uploading Contacts to SF

A vendor will send us a customer contact sheet with a list of contacts they want us to reach out to. The sheet needs to be cleaned up and uploaded to the system. Below are written instructions as well as a

Once a vendor filled out a Customer Contact Sheet, copy it’s contents to the ‘Salesforce Lead Upload’ sheet (available on Google Templates > Delivery)
Fill out the rest of the information in the missing columns as follows:

Replace (if needed) information in the ‘Region’ column to match Salesforce terminology (ex. if ‘US’ or ‘Canada’ > replace with ‘NA’, etc.)
Fill out ‘CountryCode’ and/or ‘City” columns with the relevant values from the drop-down list (row 2)
Copy the ‘Standard RaaS’, ‘vendor_reference_via_phone’, and ‘In Progress’ values down the sheet for respective ‘Offering Type’, ‘Lead Source for Opp’, and ‘STATUS’ columns
Select the correct ‘Lead Owner’ value from the drop-down (row 2) to match the values for each entry in the ‘Region’ column (i.e. if Region = EMEA/APJ > Lead Owner = Seth EMEA, etc.)

Enter SF Vendor Product ID number in ‘Vendor Product’ column, found by searching for the product in Salesforce and copying the URL slug. Only 1 product ID can be entered.

Copy the exact contents from the Contact Sheet to the ‘Vendor Product Notes’ column
Enter SF Sales Opp ID number to the ‘Sales Opportunity’ column, found in Sales Opportunity URL (similar to the ‘Vendor Product’ ID).

Check the review calendar for already scheduled product reviews and remove contacts from the lead upload template
Do a final scan of the sheet for any spelling and/or formatting errors (eg. Name capitalization, phone numbers displayed as “ERROR”)
Download the sheet in .csv format
In Salesforce go to ‘Leads’ tab and click ‘Import’ button
When the ‘Import your Data into Salesforce’ page opens click on ‘Leads’ under ‘Standard objects’ tab
Click on ‘Add new and update existing records’
Select ‘Email’ under ‘Match Lead by’ drop-down
Drag your downloaded .csv file under the ‘Drag CSV file here to upload’ section and click ‘Next’
Start Import

https://docs.google.com/spreadsheets/d/1XBicXpbXeDyf9YzKOF7gu_6XTxKoA1vqSq8DFi4BW84/edit?gid=0#gid=0

Please create a copy.

Leads link: https://peerspotdotcom.lightning.force.com/lightning/o/Lead/list?filterName=__Recent

To see:

This is a video with instructions: https://drive.google.com/file/d/1nk5-DybJb-m49puRrNUvKHzoOvA1vyEw/view

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