Advice needed re: importing leads to Salesforce via Smart Campaigns

[Anonymous]

In some way I mess up almost 100% of list imports into Salesforce. I have spent hours trying to self-learn and on the forums. I am in desperate need of assistance and direction as the amount of records that I have introduced to Salesforce with missing or incorrect records in now in the thousands! Lead assignments, lead source, demographic info....they all seem to go wrong one way or the other. I need serious help with import flows. 

Disheartening is putting it mildly.  Any favorites among the published learning resources that helped you learn these steps?

[Josh_Hill13]

Please import into Marketo first, not SFDC.

Knowing what exactly is going wrong would help. Since each setup is different it is hard to pinpoint based on what you say. Here are some ideas:

• Know the field names to map to. These should be in your column in excel.
• Convert the file to CSV.
• For SFDC ONLY - have Lead or Contact Owner & check Assginment rule minimums are in the sheet.
• Email Address is required for Marketo.
• Use the Wizard to map fields properly. ABORT if it doesn't seem right.
• Have a template spreadsheet to help you do this faster.
• Break up lists into lists by Status, so you have a separate sheet for each status.

[Anonymous]

Hi Karen, I moved your question to Products & Support so that you'd get more answers.