Advice needed re: importing leads to Salesforce via Smart Campaigns
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?