Skip to content

Interactive· Salesforce

Lead Import

Drop in a messy spreadsheet: columns map themselves, every row is checked for duplicates, and nothing lands until you've reviewed it.

Lead ImportDemo · sample dataThe real one runs in Salesforce

Import a lead list

Drop your CSV, check the columns, then dedupe. Nothing is added to Salesforce until you review the results.

Choose a file
Map columns
Dedupe
Review

Drop your CSV here

or

Your file never leaves your browser (up to 500 rows). The sample is trade-show-leads-oct.csv, 15 rows.

These rules will run, in this order

  • 1 Standard dedupe 2 rules
  • 2 Protect our clients 2 rules
  • 3 Already a contact 2 rules
  • 4 Leads being worked 1 rule
  • Off Phone book checks (switched off, it won’t run) 2 rules

About This Piece

Lead lists arrive in every shape. This importer takes them as they come and only lets clean data into Salesforce.

  1. Drop in a CSV. Columns map themselves, whatever the headers say (“Cell”, “Business Name”, “ST”).
  2. Every row runs through the matching rules (see the Rules Engine) and is checked against the rest of the file.
  3. You review the results: clean rows, duplicates, rows that need a decision and records to update, each with the reason.
  4. Commit creates the new leads, fills in or merges the matches, and can hand call tasks to the owners of matched records.

The real one stages rows in Salesforce and dedupes them with Batch Apex. This demo does it all in your browser with a made-up list and CRM.

More off the anvil

See everything

Want one of these
built for your team?

Tell us what slows your people down. We’ll show you what we’d build, and how it would fit the systems you already run.

Talk to Our TeamBack to The Anvil