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Create Workspaces automatically by syncing Salesforce leads and contacts

Dossier Team
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Connecting to Salesforce enables you to automatically create workspaces from your customer information in Salesforce by syncing with it. Dossier creates workspaces and contacts from Salesforce accounts, contacts, and leads.

See figures and options below to connect to Salesforce from the portal.

Connect_Salesforce_Profile_Menu.png 1.gifIf you are a team member, connect using your own Salesforce account. Click Connect to Salesforce from the profile menu in the upper right corner of the portal.
Connect_Salesforce_Apps.png 2.gifIf you are the org admin, you have two ways to connect to Salesforce. In addition to option 1 above, you can select Apps > Salesforce > Connect.
Connect_Salesforce_Icon.png 3.gifIf you are not logged in to Salesforce, Dossier prompts both team members and the org admin to do so when you click sync-to-salesforce.png (the Sync icon) under Workspaces.

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Sync Your Salesforce Accounts, Leads, and Contacts

  1. Log in to Salesforce using one of the methods above and authenticate your account information.
  2. Select the Sync icon under Workspaces (see option 3 above). If you are not connected to Salesforce, Dossier prompts you to do so. Otherwise, Dossier takes you the Salesforce Sync page.  The figure below illustrates steps 3 - 8.

Sync_Salesforce.png

  1. Select Salesforce accounts, leads, and contacts singly by clicking the check box, or click the Select All check box to select everything. Click the Leads or Accounts tabs to sync only those.

  2. Click Sync after selecting the Salesforce information.

  3. Click OK when Dossier displays a message after it finishes importing the selected information. Refresh your browser to see the new workspace(s) created.

  4. Go to the Contacts tab page of a newly synced workspace to see the members that Dossier has created from the Salesforce account information. You can automate sending outbound emails (leads, accounts, etc.) from this page. See Sending a Message to Everyone from the Contacts page.

 

Update Salesforce Information

If you have added information in Salesforce since you imported leads and contacts into Dossier, you need to sync again. Select and sync the new information following the steps above. Note that during the sync, Dossier only lists the accounts, leads, and contacts that you have not imported already.