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Frequently Asked Questions

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How do I import my contacts from Salesforce?

First, you'll need to integrate your Benchmark account with your Salesforce account:

  1. Log into your Benchmark account
  2. Hover your cursor over your first name displayed at the top right corner of the page
  3. Select Integration from the drop-down menu
  4. Navigate down to the Salesforce application and click the Connect button
  5. You will be directed to the Salesforce login page where you will be prompted to enter in your username and password
  6. Click the Login button
  7. You will then be directed back to your Benchmark account where you should see Connected next to "Connection Status"

Now, you're ready to upload your Salesforce contacts into your Benchmark contact list:

  1. Log into your Benchmark account
  2. Hover your cursor over the arrow next to the Email icon
  3. Select Contacts from the drop-down menu
  4. Hover your cursor over the Contacts button at the top right
  5. Select Create New List from the drop-down menu
  6. Enter in the list name
  7. Select the dial next to Import Contacts from a File
     
  8. Select the Click here text link
  9. Select the dial next to Salesforce
  10. Click on the Connect to Salesforce button
  11. Map your list fields
  12. Click the Save & Next button
  13. Enter your list compilation details
  14. Click the Save & Next button

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