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Salesforce User Guide: Import Button

Importing an individual lead or contact from your Salesforce to FlashInfo

Follow these steps to import an individual lead or contact from Salesforce to FlashInfo:

Navigate to the detailed lead or contact record you wish to import into FlashInfo.
Click the "Import to FlashInfo" button.

Contacts View

1. contacts view

Contact Detail View

2. Contact Detail View

Leads View

3. Leads View

Lead Detail View

4. Lead Detail View

Configure a Custom Button Inside Salesforce

Easily import data directly from Salesforce using the FlashInfo Custom Button. This feature supports imports from both Leads and Contacts within Salesforce. In this guide, we'll walk you through the button creation process step-by-step.

Heads up:

Some Salesforce site settings might block the import button from launching the FlashInfo import window. If this happens, ensure that pop-ups and redirects are permitted in your security settings.

Step-by-step Introduction:

Pre-requisites:

- A Salesforce account with administrative rights.
- FlashInfo integration set up with Salesforce.

Steps:
- Log into Salesforce: Access your Salesforce account.

The Custom Import Button for Lead View:

Navigate to Setup: Click on the gear icon in the top right corner and select 'Setup'.
Customize Objects: Under the "Objects and Fields" section, select "Object Manager".
Select the Relevant Object: Find and click on the object you want to add the import button to, for example, "Leads".
Buttons, Links, and Actions: In the object details page, find the "Buttons, Links, and Actions" section and click on it.
New Button or Link: Click on the "New Button or Link" button at the top of the page.

5. Custom Button

Configure the Button:

Label: Enter a name, e.g., "Import to FlashInfo".
Name: importtoflashinfo
Display Type: Choose "List Button".
Behavior: Choose third one "Display in existing window without sidebar or header"
Content Source: Choose " URL" Copy URL into Text Bar: https://discover-api.flashintel.ai/api/v2/salesforce/export?type=leads&account={!$User.Email}
Save: Once you've configured the button, click "Save".

Go Back To Object Manager

Click List View Button Layout
Save this action

6. Object Manager

Lead Details Page

Hover to "New Button or Link": Click on the "New Button or Link" button at the top of the page. Create the one button here again:

Configure the Button:

Label: Enter a name, e.g., "Import to FlashInfo".
Name: Import_to_FlashInfo
Display Type: Choose "Detail Page Link".
Behavior: Display in a new window
Content Source: URL

Copy URL into Text Bar:

https://discover-api.flashintel.ai/api/v2/salesforce/export?type=leads&account={!$User.Username}&id={!Lead.Id}

Save: Once you've configured the button, click "Save".

Add Button to Page Layout:

Hover to Page Layout, choose the first option

Add Button To Page Layout

Choose " Mobile & Lightning"
Drag "Import to FlashInfo" into Salesforce Mobile and Lightning Experience Actions session
Click Save.

7. Lead Layout

Once finished above action, you can manually import data into FlashInfo.

import data

The Custom Import Button for Contact View

Navigate to Setup: Click on the gear icon in the top right corner and select 'Setup'.
Customize Objects: Under the "Objects and Fields" section, select "Object Manager".
Select the Relevant Object: Find and click on the object you want to add the import button to. For example, "Contacts".
Buttons, Links, and Actions: In the object details page, find the "Buttons, Links, and Actions" section and click on it.
New Button or Link: Click on the "New Button or Link" button at the top of the page.

Contact Object

Configure the Button:

Label: Enter a name, "Import to FlashInfo".
Name: ImporttoFlashInfo
Display Type: Choose "List Button".
Behavior: Choose third one "Display in existing window without sidebar or header"
Content Source: URL

Copy URL into text bar:

https://discover-api.flashintel.ai/api/v2/salesforce/export?type=contacts&account={!$User.Email}