{"id":45953,"date":"2018-08-30T08:23:17","date_gmt":"2018-08-30T08:23:17","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=45953"},"modified":"2026-02-04T10:18:24","modified_gmt":"2026-02-04T10:18:24","slug":"lists-contacts-leads","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/lists-contacts-leads\/","title":{"rendered":"Create Contact Lists From Salesforce"},"content":{"rendered":"<p>If you use Salesforce to collect and maintain contact information, good news! Sogolytics can use your Salesforce Contacts, Leads, or Accounts to send out survey invitations! Simply create a Contact List in Sogolytics from either Salesforce Contacts, Leads, or Accounts and publish. Beyond email address, you may also choose to pull additional information about your records to use in Data Population, Mail Merge, and more.<\/p>\n<p>Just need a static Contact List? A one-time import of Salesforce Contacts, Leads, or Accounts will pull the records you need. Prefer to keep your List updated? Set up a dynamic Contact List to update automatically based on changes in your Salesforce account.<br \/>\nHere&#8217;s how:<\/p>\n<ol>\n<li>Under Distribute, click Contact Lists.<\/li>\n<li>Click on New, then select List.<\/li>\n<li>Enter a unique name for your list.<\/li>\n<li>Select External Sources, then choose Salesforce.<\/li>\n<li>Next, choose to import records from Salesforce Contacts\/Leads\/Accounts.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.210.png\"><\/li>\n<li>To apply a filter, respond to &#8216;Do you want to apply filter on this list?&#8217; by switching the toggle to Yes. Also, to allow adding duplicate records turn on the \u2018Allow duplicate email addresses\u2019 to yes.<\/li>\n<li>For a one-time import of existing Salesforce records, choose \u2018Create a static Contact List\u2019.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.211.png\"><\/li>\n<li>On the next step, as per the allowed column limit the fields will be pre-selected. Remove unwanted fields by simply unchecking the pre-selected checkboxes.<\/li>\n<li>Select the email address field, which can be used for sending email invites.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.212.png\"><\/li>\n<li> Click Done.<\/li>\n<li>Automation Rules: You\u2019ll see this step only if you\u2019re creating a dynamic Contact List.\n<ul>\n<li>Define when the Contact List records should be updated based on changes in Salesforce.<\/li>\n<li>Select Start and End Date as needed.<\/li>\n<li>Based on your preferences, set Email Alerts to notify you\/your team about successes and\/or failures in the automation process.<\/li>\n<\/ul>\n<p>Note: Any records deleted from Salesforce will not be deleted from Sogolytics, and vice versa.<\/li>\n<\/ol>\n<p>When you\u2019re ready to publish your survey, you can choose this List as your source and reach out directly to all of your Contacts, Leads, and Accounts.<\/p>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">This feature is available as an \u00e0 la carte feature in the Enterprise plan. <a href=\"https:\/\/beta.sogosurvey.com\/request-a-demo\/\">Contact us<\/a> to take advantage of this option.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>If you use Salesforce to collect and maintain contact information, good news! Sogolytics can use your Salesforce Contacts, Leads, or Accounts to send out survey invitations! Simply create a Contact List in Sogolytics from either Salesforce Contacts, Leads, or Accounts and publish. Beyond email address, you may also choose to pull additional information about your records to use in Data Population, Mail Merge, and more. Just need a static Contact List? A one-time import of Salesforce Contacts, Leads, or Accounts will pull the records you need. Prefer to keep your List updated? Set up a dynamic Contact List to update automatically based on changes in your Salesforce account. Here&#8217;s how: Under Distribute, click Contact Lists. Click on New, then select List. Enter a unique name for your list. Select External Sources, then choose Salesforce. Next, choose to import records from Salesforce Contacts\/Leads\/Accounts. To apply a filter, respond to &#8216;Do you want to apply filter on this list?&#8217; by switching the toggle to Yes. Also, to allow adding duplicate records turn on the \u2018Allow duplicate email addresses\u2019 to yes. For a one-time import of existing Salesforce records, choose \u2018Create a static Contact List\u2019. On the next step, as per the allowed column limit the fields will be pre-selected. Remove unwanted fields by simply unchecking the pre-selected checkboxes. Select the email address field, which can be used for sending email invites. Click Done. Automation Rules: You\u2019ll see this step only if you\u2019re creating a dynamic Contact List. Define when the Contact List [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":275,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[232],"tags":[319,280],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create Contact Lists From Salesforce | Sogolytics<\/title>\n<meta name=\"description\" content=\"Sogolytics can use your Salesforce Contacts and Leads to send out surveys! Follow the steps to create a list from contacts or leads and publish your survey.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/lists-contacts-leads\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create Contact Lists From Salesforce | Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Sogolytics can use your Salesforce Contacts and Leads to send out surveys! 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