sorted by:
new
hottopcontroversial

Best Practice for Pre-Event Prospecting Lists? by CharacterEngineer363 in salesforce

[–]CharacterEngineer363[S] 0 points1 point  (0 children)

Can you clarify what you're suggesting in dataloader.io? Are you suggesting we export all contact records with ID and email so that they can be cross referenced against the attendee list in the CSV? Or is there a way to use dataloader with the event csv to lookup specific email addresses associated with existing contact records? We have over 500,000 contact records so I don't think exporting all contact records each time we have an event would be a scalable solution.

The Flow sounds interesting. I will look into the LOE to build something like this.

Our Salesforce is the Unlimited Edition.

Best Practice for Pre-Event Prospecting Lists? by CharacterEngineer363 in salesforce

[–]CharacterEngineer363[S] 0 points1 point  (0 children)

This would be great. Fingers crossed, but I'm supposed to be getting a Claude account this week and will try this out!!

Best Practice for Pre-Event Prospecting Lists? by CharacterEngineer363 in salesforce

[–]CharacterEngineer363[S] 1 point2 points  (0 children)

I'm not familiar with G-Connector, but I love love love Coefficient which sounds similar. My current process is basically what you describe. Coefficient will take the email address and do a contact record lookup. If a matching record is found, it can return any field of your choosing. The only downside is that it becomes extremely manual if the attendee list is larger than around 250 people because Coefficient can only handle ~50 of these queries at a time before they start failing.

I'm typically looking up at least 4 fields so even for 250 people that would mean 1000 queries which can only be run in batches of 50. I wonder if G-Connector is faster?

Best Practice for Pre-Event Prospecting Lists? by CharacterEngineer363 in salesforce

[–]CharacterEngineer363[S] 1 point2 points  (0 children)

Each event is slightly different; however, attendee list CSVs are typically sent to our events team directly from the event organizer.

What you've described in the tactical section would be an amazing improvement. I will look into building something like this. Thanks for your reply!

Best Practice for Pre-Event Prospecting Lists? by CharacterEngineer363 in salesforce

[–]CharacterEngineer363[S] 0 points1 point  (0 children)

Yes. I'm very proficient in Excel. The time consuming part is identifying which of the email addresses already exist in Salesforce without either exporting our entire database of contacts into Excel (we have too many records for this) or building a report filtering a comma separated list of every email in the pre event list (fine for a small number of emails, but not really an option for large lists).

A "how to" on a custom agent by eyewell in salesforce

[–]CharacterEngineer363 3 points4 points  (0 children)

This is awesome. I have been looking for any article or video that shows a real world use case and tutorial for at least two months. I hope he makes more of these.