Standard Operating Procedure: Importing Contacts into Salesforce from ZoomInfo

Standard Operating Procedure: Importing Contacts into Salesforce from ZoomInfo

Purpose

This Standard Operating Procedure (SOP) provides guidelines on when and how to import contacts into Salesforce from ZoomInfo. The process outlined here ensures the accurate and efficient transfer of contact information while maintaining data integrity within the Salesforce database.

Key Warnings

Before proceeding with the import process, it is important to be aware of the following warnings:

1. **Data Accuracy**: Ensure that the contact information obtained from ZoomInfo is accurate and up-to-date. Inaccurate or outdated information can lead to wasted efforts and a negative impact on customer relationships.

2. **Data Privacy**: Adhere to all data privacy regulations and internal policies when importing contact information. Protect customer data and ensure compliance with relevant laws, such as GDPR or CCPA.

3. **Duplicates**: Check for duplicate contacts in Salesforce before importing from ZoomInfo. Importing duplicate contacts can result in cluttered databases and confusion among team members.

Process Explanation

1. Review Contact Criteria

Before importing contacts from ZoomInfo, review the criteria for selecting contacts. Ensure that the contacts meet the relevant requirements, such as target audience, industry, or location.

2. Import to Salesforce

3. Verify Imported Data

After the import, verify the imported data in Salesforce for accuracy and completeness. Cross-check the imported information with the original data from ZoomInfo to ensure a successful transfer.

4. Update Contact Records

If any discrepancies are identified during the verification process, update the contact records in Salesforce accordingly. Make necessary corrections or additions to ensure accurate and up-to-date information.

Directions and Support

If you have any questions or need assistance with the process of importing contacts from ZoomInfo into Salesforce, please reach out to Victoria Wilbur. She can provide further guidance, answer any queries, or assist with troubleshooting any issues that may arise.