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Importing contact and leads from Salesforce

Last updated November 18, 2023

In this article, you will learn more about how Salesforce Contact and Leads are imported into Mailmodo.

Note - Looking for steps to integrate Salesforce with Mailmodo, see this article .

How are Salesforce leads and contacts imported into Mailmodo?

All the Leads and Contacts record(s) in Salesforce will be imported as Contacts in Mailmodo.

In Mailmodo, there will be a contact property created named “salesforce_record_type” to differentiate between Contacts and Leads records in Mailmodo. The value of salesforce_record_type will be set to either Contacts or Leads.
Whenever a Lead is converted into a Contact in Salesforce, the salesforce_record_type will be updated along with other information for the record.

Only those records which have a valid email address will be imported into Mailmodo.
For each record in the Leads and Contact object, we will import a predefined list of system fields and all the custom fields in these objects as contact properties in Mailmodo.
Once the record(s) and fields are added in Mailmodo, you can use them to create segments or set up journeys in Mailmodo.
In case of duplicate records in Salesforce (i.e., both leads and contacts have the same email address), then we will import only the Contacts record.
The subscription status for the Salesforce record(s) is maintained in Mailmodo at the time of import. For e.g., if a Salesforce Contact has Email Opt Out set to True then the user will be added to the suppression list in Mailmodo at the time of import.

Please note - By default, sync frequency is set to 60 mins i.e., every 60 mins new records and changes to the existing records are updated in Mailmodo. If you want to change the sync frequency, then please reach out to Mailmodo Customer Support .

What fields of the Salesforce Leads object are imported in Mailmodo?

1. The table below shows the list of system properties synced to Mailmodo and how they are mapped to contact properties in Mailmodo. The system properties not mentioned below won’t be synced by default.

2. All the custom properties for the Leads object will be imported into Mailmodo. See this section to see how data types are mapped between Salesforce and Mailmodo.

Fields in Salesforce	Property in Mailmodo	Data type in Mailmodo
Email	email	String
FirstName	first_name	String
LastName	last_name	String
MiddleName	middle_name	String
Name	name	String
MobilePhone	phone	String
Address	address1	String
Street	address2	String
State	state	String
StateCode	state_code	String
City	City	String
Country	Country	String
AnnualRevenue	annual_revenue	Number
Company	company	String
ConvertedDate	salesforce_lead_converted_date	DateTime (ISO)
CurrencyIsoCode	currency_iso_code	String
Department	department	String
Division	division	String
Industry	industry	String
IsDeleted	is_deleted	Boolean
IsConverted	is_converted	Boolean
LeadSource	salesforce_lead_source	String
NumberOfEmployees	number_of_employees	Number
Phone	home_phone	String
PhotoUrl	photo_url	String
PostalCode	postal_code	String
Rating	rating	String
LeadId	salesforce_lead_id	String
Suffix	suffix	String
Title	salution	String
Website	website	String

What fields of the Salesforce Contact object are imported in Mailmodo?

1. Table below shows the list of system properties synced to Mailmodo and how they are mapped to contact properties in Mailmodo. The system properties not mentioned below won’t be synced by default.

2. All the custom properties for the Contact object will be imported into Mailmodo. See this section to see how data types are mapped between Salesforce and Mailmodo.

Fields in Salesforce	Property in Mailmodo	Data type in Mailmodo
Email	email	String
FirstName	first_name	String
LastName	last_name	String
Name	name	String
ContactId	salesforce_contact_id	String
Birthdate	birthday	Datetime (ISO)
Department	department	String
Description	description	String
MailingAddress	address1	String
MailingCity	city	String
MailingState	state	String
MailingCountry	country	String
MailingPostalCode	postal_code	String
MailingStateCode	state_code	String
MailingCountryCode	country_code	String
MailingStreet	address2	String
MobilePhone	phone	String
Salutation	salutation	String
Title	designation	String
HomePhone	home_phone	String
Suffix	suffix	String
PhotoUrl	photo_url	String
MiddleName	middle_name	String
IsDeleted	is_deleted	Boolean
LeadSource	salesforce_lead_source	String
IsPersonAccount	is_person_account	Boolean

How are data types mapped between Salesforce and Mailmodo?

1. The table below shows what Salesforce data types are supported and how they are mapped into different data types in Mailmodo.

2. For custom fields, we will only import fields that can be mapped to supported data types in Mailmodo. For e.g., custom fields that are marked as GeoLocation data type will not be imported in Mailmodo.

Data types in Salesforce	Supported in Mailmodo	Data type in Mailmodo
Email	Yes	String
Number	Yes	Number
Percent	Yes	Number
Phone	Yes	String
Picklist	Yes	String
AutoNumber	Yes	Number
Checkbox	Yes	String
Currency	Yes	String
Date	Yes	Datetime (ISO)
DateTime	Yes	Datetime (ISO)
MultiselectPicklist	Yes	String
Text	Yes	String
TextArea	Yes	String
LongTextArea	Yes	String
Summary	Yes	String
URL	Yes	String
Lookup	No	Not imported
Time (Beta)	Yes	String
MasterDetail	No	Not imported
MetadataRelationship	No	Not imported
EncryptedText	No	Not imported
ExternalLookup	No	Not imported
IndirectLookup	No	Not imported
Hierarchy	No	Not imported
File	No	Not imported
CustomDataType	No	Not imported
HTML	No	Not imported
Geolocation	No	Not imported

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