Before you can import your contacts lists into AdvisorStream, you will need to export from your Salesforce and properly format the data. This will be the list of individuals you would like to receive your weekly newsletter. The only information AdvisorStream requires is the first name, last name, email address.
We will only import unique contacts, based on the email address. The contact information must be formatted within separate columns in an Excel or .CSV, other formats are not supported.
In this article, you'll learn how to export your contacts from your Salesforce CRM.
1. Click on the Reports
2. Select New Report
3. On the Accounts & Contacts submenu select Contacts & Accounts.
4. Once selected, click Create.
5. In the Preview, select Remove the following Fields Salutations, Title, Mailing Street, Mailing City, Mailing State/Province, Mailing Zip/Postal Code, Mailing Country, Phone, Mobile, Fax, Accounting Owner, and Account Name.
6. Click Run Report after deselecting the fields.
7: Click Export Details.
8: Click Export and save the .xls or .csv file on your computer.