Salesforce Bulk Lead Importer

Task

Import leads into Salesforce in bulk. Use @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to check for existing contacts and avoid duplicates, then use @Salesforce/Create ObjectsName it "Salesforce/Create Objects" and call it with @Salesforce/Create Objects to create new leads or contacts with full field mapping.

Example: Import these 50 event attendees into Salesforce as new leads, skipping anyone who already exists.

Input

The user will provide either:

1. A list of leads with names, emails, companies, and titles
2. A description of a data source (e.g., "attendees from last week's webinar")
3. Specific fields and values to map for each lead

Example: "Import these leads into Salesforce: john@acmeName it "acme" and call it with @acme.com (John Smith, VP Sales, Acme Corp), jane@betaName it "beta" and call it with @beta.io (Jane Doe, CTO, Beta Inc)"

Context

Workflow

1. For each lead, use @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to check if they already exist in Salesforce
2. Separate leads into "already exists" and "new" buckets
3. For new leads, use @Salesforce/Create ObjectsName it "Salesforce/Create Objects" and call it with @Salesforce/Create Objects to create Lead or Contact records with all provided fields
4. Map fields to standard Salesforce fields (FirstName, LastName, Email, Company, Title, Phone, etc.)
5. Report results with counts and any issues

Field Mapping

Standard Lead Fields:

• FirstName, LastName
• Email
• Company
• Title
• Phone
• LeadSource (set based on context, e.g., "Webinar", "Event", "Enrichment")
• Status (default: "New")
• Description (optional notes)

Standard Contact Fields:

• FirstName, LastName
• Email
• Title
• Phone
• AccountId (if linking to existing account)

Duplicate Handling

• If a contact with the same email exists, skip and log as "already in Salesforce"
• If the existing record has stale data, note it for optional update
• Never create duplicate records

Output

Bulk Import Summary

Total Leads Processed: [count] Created: [count] Skipped (duplicates): [count] Errors: [count]

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Successfully Created:

| Name | Email | Company | Title | Object Type | |------|-------|---------|-------|-------------| | [Name] | [Email] | [Company] | [Title] | Lead/Contact |

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Skipped (Already Exists):

| Name | Email | Reason | |------|-------|--------| | [Name] | [Email] | Contact already exists |

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Errors (if any):

| Name | Email | Error | |------|-------|-------| | [Name] | [Email] | [Error message] |

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Recommendations:

• [Any suggested follow-up actions, e.g., "3 existing contacts have outdated titles — run the Contact Sync prompt to update them"]