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Salesforce UI

Prompt UI now provides a Salesforce page where the user can select a source to import contacts from a list type, select primary objects (Lists and Reports), and select a field to import.

Below are the 3 types of sources in Salesforce from which contact lists can be imported:

  • Campaigns

  • Lists

  • Reports

All lists tabs have 2 buttons (on the top right corner of the page ) -

The Refresh button provides an option to re-query lists in case a change is made to lists in Salesforce during the session

The Sync Selected Lists button helps sync lists 1 or many.