From the Import Contacts screen in Enudge, choose Salesforce. A Salesforce login will pop-up on screen, requiring your Salesforce username and password, and a security token.
To obtain a security token, go to view your profile by clicking on your avatar or the default profile image, and choosing 'Settings':
In the My Personal Information navigation, click on 'Security Token' or 'Reset My Security Token', depending on whether you have done this before:
Click on 'Reset My Security Token' and then check your email for the token to paste into the Enudge Salesforce login panel.
Then check your email to obtain the security token.
After successfully logging in to your Salesforce account from within Enudge, you will then need to select between the accounts you have setup in Salesforce. After selecting an account, the screen will display the contacts stored against that company. You can then select one, several or all contacts, and choose to import into Enudge.
After choosing to import, you can create a new category to add your contacts to, or enter a pre-existing category.
Please note: Salesforce's API limits the number of contacts you can import from a View or Account to a maximum of 4,000. If you have more than 4,000 contacts you will need to export to a CSV file and import your contacts that way instead.
Once you have imported your contacts from Salesforce, we recommend that you choose the Enudge 'Initial Integration Config' in order to see a list of contacts who have previously unsubscribed via your Enudge emails, or whose email address have bounced. You can then choose, or not, to update Salesforce with this information.
Can't see the "unsubscribed" field inside your Salesforce account? Follow this article to see the extra field: Salesforce integration: showing the unsubscribe field.