Connecting to Salesforce
After signing in to your Blaze Verify account, click the "Get Started" button. A new modal will appear requesting you select a source.
Click the Salesforce option to sign into your Salesforce account and grant permission to Blaze Verify.
Verifying Salesforce Contacts or Leads
Once access has been granted, you'll be prompted on your Blaze Verify dashboard to select a source from your existing Salesforce contacts or leads.
After importing the list, click "Begin Verification" and watch your emails verify in real time. Once verification is complete, click "View Results" to view and analyze the health of your Salesforce data.
Export Data Back to Salesforce
In the results page, you'll find the Export tab at the top of the dashboard. A new modal will appear showing the option of including/excluding specific verification categories and filters in your export. After making your selection, click "Send To Salesforce"
You'll receive a notification that the export is being sent to Salesforce, and you'll receive an email notification once the export is complete.
Our Salesforce Integration also supports the ability to automatically reverify and sync new data as it is collected in Salesforce. These features allow you to maintain up-to-date, verified data without manual import or export. Check out our List Monitoring for Salesforce help doc for more information.
If you have any questions about this process, do not hesitate to reach out to firstname.lastname@example.org. We're more than happy to help!