SalesForce

SigParser finds contact matches by email address.

Updating SalesForce Leads

SigParser will update the following fields. It will only fill in missing values or values it previously set.

  • FirstName
  • LastName
  • Phone
    • Ext__c - If this field exists, SigParser will set it with the phone number extension and not put the phone extension into the Phone field. If this field doesn't exist, the whole phone number goes into the Phone field.
  • MobilePhone
  • Fax
  • Title
    • Optional: Some teams have their own title scheme so don't want to push whatever SigParser finds.
  • Address Fields
    • Street, City, State, PostalCode, Country
    • Will update either all these fields at once or none of them.
    • If any one of the address fields is already filled in, SigParser won't update any of the address fields.

Update SalesForce Contacts

SigParser will update the following fields. It will only fill in missing values or values it previously set.

  • FirstName
  • LastName
  • OtherPhone
  • MobilePhone
  • HomePhone
  • AssistantPhone
  • Fax
  • Title
    • Optional: Some teams have their own title scheme so don't want to push whatever SigParser finds.
  • Address Fields
    • MailingStreet, MailingCity, MailingCountry, MailingState
    • Will update either all these fields at once or none of them.
    • If any one of the address fields is already filled in, SigParser won't update any of the address fields.

Contact Import into SigParser

You can choose to import contacts and leads into SigParser. This just makes them accessible in SigParser for one universal search.