Who can use this feature?
When you deploy Radius records, we'll create an account for each New record from Radius and update existing Salesforce accounts that are matched to Radius records. We'll also add new contacts and associate them with both newly created accounts and accounts you already have.
- From your full company list, segment records for deployment if you need to.
- Make sure all the records you want to deploy are selected.
- Click Deploy and select Salesforce or CSV, then follow the flow.