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Deploy Records to Salesforce

Deploy net-new Radius records or existing Salesforce records as leads or accounts and contacts directly to a Salesforce campaign.

Before you deploy, make sure your segment is optimized with the right signals for the campaign you're running, so you'll have the data you need. For example, if you're running an email campaign, your segment should include reachability signals for Contact, Business, or both. The Contact signal is Contact Has Direct Email and the Business signal is Business Has Email.

Who can use this feature?

  • Customers with Deploy records permission.
  • By default, Administrator and Normal users can deploy segments.

Standard Radius Fields Deployed to Salesforce

Here is a list of fields we deploy. If you want to include more fields in your deployment, talk to your Radius administrator to set up a Data Append or Deployment Profiles.

Lead Accounts and Contacts CSV File

Standard Radius fields deployed to Salesforce Lead Object.

  • Business Name
  • Business Address
  • Business Website
  • Contact Name
  • Contact Email
  • Contact Phone
  • Lead Source
  • Owner

Standard Radius fields deployed to Salesforce Account and Contact Objects.

  • Business Name
  • Business Address
  • Business Phone
  • Business Website
  • Contact Name
  • Contact Email
  • Lead Source
  • Owner

Standard Radius fields exported to a CSV file.

  • Business Name
  • Business Address
  • Business Email
  • Business Phone
  • Business Website
  • Contact Name
  • Contact Email
  • Contact Phone
  • NAICS Code
  • NAICS Description
  • Contact Level
  • Contact Function
  • Lead Source
  • Owner

Considerations for Deploying to Salesforce

Keep these considerations in mind when deploying records to Salesforce.

  • You can deploy New, Open, Won, and Lost records as leads or as accounts and contacts. If you're deploying accounts and contacts, we associate deployed contacts with accounts as appropriate. You can also deploy to a CSV file and upload the records to Salesforce yourself.

  • You can automatically assign leads you deploy from Radius to owners in Salesforce using your active lead assignment rule. You'll need to have an active lead assignment rule set up in Salesforce.

Need help with Salesforce? Here's how to set up assignment rules. (Salesforce documentation)

Deploy Records to a Salesforce Campaign

You can deploy up to 100,000 New records for each deployment. There is no limit for Open, Won, and Lost records.

  1. From Segments, select the audience you want records from.
  2. Click Deploy, and select Salesforce.
  3. Follow the wizard to select the type and number of records. You'll need to assign any Open, Won, or Lost records to a campaign and owner.

We’ll email you after your deployment is finished.

Deploy Records to a CSV file to Import into Salesforce

  1. From Segments, select the audience you want records from.
  2. Click Deploy, and select CSV.
  3. Follow the wizard to select the type and number of records. You'll need to assign any Open, Won, or Lost records to a campaign, list, and owner.

Once you download the CSV file, you can import the CSV file into Salesforce.

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