Import Salesforce list views

Import Salesforce Lead and Contact list views into Rox and keep list membership up to date automatically. Work from your existing Salesforce views without exporting and uploading CSVs.

Before you begin

Your organization must have Salesforce connected to Rox. For setup instructions, see Configuring Salesforce Integration + Writeback.

Connect your personal Salesforce account in Rox’s integration settings before importing your Salesforce Lead or Contact list views. An organization connection alone does not enable personal list imports.

Import a list view

1. Open People and select Import → Import from Salesforce.

2. Select Leads or Contacts, then choose a Salesforce list view. Review the records shown in the preview.

3. Enter a List name.

4. Choose a Sort by option. Rox imports up to 10,000 records per view, taking the first 10,000 in your selected order. The default is newest created first.

5. Configure Keep in sync. The default interval is one hour. You can choose an interval from 15 minutes to one day, or turn automatic sync off.

6. Select Import list.

A Salesforce Lead view creates a Rox Lead list. A Contact view creates a Contact list in People. Open the list to follow the import and review its results.

Keep the list in sync

The Salesforce view determines who belongs to the imported Rox list:

• Records added to the view join the Rox list on the next sync.

• Records that leave the view are removed from the Rox list on the next sync.

• Changes to the view’s filters are reflected on the next sync.

You can change the sync schedule and sort order after import. To use a different Salesforce view, create a new Rox list.

This schedule is separate from your organization’s Salesforce data sync.

Use the list for outreach

Open the imported list, select the people you want to enroll, and choose Add to Sequence.

Importing a list does not assign Leads or Contacts to owners in Rox. To work your own records, import a Salesforce view with the appropriate ownership filters, such as “My Open Leads.”

List membership sync and Sequence enrollment are separate. A person joining the Rox list should not be assumed to be enrolled automatically.

List visibility

If your organization allows organization-wide lists, the imported list is shared with everyone. Otherwise, only the user who imported it can see it.

A personal Salesforce connection determines which Salesforce views and permissions are used for the import. It does not make the resulting Rox list private.

Troubleshooting

I can’t find my Salesforce list view.
Make sure your personal Salesforce account is connected in Rox’s integration settings, then check that the view is available to that user in Salesforce.

A Contact is missing from the imported list.
Check the import status. A Contact may be excluded because the Salesforce user used for the import cannot access its Account, or because the Account has not synced into Rox yet. Contacts waiting on an Account may appear on a later sync. Also check the 10,000-record limit and your selected sort order.

I removed someone in Salesforce, but they still appear in Rox.
The change appears after the next scheduled list sync.