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Vincent Bartoloma
How to create daily portions of Leads from a long master list ?
I have a giant spreadsheet which is a list of 1,000+ potential clients. I would like to produce 10 new Leads from this per day to be used by our sales team. Is there a way to do this automatically ? All I can think of is to peel off 10 per day and import them.
Could Informatica be beneficial with this ? I know I could set up tasks to run an upsert daily, but I don't know how I would peel off only 10 every day.
Thank you.
Could Informatica be beneficial with this ? I know I could set up tasks to run an upsert daily, but I don't know how I would peel off only 10 every day.
Thank you.
One option: You can Insert all records at once and write a batch job to pull 10 records daily and assign to Sales Team.
-Thanks,
TK
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I was thinking that as well. But I'm trying to think of how to approach that. I can think of using Process Builder to launch a scheduled flow to create a new Lead - but I can't figure out how to only create 10 a day.