If you are one of our users who routinely exports contact information to Salesforce then this one's for you! (And if you're not now's the perfect time to get started)


Winmo has upgraded to using the latest Salesforce API for exports moving forward. What does that mean? We've added another layer of security to check against the creation of duplicate accounts, resulting in easier exports and cleaner data.



Thanks to this latest upgrade whenever you export to Salesforce the website will now check the URL of the record you are moving into Salesforce (in addition to the previous checks against account/brand/agency name and contact name). This will result in better exports and avoid any naming pitfalls (i.e. Winmo uses the term "brand" but perhaps Salesforce uses the term "company"). Export away and enjoy the new easier functionality!