Salesforce CSV export for qualified prospect research
Map website prospecting research into Salesforce import fields while preserving fit score, source notes, first line, and source context.
Salesforce CSV fieldsSalesforce CSV importSalesforce prospect research fieldsSalesforce source CSV
Recommended Salesforce fields
Salesforce imports should make the source, status, and research reason visible immediately.
- Company, Website, Industry, Source, Status.
- Fit Score, Confidence Score, Top Signal, Outreach Angle.
- First Line, Email Draft, Source Notes, Contact Path.
Import workflow
Use a consistent CSV header, map fields during import, and create custom fields for research scores if Salesforce does not already have them.
- Set Source to LeadCue or Website Prospecting.
- Use Description for the source-backed summary.
- Set status before outreach handoff.
FAQ
Where should first lines go in Salesforce?
Use a custom text field or include the first line in Description with the source notes.
Should every LeadCue field become a Salesforce field?
No. Keep core fields structured and put longer context into Description or notes.
Can Salesforce import source notes?
Yes, source notes can be mapped to a long text field, Description, or a related note depending on your setup.
Related resources
- CSV field mapping for prospect research - CSV export
- Prospect qualification before outreach starts - Lead qualification
- How to score a prospect website before outreach - Qualification