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Importing records from Salesforce

You can import records from Salesforce to use as App cards in Miro. There are two ways to achieve this.

Copy and paste links from Salesforce to Miro to create App cards on the spot!

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Importing Salesforce records in bulk

Select and bulk import accounts, contacts, opportunities, and leads to your Miro.

  1. Open the app from the side panel.

  2. Select the object type you want to import.

    • Account

    • Contact

    • Opportunity

    • Lead

  3. In this example, we will select Account.

  4. Perform the following actions in this window:

    updated-first-import.png
    1. To search for all accounts or a specific account, click the magnifying glass button or type the account name directly.
      You can search using the Salesforce-supported field type:

      1. In the image above, “Account name” is selected by default. Click on the dropdown menu and choose Other.

      2. This will open a secondary dropdown menu that lists all fields under the object.
        (info) Read this knowledge base article to learn about the supported field types for the new Salesforce fields.

    2. Tick the checkbox for the account records that you want.

    3. Click Import to import your records into App cards.

      (info) The number of imported records will be shown within the Import button.

  5. Perform the same steps for Contact, Opportunity, and Lead objects.

    all-items.png

Importing opportunities or contacts from an account app card

If your account has several opportunities or contacts, you can import them as App cards in Miro as shown in the image below:

updated-import.png
  1. Perform the following steps:

    1. Select the Account app card and click the expand button. Then, click on the Contact or Opportunities tab. (In this example, we select Opportunities.)

    2. Select the opportunity records to import.

    3. Click Import to import your selection. Your opportunities will now appear as app cards. Follow the same steps to import contacts from an account.

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