I would like to know if there is a way to convert employee cards from auto generate Excel org charts into contact cards for Salesforce. The current format of the org chart from Excel lists all contacts as employees, but is there a function to convert them to contacts?
Answer
Converting Excel Employees into Salesforce Contacts
+2Best answer by Phillip W
Hey
Let me know if these options would work for you -- if not, give me a shout back, I’d be happy to look into this a bit further!
+16Hey
+2Phillip,
I am aware that I can create a new contact in Lucidchart by manually inputting the contact information. However, I am wondering if there is a way to automatically transform employee data from an Excel-generated org chart into contact cards in Lucidchart, which can then be created in Salesforce.
+16Hey
Let me know if these options would work for you -- if not, give me a shout back, I’d be happy to look into this a bit further!
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