Using MonsterConnect's Salesforce integration is the easiest and quickest way for you to load a list.
Step 1 - Create a Report in Salesforce: Simply go to reports in Salesforce and create a report that you want to call on. *Make sure that you include the contact or Lead ID. If the lead or contactID isn't present in the report, MonsterConnect won't be able to access the report.
Step 2 - Click "Lists Icon" on the admin tab
Step 3 - Click "Data Sources"
Step 4 - Click "Add Data Source"
Step 5 - Click " Import From Your Salesforce Account"
Step 6 - Click "Link To My Salesforce Account" You will be asked to login to Salesforce.com. Once you have successfully logged in MonsterConnect you will be prompted to select "continue".
Step 7 - Select Report You Want to Call on From MonsterConnect
Step 8 - Click "Save and Import" It typically take less than 2 mins to load a report.