Bulk Create Accounts or Leads

Bulk Create lets you search for Nordic companies using Proff's database, select multiple companies at once, and create them as Accounts or Leads in Salesforce — all in one operation. Use it for prospecting, territory expansion, or building out your CRM with verified company data.

When to use Bulk Create

Use Bulk Create when you want to:

• Add a batch of target companies to your CRM based on industry, region, size, or financial criteria

• Build prospecting lists of Leads from company data without manual entry

• Populate a new territory or market segment with pre-verified company records

NOTE: Bulk Create searches Proff's company database (not your existing Salesforce records). It is designed for creating new records — not for updating existing ones. Companies that already exist in your org are automatically flagged and skipped.

Prerequisites

Before using Bulk Create:

• Your Proff Connect licence must be active

• At least one country must be configured in General Setup → Settings

• Object Field Mapping must be set up for Account and/or Lead (at minimum: Organisation Number + Country Code)

• You must have permission to create Account or Lead records in Salesforce

How to use Bulk Create

Step 1 — Open the Bulk Create tab

Navigate to the Proff Connect app in Salesforce and click the Bulk Create tab.

Select the country you want to search in. Only countries enabled in your Proff subscription are available.

Click Fetch segmentation data to load the available filter options for that country.

Step 2 — Filter your search

Use one or more filters to narrow the company search to your target segment. All filters are optional — you can search without any filters to browse all companies.

Once your filters are set, click Fetch companies.

Step 3 — Review search results

Results appear in a table showing up to 500 companies per page. Use Previous and Next to navigate between pages.

Step 4 — Select companies

Use the checkboxes on the left to select the companies you want to create records for. You can select any combination of companies across the results.

Companies that already exist in your org are flagged with an icon in the Exists column. If you select them anyway, they will be automatically skipped during creation — no duplicates will be created.

When you have made your selection, click Create X Records.

Step 5 — Choose Account or Lead

A wizard opens. On the first screen, select whether to create the selected companies as Accounts or Leads.

The system checks your selection against existing records and shows:

• X new records will be created

• Y selections already exist and will be skipped

NOTE: If all selected companies already exist in your org, the wizard will show a warning and creation will be blocked.

Click Next to continue.

Step 6 — Configure fields

On the second screen, configure additional details that will be applied to all records being created:

NOTE: Required fields must be filled in before the Create Records button becomes active. The fields shown here depend on your org's field configuration and do not replace the full field mapping — all mapped Proff data fields are applied automatically in the background.

Click Create X Records to start the process.

Step 7 — Records created in the background

Once confirmed, the records are created asynchronously in the background via a batch process. You will see a confirmation message:

"The records are being created in the background. You will be notified when the batch completes."

You will receive a Salesforce notification when the job finishes, with a summary such as:

"Created 47 Accounts successfully. 3 failed."

You can continue working in Salesforce while the batch runs.

What data gets populated on new records?

The following data from Proff is automatically mapped to your Salesforce records based on your Object Field Mapping configuration:

• Company name

• Organisation number

• NACE industry category

• Address (street, city, postal code)

• Annual revenue

• Number of employees

• Established year

• Phone number and email (if available)

The exact fields that get populated depend on your Object Field Mapping setup. Go to General Setup → Object Field Mapping to review or update your mappings.

Currency is set automatically based on the selected country:

• Norway (NO) → NOK

• Sweden (SE) → SEK

• Denmark (DK) → DKK

• Finland (FI) → EUR

Limits

Frequently asked questions

What happens to companies that already exist in my org?
They are detected and skipped automatically. No duplicate records are created. The Exists column in the results table shows which companies are already in your org before you make a selection.

Can I create both Accounts and Leads from the same search?
Not in a single operation. You choose either Account or Lead in Step 5 of the wizard. Run the operation twice if you need both.

How long does the batch take?
It depends on the number of records. Most jobs complete within a few minutes. You will receive a notification automatically when it finishes.

Can I assign records to different owners?
The owner you set in Step 6 applies to all records in that batch. To create records with different owners, run separate Bulk Create operations.

Something went wrong — where can I see what failed?
The completion notification includes a count of failed records. For detailed error information, contact your Proff Connect administrator. Errors are logged internally in the org's Proff Error Log object.