Request Assistance in Uploading a List to Service Cloud

Request assistance with uploading a list to Service Cloud

Before requesting list support, prepare your list:

  1. Find the appropriate Excel list template.
  2. Format your list; see Importing a list to Service Cloud using PeopleImport.


    • Be sure every entry's "Last Name" and "Email Address" fields are filled; substitute or copy the email address to the "Last Name" field where missing.
    • Remove all special characters, especially extra commas or forward slashes.
    • Check formatting of names and email addresses. Make sure there are no spaces around an email address (Service Cloud will truncate or ignore bad data).
    • Remove any obviously generic email addresses (e.g., info@, no-reply@); Service Cloud will not send to them.
  3. Save the list as a .csv file.
  4. To request list support, see Request Support.