Configuring the Salesforce Integration

You can decide how records should be exported and how records should be updated in your CRM. Here you have options to configure different actions when a lead, contact, or account is being exported or synced to Salesforce. The data synchronization is also managed in this configuration area.

Go to Settings Integrations Salesforce Settings Cog (next to Log Out).

Info

Field Mapping settings are only available to the Cognism Admin user and changes will affect all users.

 Jump to a section

General

The General tab will show you information about your Salesforce Data Sync. Here you can see:

  • Whether the data sync is enabled or disabled

  • When the last update occurred

  • Details about the data imported such as the number of Contacts, Leads and Accounts imported along with the import date, who the import was initiated by, and the Organization name (indicates whether it is a sandbox or production instance)

Export Rules

Within this tab, you can set Export Rules for users. This includes:

  • Enabling/disabling the ability for users to create new Accounts in your Salesforce CRM or enabling/disabling users the ability to update existing Accounts.

  • Decide if existing Leads or Contacts should be updated with Cognism data.

  • Sync your Opt Outs

  • Prevent an export if the Contact can't be associated with an Account. 

These settings allow you to keep your Salesforce CRM well organised.

Field Mappings

Field mapping allows you to specify what Cognism data or custom values will enter into your Salesforce when new or existing data is exported from the Cognism Web Application or Chrome Extension.

Expand the Lead, Contact or Account accordion to map the Cognism fields to your Salesforce fields.

To add a field, scroll down within the accordion and click + Add Field.

Selecting New field will add a field from the list of available Cognism fields which you can map to a field in Salesforce.

A Static Field is a custom input that is mapped to a specific field in your CRM. This input will not change upon export.

For example lead source - we recommend creating a custom field “cognism_source” to map to in your lead and contact object. 

Click Save Changes within the accordion to save all the changes you’ve made.

The following Cognism mappings are available for Lead, Contacts and Account objects: 

Leads

Contacts

Accounts

Cognism List/Campaign ID

City

Company Cognism ID

Cognism List/Campaign Lead ID

Cognism List/Campaign ID

Company Domain

Cognism List/Campaign Name

Cognism List/Campaign Lead ID

Company Full Address

Company Alias

Cognism List/Campaign Name

Company HQ Address

Company Cognism ID

Company Alias

Company HQ City

Company Domain

Company Cognism ID

Company HQ Country

Company Full Address

Company Domain

Company HQ Postcode

Company HQ Address

Company Full Address

Company HQ State

Company HQ City

Company HQ Address

Company ISIC Code

Company HQ Country

Company HQ City

Company Linkedin

Company HQ Postcode

Company HQ Country

Company NAICS Code

Company HQ State

Company HQ Postcode

Company Name

Company ISIC Code

Company HQ State

Company Office City

Company Linkedin

Company ISIC Code

Company Office Country

Company NAICS Code

Company Linkedin

Company Office Full Address

Company Office City

Company NAICS Code

Company Office State

Company Office Country

Company Name

Company Office Street

Company Office Full Address

Company Office City

Company Office Zip Code

Company Office State

Company Office Country

Company Phone

Company Office Street

Company Office Full Address

Company Phone Extension

Company Office Zip Code

Company Office State

Company Revenue

Company Phone

Company Office Street

Company SIC Code

Company Phone Extension

Company Office Zip Code

Company Size

Company Revenue

Company Phone

Company Type

Company SIC Code

Company Phone Extension

Company Website

Company Size

Company Revenue

Company Year Founded

Company Type

Company SIC Code

Headcount

Company Website

Company Size

Industry

Company Year Founded

Company Type

Last Updated Date

Country

Company Website

Number of Employees

Department

Company Year Founded

Primary Industry

Diamond Record

Country

Technology

Direct Phone

Department

Timezone

Email

Email

 

Email Status

Email Status

 

First Name

First Name

 

Full Name

Full Name

 

HQ Phone

HQ Phone

 

Headcount

Headcount

 

Industry

Industry

 

Interaction Tags

Interaction Tags

 

Job Title

Job Title

 

Last Name

Last Name

 

Last Updated Date

Last Updated Date

 

Lead Cognism ID

Lead Cognism ID

 

Lead Status

Lead Status

 

Linkedin

Linkedin

 

Mobile Phone

Mobile Phone

 

Number of Employees

Number of Employees

 

Office Phone

Office Phone

 

Office Phone Extension

Office Phone Extension

 

Primary Industry

Primary Industry

 

School

School

 

Seniority

Seniority

 

Source

Source

 

State

State

 

Street

Street

 

Technology

Technology

 

Timezone

Timezone

 

Twitter

Twitter

 

Website

Website

 

Zip Code

Zip Code

 

Info

The Company Revenue field does not convert the currency when mapped to your Salesforce field. E.g. if your revenue field in Salesforce is set as GBP, all values will be mapped as unconverted GBP. ($100,000 → GBP 100,000)

Update Rules 

When data is being mapped into Salesforce, you have the option to configure an Update Rule. Cognism data can be applied if the datapoint is blank in your CRM or you can choose to overwrite data points with Cognism Data every time you export/sync to Salesforce.

Export Settings

Click the Settings cog next to the update rule dropdown. You can toggle the behaviour of an export for individual mappings with the following options:

  • Read Only Option - If enabled, user will not be able to make any changes to this field.

  • Is Visible Option - If enabled, user will be able to see this field in the edit during export.

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