Configuring the Salesforce Integration

Shuaib

Updated 11 October 2023 07:35

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
Export Rules
Field Mappings
- Update Rules
- Export Settings

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.