Enabling the Salesforce Data Import

Import your Salesforce data to Cognism to access search filters specific to your Salesforce CRM, allowing you to filter out prospects that may already exist in your Salesforce. This feature can be set up by the Cognism Admin and Salesforce Admin and all other users can access the additional Salesforce filters. After the initial data import is complete, updates will occur automatically in the background.

Jump to a section

• Prerequisites
• Initial Salesforce Data Import
• Manually re-syncing Salesforce data
• Disabling Data Import
• Cognism Firmographics Preference
• Frequently Asked Questions
• Compliance and Salesforce
• Salesforce Data Import
• Salesforce Status Indicator

Initial Salesforce Data Import

• Login to Companion WebApp and go to Integrations.

• Click the Configure under the Salesforce integration. 

• Go to the Data Import step from the menu on the left. 
• Click Import Data in the bottom right corner to enable the data import. 

• Once the data import is enabled, you are taken to the Data Import Preparing screen. During this step, the number of records to be imported is being calculated and the import will begin once the data is ready.

• Once the initial import is done, we need to match the data in the background so this can take some time and the filters will remain inactive until it's complete. The filters will show a progress bar while the job is completing, for the admin.

• You will receive an email upon completion of the initial data import and the Salesforce Data Import Status will change to Data Import Active, along with the confirmation of records imported.

• Once the initial data sync is complete, the import will occur automatically in the background.

• The Salesforce search filters will be available to all users in the Cognism Account once enabled, even if a user isn’t integrated.

• The filters will be usable once the import and matching against the Cognism database is complete.

Manually re-syncing Salesforce data

If more than 100,000 records are updated/added in your Salesforce (not via Cognism, it is recommended to manually re-sync.

• Click your user avatar at the top-right and navigate to Settings > Integrations > Salesforce.

• Go to the General page (click the Settings cog next to Log out on the Salesforce Integration).

• Click Re-sync Now.

Disabling Data Import

If you want to disable the data import, you won’t have access to the Salesforce specific search filters.

Your data can be safely stored indefinitely (until you request it to be deleted), or it will be stored for 30 days if you choose to remove all your stored data.

If you want to re-enable the Salesforce data import & sync, but have opted out of having your data stored, and the 30 days have passed, the import time will be the same as the initial import time (up to a day depending on the number of records).

• Click Integrations > Setup under Salesforce.

• Go to the Data Import step.

• Click Disable Data Import.

• Choose whether your data should be removed OR Cognism can safely store your data until you request for it to be deleted by Support.

• Click Yes, disable after you have decided if your data should be stored or not and the Salesforce data import will be disabled.

Cognism Firmographics Preference

As part of the Data Import setup, Admins can set Firmographic Filters for their accounts:

• Click on Configure in line with Assign Preferences
• In the pop up, admins can choose how companies are assigned:
  
• Click confirm to save settings.

Once you have completed the Data Import setup, you can either Exit Settings or proceed with Field Mapping setup. 

Frequently Asked Questions

Compliance and Salesforce

Salesforce Data Import

Cognism needs the following permissions to be able to read your CRM data:

• Modify Metadata

• View All Users

• Customize Application

Salesforce Status Indicator 

The status indicator shows whether a record exists in your Salesforce CRM.

For the status indicator functionality, Cognism only uses some fields (e.g, Email, Domain, Name) from the objects to match the data against Cognism’s own database (for example, when you search for prospects).

Then, Cognism can display if the contact exists or not, together with information from Salesforce (e.g, owner field).