The Cognism Salesforce App brings the functionality and benefits of Cognism's data directly to your CRM. Cognism for Salesforce provides sales and marketing teams with high-quality, globally compliant B2B contact data. Integrate Cognism with Salesforce to generate leads based on your ideal customer and identify new opportunities from existing CRM records.
Sections in this Article:
The process of setting up the Cognism Salesforce App consists of all of the above steps (sections). Please ensure you run through all of them.
Prerequisite: Registering My Domain
The majority of users do have My Domain registered. If yours is not registered, it needs to be done prior to installing the Cognism application in Salesforce.
Go to Setup by clicking the settings cog in Salesforce.
Search for My Domain in the Quick Find search box.
Choose a name for the domain and click Register Domain.
You will receive an email confirming the domain has been registered.
On the same page, press Login.
Once logged in using the new domain, the option will be shown to deploy the domain to all users. Hit Deploy to Users.
Installing the Cognism Salesforce App
You first need to download the Cognism app from the Salesforce AppExchange. Click Get It Now.
Select Install for all users - this is recommended.
Allow requested permissions.
Click Install & Upgrade.
You will then receive an email confirming installation has been completed and you can check this in Salesforce by clicking the settings cog > setup > Installed Packages. You should see Cognism - B2B Data - Lead Prospecting and Data Enrichment.
To check if the installation ended up successfully, open the Cognism app (nine dots in top right corner). If Dashboard from Cognism app is being displayed, it means that all went fine. If not, it probably means that My Domain was not activated upfront - please uninstall the Cognism app, repeat steps in the first chapter related to My Domain activation, and then again install the Cognism App.
Once the package is successfully installed, your dedicated Cognism success manager will ensure that Cognism licenses are assigned, and will send you the API Key for the initial (admin) user.
Once you received the API key, you can continue with the following steps:
assigning Cognism license and Permission Sets but just for the initial admin user
initial admin user to log into Cognism Salesforce App by entering the API key
generating match keys
adding link to Cognism Help (library)
Assigning Cognism License and Permission Sets (for the initial admin user)
Based on the email address that you provided to Cognism Customer Success Manager, for the user that will have the Admin role in the Cognism system, your Customer Success Manager should have set the initial admin user in the Cognism system and provided that admin user with his API key.
Let's now first ensure that the corresponding salesforce user, with that same email address, have the package licence and the right permission sets:
Go to Setup by clicking the settings cog in Salesforce.
Use Quick Find to search for Installed Packages.
Click Manage Licenses next to Package Name.
The admin that installed the package should show in the list of users. If that salesforce user corresponds with the email of admin that you provided to Cognism, do not add any other users. If that salesforce user does not correspond with the email of the user that you provided to Cognism, please add here the Salesforce user that uses the email address for which Cognism Success Manager provided the API key. Trying to use the API key for a salesforce user that has a different email address than the one provided to Cognism, will result in errors.
Now let's give that first user the required permission sets.
There are 2 permission sets (the standard and the admin) if the user wants to be an admin, they will need to add both permissions sets.
The admin permission set allows users to run Analyse CRM, view the dashboard for all users in the organisation, edit mappings within the app and assign user limits. We recommend only assigning this permission to Salesforce/Cognism admins and team managers to control usage.
In Salesforce Setup switch to Users
Click the name of the user to whom you want to assign the permission set. In this case, it will be the admin user that installed the package.
Hover your cursor over Permission Set Assignments and click Edit Assignments.
Select Permission Sets from Available Permission Sets and Add them to Enabled Permission Sets. Click Save once assignments are complete.
Admin user logging into Cognism Salesforce App (entering the API Key)
An API Key is given to your (Cognism) admin by a Cognism CSM. Assuming you're that admin, for you to be able to add further/additional users to Cognism Salesforce App or manage Cognism Salesforce App settings, you will need to enter that API key to the Cognism Salesforce app.
Navigate to the Cognism App within Salesforce by clicking the App Launcher icon.
Navigate to the Settings tab found on the navigation bar.
On the Home page, enter the API key provided to you (include the CognimsAPI-P- prefix or any other if provided). Once you have entered in the API key, click Save Settings.
After you got the message Successfully Saved, you can refresh the page or visit any other tab in the Cognism app i.e. dashboard and see if you're still getting an error "API key is not valid.", or i.e. Prospector tab and run your very first search.
CONGRATULATIONS! YOU CAN NOW START PROSPECTING.
But before we really get to business and onboard other users, let's enable few more capabilities and ensure that your prospecting results in optimal data reaching your Salesforce.
Generating Match Keys
During package installation several custom fields have been added to standard Salesforce Account, Lead and Contact objects, to support deduplication and matching logic during refresh or creation/updates of records. Match Keys field comes as a new field on Account, as part of Cognism package, to maximise the probability of finding the matching records between Salesforce and Cognism.
In Cognism app, go to Settings->Match Keys
just for the initial setup, hit on the Generate Match Keys button.
Hitting the Generate Match Key button initiates CreateMatchingKeysBatch, to populate that one new custom field on all Account records. Similarly, later for any newly create Accounts this same field is being populated automatically through a trigger. This new (system) field stores different permutations of account name, domain and country, and is used to ensure that whenever possible no duplicate accounts are being created when users are saving Personas as Contacts+Accounts.
Adding link to Cognism Help Center
You probably want your users to be able to quickly access Cognism knowledge library, containing Cognism Salesforce app knowledge articles. To add in your Salesforce in the list of help resources (Help Menu) a direct link to Cognism knowledge library, follow these few steps:
In Setup, use Quick Find to search for Help Menu.
- Enter Cognism Help Center in the Section Title Label field.
- In the label field, click the edit button (pencil icon) and enter Search Cognism Help. In the URL field, click the edit button and paste this link: https://help.cognism.com/hc/en-gb/categories/4403402541586-Salesforce-App
- Click Save to save the configuration.
- Enable “Customize the Help Menu” on top of the page. You can enable it after you add at least one resource.
- To access the cognism Help Center in Salesforce, click the ? icon and click Search Cognism Help.
Further capabilities and adding users
Once the basic setup is completed, you probably want to offer your users Cognism data directly from account, contact and lead page layouts, and you want to check if default field mappings works for your organization or if you have some different preference.
Please use following articles to have that set:
You can also now already choose to activate some of the Refresh services, but please before you activate any, double check if default Refresh settings works for your organization or if you wish to tweak them:
Finally, after you're happy with all the Cognism services that you configured, you probably want to give access to Cognism app to some of your other Salesforce users, following this article:
And that's it! In case of any questions, don't hesitate to reach us at firstname.lastname@example.org.