After enabling the Salesforce integration and configuring the field mappings, you can export and sync contacts, leads and accounts from Prospector, Campaigns in Engage, Lists, and Cognism Chrome Extension.
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- Exporting as Lead vs. Contact+Account
- Export & Sync deduplication explained
- Exporting from Lists
- Exporting from Cognism Chrome Extension
- Exporting Single Contact Profile from search results and from full page view
Exporting as Lead vs. Contact+Account
In the Cognism Web Application and Cognism Chrome Extension, the Salesforce integration settings allows you to select whether export or sync results in either Leads or Contact+Account records being created in Salesforce.
Export & Sync deduplication explained
Given that Salesforce has an advanced deduplication capability, during export from Campaigns, List or the Cognism Chrome Extension, the following is checked to identify if a corresponding record already exists in Salesforce:
- Leads will be matched by the email address, or First Name + Last Name + City.
- Contacts will be matched by the email address, or First Name + Last Name + Company.
- Companies will be matched by domain (or check that the domain is part of their website), or Company Name + City, or Company Name.
If an existing record is identified, export will continue and make updates on existing Salesforce records based on your Update Rule settings available in integration settings.
If an existing record has not been identified, but your Salesforce duplication rules identifies that there is an existing record already in Salesforce, the export will continue and make updates on existing Salesforce records based on your Update Rule settings available in integration settings.
Exporting from Lists
Navigate to Lists. Select the List you wish to export contacts from by clicking the List Name. Begin selecting prospects from the List and click the Export to Salesforce icon. You can export these prospects as either a contact or lead.
Exporting from Cognism Chrome Extension
To export from the Cognism Chrome Extension, when viewing a profile, click Export. Select Salesforce from the dropdown. Select whether you want to export as Lead or Contact. Click Export and a popup will appear indicating the prospect has been successfully exported to Salesforce.
Exporting Single Contact Profile from search results and from full page view
If you wish to export a prospect from your search results, click the three dots on the desired prospect (at the right) for export options. Select Salesforce and choose whether to export the Prospect as a Lead or Contact. Click Export and a popup will appear indicating the prospect has been exported to Salesforce.
To export from the contact page, click Export at the top right. Select Salesforce from the dropdown. Choose whether you want to export the contact as a Lead or Contact. Click Export and the popup will appear indicating the prospect has been successfully exported to Salesforce.