Kevin Doherty
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Articles
Recent activity by Kevin Doherty-
How to Set Up HubSpot Field Mappings
Learn how to set up HubSpot field mappings in Cognism to control exports, map data correctly, and manage update rules.This guide explains how to configure field mappings, export rules, and update b...
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How to Set Up Entra ID (Azure) Single Sign-On
How to set up EntraID (Azure) Single Sign On with Cognism: configure Cognism SSO and enable secure login with Microsoft Entra ID.This article explains how to configure Microsoft Entra ID (formerly ...
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How to Set Up Duplicate and Matching Rules in Salesforce
How to set up duplicate and matching rules in Salesforce, including custom matches, to prevent duplicates and maintain clean CRM data.This guide explains how to configure standard and custom matche...
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How to Avoid Creating Duplicates When Exporting from Cognism
Avoid duplicate records when exporting Cognism leads to CRM. Learn how to manage company creation and keep your data clean.This guide explains why duplicate records can occur when exporting Cognism...
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How to Remove Users
How do you remove users from Cognism? Learn how to manage user permissions and remove users from your account quickly.This article explains how to remove users, manage user permissions, and revoke ...
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How Setting Fields as "Apply If Blank" Will Impact Reporting/Accuracy
Learn how “Apply if blank” impacts reporting and data accuracy in CRM field mappings, and how to optimise your Cognism setup.This article explains how the Apply if blank update rule works during CR...
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Integration Security & Compliance
Cognism Integration Security & Compliance: learn how OAuth 2.0 secures integrations and protects data access across connected tools.This guide explains how Cognism uses OAuth 2.0 to securely connec...
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How to Use Cognism Technology Filters
Learn how to use technology (technographic) filters in Cognism to find companies and contacts based on the tools they use.This article explains how to apply technographic filters in Cognism to iden...
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How to Use Salesforce Filters in Your Search
Learn how to use Salesforce filters in Cognism search to include or exclude CRM records and find net-new prospects.This article explains how to filter Cognism search results based on Salesforce dat...
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How to Use Your Personas in Your Search
How to use your personas in your Cognism search to filter contacts, refine targeting, and improve search results.This article explains how to apply personas to quickly filter contact results and im...