Shuaib Ganie

Using Salesforce Filters in Search

1. Using Cognism
2. Prospector

Once you, or your admin, have completed the Salesforce Data Import, and the data has been processed, a shiny new filter appears in Prospector Search. This filter allows you to identify net new reco...

• Edited 24 February 2023 07:46
• 1 follower
• 0 comments
• 0 votes

Usage Dashboard

1. Account & User Settings
2. Account

The Usage Dashboard gives Admins access to usage reports for all users in the account, enabling you to better gauge how to get the most out of Cognism. An Admin can view a quick overview and dive i...

• Edited 23 February 2023 15:20
• 1 follower
• 0 comments
• 0 votes

Product Insider | February '23 Edition

1. Product Updates
2. 2023 Releases

February may be over, but we're keeping the love flowing! Check out what we've released👇 PLATFORM #1. Track Platform and Integration adoption with the NEW Usage Dashboard 🔨WHAT WE'VE BUILT 📣WHAT'...

• Edited 08 March 2023 08:47
• 1 follower
• 0 comments
• 0 votes

Re-enable the Cognism Extension after update

1. Using Cognism
2. Chrome Extension

With the latest update of the Cognism Chrome Extension (Version 3.6.0), you will need to re-enable it to continue using the extension. This is due to a change, as required by Google, for the Cognis...

• Edited 10 February 2023 16:26
• 1 follower
• 0 comments
• -3 votes

Salesforce Data Sync

1. Connect your tools
2. Salesforce

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 ...

• Edited 03 March 2023 14:26
• 1 follower
• 0 comments
• 0 votes

Profile Views vs Credits

1. Getting Started
2. Using Cognism for the first time

Profile Views and Credits are your gateway to finding prospects with the best and most compliant data in the Cognism database. These allow you to access and action the data you get when prospecting...

• Edited 07 February 2023 12:22
• 1 follower
• 0 comments
• 0 votes

Integration Security & Compliance

1. Connect your tools
2. Advanced Settings

We use the latest OAuth 2.0 to connect with your CRM and other tools. This ensures a safe means of accessing only the data needed to ensure you have the best user experience with the Cognism platfo...

• Edited 31 January 2023 10:29
• 1 follower
• 0 comments
• 0 votes

Using the Chrome Extension over Salesforce

1. Using Cognism
2. Chrome Extension

You can get the most up to date Contact information without having to leave Salesforce. Use the Cognism Chrome Extension over Salesforce to keep existing people in your Salesforce updated.  Jump to...

• Edited 14 February 2023 14:44
• 1 follower
• 0 comments
• 0 votes

Using the Chrome Extension over Outreach

1. Using Cognism
2. Chrome Extension

You can get the most up to date Contact information without having to leave Outreach. Use the Cognism Chrome Extension over Outreach to keep existing people in your Outreach updated.  Jump to a sec...

• Edited 15 December 2022 12:55
• 1 follower
• 0 comments
• 0 votes

How to remove users

1. Account & User Settings
2. Account

When one of your users no longer needs access Cognism platform, you can deactivate the user. After user is deactivated, any active user with Admin role will continue to have access to all records f...

• Edited 09 November 2022 11:17
• 1 follower
• 0 comments
• 1 vote