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DATA INTEGRATIONS FOR SALESFORCE - Training Guide -

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Page 1: DATA INTEGRATIONS FOR SALESFORCE - zoominfo.com · 3 GETTING YOUR DATA OUT OF SALESFORCE importinG Data from SaleSforce to Zoominfo 1. Once you have logged into ZoomInfo, click …

DATA INTEGRATIONS FOR SALESFORCE

- Training Guide -

Page 2: DATA INTEGRATIONS FOR SALESFORCE - zoominfo.com · 3 GETTING YOUR DATA OUT OF SALESFORCE importinG Data from SaleSforce to Zoominfo 1. Once you have logged into ZoomInfo, click …

2

GettinG Your Data out of SaleSforce

• ImportingDatafromSalesforcetoZoomInfo

• SigningintoSalesforcefromZoomInfo

• WhitelistingZoomInfo

• SelectingaResourceandNamingaFile

• FilteringYourData

• ProcessingImports

• TroubleshootingImportErrors

leveraGinG Your SaleSforce Data in Zoominfo

• UsingDataIntegrationswithListBuilder

• ListBuilderBenefits

• SuppressionFiles

• HowtoUseKeyAccountsinListBuilder

• UsingDataIntegrationswithInsights

• InsightsBenefits

• UsingDataIntegrationswithEnhance

ShippinG Data Back to SaleSforce

• ImportantTipsforExportingZoomInfoPeopleandCompanyDatatoSalesforce

• ExportingNewLeadsfromListBuildertoSalesforce

• ExportingNewContactstoSalesforce

• ExportingEnhancedLeads,Accounts,andContactstoSalesforce

• ColumnMapping

• ProcessingExports

• TroubleshootingExportErrors

TABLE OF CONTENTS

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3

GETTING YOUR DATA OUT OF SALESFORCE

importinG Data from SaleSforce to Zoominfo

1. OnceyouhaveloggedintoZoomInfo,

clickon“MyLists,”locatedontheupper

right-handsideofthepage.

2. Next,click“ImporttoMyLists.”

3. Whentheloginboxappears,youwill

needtoenteryourSalesforce

credentials.Toavoidenteringyour

Salesforcecredentialseverytimeyou

usethisapplication,checktheboxthat

says“Remembermycredentials.”

Note:

To use the ZoomInfo Data Integrations tool, Salesforce API access must be enabled within your environment. This is a standard feature for Salesforce Enterprise Edition customers. Group Edition and Professional Edition customers will need to contact their Salesforce Account Executive to have Salesforce API access enabled.

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4

SiGninG into SaleSforce from Zoominfo

1. EnteryourSalesforceusername.Ifyouhave

forgottenyourusername,this video from

Salesforcecanassistyou.

2. EnteryourSalesforcepassword.Ifyouhave

forgottenyourpassword,gototheSalesforce

loginscreenandclickon“forgotmypassword?”

3. Select“Production”inthedropdownmenu.For

testinganddevelopmentpurposes,youcanalso

connecttoyour“Sandbox”environment.

4. Toavoidhavingtore-enteryourSalesforcecredentialsinthefuture,checktheboxthatsays

“Remembermycredentials.”

5. Securitytoken:Asecuritytokenisanautomaticallygeneratedkeythatyouusewithyour

password,orinaseparatefield,whenyouuseaclientapplication(ZoomInfo)toconnect

withSalesforce.

Ifyoudonothaveyour

existingsecuritytokenon

hand,youwillneedtoreset

yoursecuritytokenby

followingthe instructions

outlinedbySalesforce.

Toavoidhavingtoenter

yoursecuritytoken

duringtheimportand

exportprocess,youcan

whitelistZoomInfoinyour

Salesforceenvironment.

Getadditionaldetailson

howtodothisonthe

Salesforcewebsite.

Getting Your Data out of Salesforce

Note:

To find and whitelist the ZoomInfo IP server address, you must be a Salesforce administrator.

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5

Getting Your Data out of Salesforce

to finD the Zoominfo ip Server aDDreSS:

1. LoginintoyourSalesforceaccount.

2. Clickonyournamelocatedonthe

upperright-handsideofthepage.Then

choose“Setup”fromthedropdownmenu.

3. Navigateto“AdministrationSetup”located

onthelowerleft-handsideofthepage.

Thenclick“ManageUser.”

4. Select“LoginHistory”fromthedrop

downmenu.

5. Next,gobacktoZoomInfoandclickon

“MyLists.”Thenclickon“ImporttoMy

Lists.”Whenprompted,attempttologinto

yourdesiredSalesforceenvironment,

leavingthesecuritytokenblank.Thiswill

resultinanerrorontheZoomInfoside.

6. GobacktoyourSalesforce“LoginHistory”

screenandfindtheentrythatshowsyour

attemptedlogin.TheSourceIPColumn

associatedwiththatloginattempt

containstheIPaddressyouneedto

whitelist.

to WhiteliSt the Zoominfo ip Server:

1. CopytheSourceIPaddress.Thennavigate

to“AdministrationSetup”locatedonthe

lowerleft-handsideofthepageandclick

“SecurityControls.”

2. Nextclick“NetworkAccess.”Atthetopof

thepage,clickthe“New”button.

3. PastetheSourceIPnumberintothe“Start

IPAddress”box.Repeatthisstepforthe

“EndIPAddress”box.

4. AddadescriptionoftheIPaddress.

(Ex:ZoomInfoDataIntegrations).

5. Click“Save.”

ZoominfoisnowwhitelistedinyourSales-

forceenvironmentandyounolongerneed

toenterasecuritytokenwhenaccessingthe

application.

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6

Select the criteria for the Salesforce records you want to import.

Some examples include:

• AllLeadsbyaparticular

salesrep,campaign

source,leadstatus,or

leadscore.

• AllClosedwonaccounts

bygeographiclocationor

withinaspecifictimeframe.

• AllContactswithlastactivity

datebefore“X,”byvertical,

orwithaflaglikebounced

emailsettotrue.

SelectinG a reSource anD naminG a file

1. Fromthedropdownmenu,choosethetype

ofresourceyouareimporting.Youcan

choose,“Leads,”“Contacts,”or“Accounts.”

2. Createanameforyourlist.Pleasenote,

ZoomInfowilladdatimestamptoyourfile

thatwillfollowtheformat“year,month,day,

hour,minute,second.”

(ex:MarketingExecutives_20150731110483)

Getting Your Data out of Salesforce

filterinG Your Data

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7

filterinG Your Data (continueD)

Youmayalsoaddadditionalrowstofurther

specifyyourimportcriteriabyclickingon

“AddAdditionalFilter,”whichislocatedjust

abovethe“Next”button.Pleasenote,you

canalsoremovefieldsbyclickingthe

orange“X”foreachrow.

Onceyouarefinishedselectingyourfilters

click“Calculate.”Thiswilltellyouhow

manyrecordsyouarepreparingtoimport.

Note: You cannot import more than 5,000,000 records at one time.

Getting Your Data out of Salesforce

proceSSinG importS

Importsoflessthan4,000recordsare

processedonthespot.Thistypicallytakes

oneminuteorless.Importsofmorethan

4,000recordstakesometimetobe

processed.Youwillbenotifiedviaemail

onceprocessingiscomplete.

trouBleShootinG import errorS

Intheeventthatyourimportfailed,oran

erroroccurred,youwillbenotifiedviaemail.

Adetailederrorlogwillbeattached.De-

pendingonthenatureofwhatoccurred,

youmaywanttonotifyyourSalesforcead-

ministratortoassistyouintroubleshooting.

YoumayalsocontactourCustomerSuccess

teamat781.693.7575,orbyemailat

[email protected].

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8

LEVERAGING YOUR SALESFORCE DATA IN ZOOMINFO

uSinG Data inteGrationS With liSt BuilDer

1. Tobegin,makesureyouhaveimported

acurrentkeyaccountslistorsuppression

filefromSalesforcetothe“MyLists”

page.Ifyouhavenotdonethis,refer

backtothesection “GettingYourData

outofSalesforce” fordetailed

instructionsonhowtoproceed.

2. OnceyourSalesforcedatahasbeen

imported,click“Build,”locatedonthe

upperright-handsideofthepage.This

willtakeyoutotheListBuildertool.

BenefitS

create hiGhlY tarGeteD liStS from Scratch

Definespecificcriteriathrough

whichListBuildercanfilter

contactsandreturndata,which

canthenbeseamlesslyexported

toSalesforce.

avoiD DuplicatinG information

ToensureListBuilderonly

providesyouwithnewdata,

importyourexistingLeads,

Accounts,andContactsfrom

Salesforceforuseasa

suppressionfile.

reach Your tarGeteD proSpectS

Importalistofyourkeyaccounts

fromSalesforceandfindspecific

contactsinthecompaniesyou

careaboutmost.Youcandefine

demographicparametersforyour

resultsandlimitthenumberof

contactswithineachcompany

thatarereturnedbyListBuilder.

ListBuilderenablesyoucreatetohighly

targetedB2Bcontactliststofuelyoursales

pipelineandmarketingcampaigns.Data

Integrationsmakesiteasytofindnewleads

foryourkeyaccountswhilesuppressing

againstyourexistingleadsandcontacts

tohelpavoidduplicateentriesandrepeat

purchases.

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9

Leveraging Your Salesforce Data in ZoomInfo

uSinG Data inteGrationS With liSt BuilDer

SuppreSSion fileS

Toavoidre-purchasingcontactsand

duplicatinginformationinyourSalesforce

database,itiscrucialthatyouuploada

suppressionfilewhenyoureachthe

shoppingcartpageduringyourtransaction

inListBuilder.

Afteryoupreviewandnameyourfilein

ListBuilder,youwillbetakentothepage

whereyoucansubmityourrequest.Before

submittingyourquery,applyasuppression

filebyclicking“Upload/SelectaFile.”Then

choose“SelectfromMyLists”andclickon

thepreviouslyimportedSalesforcefileyou

wishtouse.

Toensurethebestresults,ZoomInfo

suggestsmappingthe“FirstName,”“Last

Name,”“JobTitle,”and“CompanyName”

columnsfromyourimportedfiletothecor-

respondingZoomInfodatapointsunderthe

columnlabeled“OurBestGuess.”

Note:

You can apply multiple suppression files against the same List Builder request.

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10

uSinG Data inteGrationS With liSt BuilDer

hoW to uSe keY accountS in liSt BuilDer

ListBuilderallowsyoutorestrictyour

searchtoalistofcompaniesyouconsider

tobeyourtargetaccounts.ZoomInforefers

tothisasa“keyaccountlist”(MatchFile).

AllpeoplerecordsreturnedbyListBuilder

areconnectedtothelistofcompaniesyou

provided.

1. Tobegin,makesureyouhaveimported

acurrentkeyaccountslistorsuppression

filefromSalesforcetothe“MyLists”

page.Ifyouhavenotdonethis,refer

backtothesection“GettingYourData

outof Salesforce” fordetailedinstructions

onhowtoproceed.

2. Next,click“Build,”locatedontheupper

right-handsideofthepage.Thiswill

bringyoutotheListBuildertoolwhere

youwillleverageyourkeyAccounts

importtofindnewleads.

Leveraging Your Salesforce Data in ZoomInfo

3. Next,choosewhattypeofcontact

informationMUSTbeincludedinthe

datareturnedbyListBuilder.Youmay

choose“Email,”“Phone(direct),”“Phone

(any),”“PhoneANDEmail,”or“PhoneOR

Email.”Whenyouarefinished,clickon

therightarroworontheboxthatsays

“MatchFiles.”

4. Onceyouarein“MatchFiles,”youwill

wanttoaccessyourkeyaccountslist.

Todothis,clickon“Upload/SelectaFile.”

Thenchoose“SelectfromMyLists,”

andclickonthepreviouslyimported

Salesforcefileyouwishtouse.

5. Mapcolumnssuchas“Company

Name”and“CompanyDomainName”

fromyourkeyaccountsimportfileto

thecorrespondingZoomInfovalue.

Toensureasuccessfulmatch,we

recommendmappingaminimum

oftwofields.

Note

If you are exporting contacts, it is crucial you map the id field, located under the header “Your Column Name” to Keep in results, located under the header “Our Best Guess.” You can change the settings of this column by clicking the arrows associated with a particular field.

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11

Leveraging Your Salesforce Data in ZoomInfo

9. Afteruploadingyoursuppressionfile,

clickthe“SubmitMyRequest”button

ontherightsideofthepage.Wewill

notifyyouviaemailthemomentyour

listisready.

10. Onceyourlistisready,youwillwant

toexportyournewleadstoSalesforce.

Formoredetailsonhowtodothis,

referenceourstep-by-stepinstructions

onhowto exportleadsfromListBuilder

toSalesforce.

uSinG Data inteGrationS With liSt BuilDer

hoW to uSe keY accountS in liSt BuilDer (continueD)

6. Next,continuethroughthepromptsin

ListBuilderanddefinethemanagement

levels,jobfunctions,andlocationsfor

thelistofnewcontactsyouwillbe

generating.

7. Previewyourqueryandmake

refinementsasneeded.Oncesatisfied,

clickthegreen“SaveQuery”button.

8. Beforesubmittingyourrequest,click

“Upload/SelectaFile”toapplya

suppressionfile.Thenchoose“Select

fromMyLists,”andclickonthe

previouslyimportedSalesforcefileyou

wishtouse.Youcanrepeatthisprocess

andapplymultiplesuppressionfilesto

thesameListBuilderquery.Weadvise

suppressingagainstbothyour

SalesforceLeadsandContacts.

Note

The suppression file will not be applied to your purchased list, until after you submit your request. That means the “Record Counts,” Total Records,” and “Total Unique Records,” in your shopping cart will not reflect the actual number of records that will be generated for your final list.

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12

uSinG Data inteGrationS With inSiGhtS

4. Toensurethebestresults,ZoomInfo

suggestsmappingthe“FirstName,”

“LastName,”“JobTitle,”and“Company

Name”columnsfromyourimportedfile

tothecorrespondingZoomInfodata

points,underthecolumnlabeled“Our

BestGuess.”

5. WhenyourInsightsfileisfinished

processing,youwillreceiveanemail

notification.Toretrieveyourfile,clickon

“Insights”locatedontheupperright-

handsideoftheZoomInfowebsite.Then

clickonyourfileinthe“InsightsRequest”

section.

Insightsallowsyoutoanalyzeyourdata,

identifyyourbuyerpersonas,andreplicate

successfulcampaignswithadditional

contacts.

1. Tobegin,makesureyouhaveimported

currentLeads,AccountsorContactdata

fromSalesforcetothe“MyLists”page.

Ifyouhavenotdonethis,referbackto

thesection “GettingYourDataoutof

Salesforce” fordetailedinstructionson

howtoproceed.

2. OnceyourSalesforcedatahasbeen

imported,click“Insights,”locatedonthe

upperright-handsideofthepage.

3. Thenclick“Upload/SelectaFile”and

choose“SelectfromMyLists.”Clickonthe

previouslyimportedSalesforcefileyou

wishtouse.

Leveraging Your Salesforce Data in ZoomInfo

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uSinG Data inteGrationS With inSiGhtS

BenefitS

JoB function

RunyourSalesforcedatathroughInsightsto

segmentpeoplebyjobfunctionandmanage-

mentlevel.Identifypersonasbasedonyour

segmentationandgetnewcontactsmatching

yourbestbuyerstoreplicatesuccess.

companY SeGmentation

RunyourSalesforcedatathroughInsights

tosegmentcompaniesbyindustry,revenue,

andemployeesize.Identifypersonasbased

onyoursegmentationandgetnewcontacts

matchingyourbestbuyerstoreplicatesuccess.

Leveraging Your Salesforce Data in ZoomInfo

perSona finDer

Identifysegmentswithinyourdatabase

acrossmultiplecriteria.Createlistsof

additionalpersonswhomatchthepersona

ofyourchoice.

people per companY

UseInsightstoidentifyhowmanyofyour

contactsorleadsaretiedtoyourtargeted

accountsandcreatelistsofadditionalpersons

withinthoseorganizationsthatmatchyour

targetdemographic.

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14

uSinG Data inteGrationS With enhance

InorderforZoomInfotoprocessyour

“PersonEnhance”request,youneedto

mapatleastoneofthefollowingdata

points:

•EmailAddress

•FirstNameANDLastNameANDURL

•FirstNameANDLastNameANDCompanyName

•ZoomInfoPersonID

5. ToEnhanceyourSalesforceAccounts

data,use“CompanyEnhance.”

ZoomInfowillprovidemissing

firmographicinformationsuchas

websiteaddress,HQlocation,revenue,

andheadcount.InorderforZoomInfo

toprocessyour“CompanyEnhance”

request,youneedtomapatleastone

ofthefollowingdatapoints:

•URL

•CompanyName

•EmailAddress

•ZoomInfoCompanyID

6. Ifyouwouldliketofiltertherecords

thatwillappearinyouroutputfile,you

maychoosetodosofromthepopup

menuonyourscreen.Youcanthen

selectthecontactandcompanyfilters

youwouldliketoapply.

Enhanceenablesyoutoanalyzethe

contentsofyourSalesforcedatabase

andfillinanymissingcontactinformation,

firmographicdata,andmore.

1. Tobegin,makesureyouhaveimported

currentLead,AccountorContactdata

fromSalesforcetothe“MyLists”page.

Ifyouhavenotdonethis,referbackto

thesection “GettingYourDataoutof

Salesforce” fordetailedinstructionson

howtoproceed.

2. OnceyourSalesforcedatahasbeen

imported,clickon“Enhance,”locatedon

theupperright-handsideofthepage.

3. Next,click“Upload/SelectaFile.”Then

choose“SelectfromMyLists,”andclick

onthepreviouslyimportedSalesforcefile

youwishtouse.

4. ToEnhanceyourSalesforceLeadsor

Contacts,use“PersonEnhance.”

ZoomInfowillprovidemissingtitle,

email,phone,andfirmographicdata.

Leveraging Your Salesforce Data in ZoomInfo

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15

SHIPPING DATA BACK TO SALESFORCE

important tipS for exportinG Zoominfo people anD companY Data to SaleSforce

1. Toexportdatafrom

ZoomInfotoSalesforce,

navigatetothe“MyLists”

pageandclickonthegear

iconnexttothefileyouwishtoexport.

Select“ExporttoSalesforce.”

Note:

You must first redeem your list for this option to appear.

2. Toensureasuccessfuldatatransfer,

werecommendtakingthefollowing

precautions:

• Verify TrackFieldHistory hasbeen

enabledinyourSalesforceenvironment.

• Ifimportingnewleads,makesureyou

leveragedyourexistingSalesforcedata

asa“suppression file.”Failuretodo

somayresultinduplicateentriesin

Salesforce.

• Ifupdatingexistingleads,accounts,or

contacts,pleaseconfirmtheZoomInfo

Enhancewasexecutedonacurrent

fileimportedfromSalesforce.Failure

todosomayjeopardizethequalityof

yourexportasupdatesarebasedon

theSalesforceIDforeachrecord.

• ZoomInfosuggestsassigningavalue

toaspecificsalesforcefield.Thiswill

serveasauniqueidentifierassociated

withyourimport,andactsasafailsafe

intheeventyouarenotsatisfiedwith

thequalityofyourimport.

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16

Shipping Data Back to Salesforce

important tipS for exportinG Zoominfo people anD companY Data to SaleSforce (continueD)

3. EnteryourSalesforceusernameand

password.Youwillonlybeaskedtodo

thisifyoudidnotcheckofftheboxthat

says,“Remembermycredentials,”during

apreviousexport.Toavoidentering

yourcredentialsforfuturedata

transfers,checktheboxthatsays,

“Remembermycredentials.”

4. Sendingyourlist:Whenexportingyour

newleadsfromListBuilder,remember

toselecttheoptionthatsays“Sendto

SalesforceasnewLeads.”Ifupdating

personorcompanydataafterusing

Enhance,choose“UpdateexistingLeads

orContacts,”insteptwooftheexport

wizard.

Note:

If you clicked “Remember my credentials,” when importing your data, you will skip the login screen when exporting data back to Salesforce. To go back to the login screen, click “Previous.” You can then enter a different username and password if you need to.

Note:

You may not export more than 1,000,000 records at a time.

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Shipping Data Back to Salesforce

exportinG neW leaDS from liSt BuilDer into SaleSforce

1. ToexportnewleadsfromZoomInfoto

Salesforce,navigatetothe“MyLists”

pageandclickonthegeariconnextto

thelistyouwishtoexport.Select“Export

toSalesforce.”Note,youmustfirst

redeemyourlistforthisoptiontoappear.

2. EnteryourSalesforcelogincredentials

andclick“Next.”Toavoidhavingtore-

enteryourlogincredentialseachtime

youexport,clickthe“Remembermy

credentials,”box.Thenselect“Sendto

SalesforceasnewLeads.”

3. MapthespecificSalesforcecolumnsto

thedesireddatafromZoomInfo,orto

custominputvaluestofityourneeds.

Formoredetails,refertothesection

titled “ColumnMapping.”

Note:

ZoomInfo suggest assigning an input value to a specific Salesforce field. This will serve as a unique identifier associated with your import, and acts as a failsafe in the event you are not satisfied with the quality of your import.

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18

Shipping Data Back to Salesforce

exportinG neW contactS to SaleSforce

1. ToexportnewContactstoSalesforce,

navigatetothe“MyLists”pageandclick

onthegeariconnexttothelistyouwish

toexport.Select“ExporttoSalesforce.”

2. EnteryourSalesforcelogincredentials

andclick“Next.”Toavoidhavingto

re-enteryourlogincredentialseach

timeyouexport,clickthe“Remember

mycredentials”box.Thenselect“Send

toSalesforceasnewContacts.”

3. MapthespecificSalesforcecolumnsto

thedesireddatafromZoomInfo,orto

custominputvaluestofityourneeds.

Formoredetails,refertothesection

titled“ColumnMapping.”

Note:

If you are exporting contacts from List Builder, af-ter using a key account match file, you must have previously opted to keep the ID column from your key account match file in the results of your list builder output file as explained here. If you have not done so already, you will not be able to complete step 3 as indicated and your export will fail. Please refer to our previous instructions to resolve this issue.

Note:

You must first redeem your list for this option to appear.

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19

Shipping Data Back to Salesforce

exportinG enhanceD leaDS, accountS & contactS to SaleSforce

1. Toexportenhancedrecordsfrom

ZoomInfotoSalesforce,navigatetothe

“MyLists”pageandclickonthegearicon

nexttothefileyouwishtoexport.Select

“ExporttoSalesforce.”

2. EnteryourSalesforcelogincredentials

andclick“Next.”Toavoidhavingto

re-enteryourlogincredentialseach

timeyouexport,clickthe“Remember

mycredentials”box.Next,choose

“UpdateexistingLeadsorContacts.”

Note,EnhanceistheonlyZoomInfo

featureforwhichyouwillselectthis

option.

3. MapthespecificSalesforcecolumnsto

thedesireddatafromZoomInfo,orto

custominputvaluestofityourneeds.

Formoredetails,refertothesection

titled“ColumnMapping.”

Note:

You must first redeem your list for this option to appear.

Note:

ZoomInfo suggests confirming “Track Field History” is turned on in your Salesforce environ-ment. You should also assign an input value to a specific Salesforce field. This will serve as a unique identifier associated with your import, and will provide a failsafe in the event that you are not satisfied with the quality of your report.

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20

Shipping Data Back to Salesforce

column mappinG

DataIntegrationsincludesasophisticated

columnmappingfeaturetoensurethatthe

datatransferredbacktoSalesforcefitsyour

specificneeds.

Note:

The column mapping tool will automatically save your settings to be used with your next export. You may reset this at any time by clicking on “Use default mapping.”

1. StartbyselectingtheSalesforcefields

youwishtowriteto,usingthedrop

downmenuintheleftcolumn.

2. Usingthemiddlecolumn,selectthe

operationthatbestfitsyourneeds.

3. Intherightcolumn,selecttheOriginal

Salesforcedata,ZoomInfocolumn,ora

specificinputvalueyouwishtomapto

Salesforce.

4. IfyouareexportingaProPersonSearch

toSalesforceasnewContacts,change

theAccountIDfieldoperationtosay

“Providevalue.”Thenselecttheaccount

youwishtoassociatethecontactswith.

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21

Shipping Data Back to Salesforce

column mappinG (continueD)

ZoomInfosupportscomplexconditional

mappingtoasingleSalesforcefield.

Belowisadetailedexampleofhowtodo

thisusingphonenumbers.Inthisexample,

thecustomerdoesnotwanttooverwrite

anyexistingdataintheircontactrecords,

butwouldliketoinsertadirectdialphone

numberiftheydonothaveone.

Furthermore,ifthecontactrecordhas

nophonenumber,andZoomInfodoes

nothaveadirectdialnumberonfile,

theywouldliketoinsertacompany

phonenumber.

1. Intheleftcolumn,selecttheSalesforce

fieldfor“Phone.”

2. Usingthemiddlecolumn,selectthe

operation“MaptoZoomInfofield.”

3. Intherightcolumn,selecttheinput

valuefortheOriginalSalesforcedata

“Phone”field.

4. Usingthebuttonatthebottomofthe

window,click“Mapadditionalfield.”

5. Repeatsteps1and2inthenewrow

thatappears.

6. Intherightcolumn,selectthe

inputvaluefortheZoomInfo

column“DirectPhoneNumber.”

7. Next,usingthebuttonatthe

bottomofthewindow,click

“Mapadditionalfield”again.

8. Repeatsteps1and2inthe

newrowthatappears.

9. Intherightcolumn,selectthe

inputvaluefortheZoomInfo

column“CompanyPhone

Number.”thatappears.

Original Salesforce data

ZoomInfo column

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22

Shipping Data Back to Salesforce

column mappinG (continueD)

the end result of this operation is

as follows:

Pre-existingSalesforcephonenumbersfor

Enhancedrecordswillbeoverwrittenwith

phonenumbersfromyouroriginalimport

file.Thismeans,ifyouarenotusinga

currentimportfile,anychangesyou’ve

madeinSalesforcebetweenyouroriginal

importandthisexportwillberevertedback

totheiroriginalvalues.

Ifthereisnopre-existingphonenumberfor

aparticularcontactrecord,andZoomInfo

hasadirectdialnumberonfile,thatrecord

willbeupdatedwiththeZoomInfodirectdial

phonenumber.

Ifthereisnopre-existingphonenumberfor

aparticularrecord,andZoomInfodoesnot

haveadirectdialphonenumberonfile,the

companyphonenumberwillbewrittento

thephonefield.

Ifthereisnoexistingphonenumberfor

therecord,andZoomInfodoesnothave

adirectdialphonenumber,oracompany

phonenumber,thephonenumberforthis

contactrecordwillremainunchanged.

proceSSinG exportS

Exportsunder4,000recordsareprocessed

onthespot.Thistypicallytakesoneminute

orless.Exportsover4,000recordstake

sometimetoprocess.Youwillbenotified

viaemailonceprocessingiscomplete.

trouBleShootinG export errorS

Intheeventthatyourexportfailed,orthat

anerroroccurred,youwillbenotifiedvia

email.Adetailederrorlogwillbeattached.

Dependingonthenatureofwhatoccurred,

youmaywanttonotifyyourSalesforcead-

ministratortoassistyouintroubleshooting.

YoumayalsocontactourCustomerSuccess

teamat781.693.7575,orbyemailat

[email protected].

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