data integrations for salesforce - zoominfo.com · 3 getting your data out of salesforce importing...
TRANSCRIPT
DATA INTEGRATIONS FOR SALESFORCE
- Training Guide -
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
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.
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.
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.
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
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
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.
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.
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.
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.
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
13
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.
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
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.
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.
17
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.
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.
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.
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.
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
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