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Datanyze to Salesforce Integration

Prerequisites

You must have administrative access in both Datanyze and Salesforce to complete the Datanyze to Salesforce integration.

Also, you must have purchased the Datanyze-Salesforce Integration product before you can connect your two instances.

Integrating your Salesforce instance with Datanyze allows you to keep Leads, Contacts, Accounts, and/or Opportunities consistently updated with Datanyze’s technology and company data. When Salesforce records are enriched with Datanyze data you can create lead-routing rules, quickly qualify inbound leads, prioritize existing accounts, and be alerted of changes that occur amongst existing records.

What’s in this article?

Connect Your Datanyze Account to Salesforce

1. Go to your Settings > Integration > Salesforce, and scroll to the Salesforce Integration section.

2. Click Connect to Production to connect via oAuth

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3. The system will confirm if successful.

2._Disconnect_your_account.png

 

Install the Datanyze-Salesforce Pre-Managed Package

1. Install the Datanyze-Salesforce pre-managed package via this link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tj000000235g4

2. Check the field-level security are visible for all profiles and read-only for profiles other than system admin.

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3. Ensure your field history tracking is turned on for Leads and Accounts.

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4. Customize your Lead and Account page layouts. Drag a new section onto the page layout and title Datanyze Tech Tracking.

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Drag the fields into the new section. You can choose the order that works best for your team. We recommend placing the Datanyze Technologies and Datanyze Website History fields across from one another as these are long text fields.

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Repeat steps for the other object(s).

5. Once your data has been synced, you can build a report to see which Leads or Accounts are currently using specific technologies.

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6. If you want to track a competitor closely, then you can set up a custom checkbox field that will update with a workflow rule.

Create a new custom field (type= checkbox)

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Create a workflow rule with a field update to populate the custom field. Then, activate your workflow rule.

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Create Custom Technology Fields

1. Go to setup and select fields under the object you want to add the field to. Click New.

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2. Select the type of field you want to add. Technology fields will likely be Text Area (Long).

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3. Name the field and adjust how many lines you want to show.

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4. Select which users should be able to view the accounts. You don’t have to select read only, but that means that any user can edit the fields. Best practice is to have the profile (admins) as the only users that can edit the field. This is necessary for the integration to work

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5. Add the fields to the correct page layout

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Fill Out the Datanyze-Salesforce Customization Agreement

1. You should have received the agreement to your email from your CSM or Integrations Specialist.

2. Review the agreement and fill out the required fields.

3. Once the agreement is completed, send to a Datanyze support team member and they will initiate the first full sync.

Available Fields to Sync

Lead Custom Fields (Included in Pre-Managed Package)
Datanyze_Address__c (Text)
Datanyze_City__c (Text)
Datanyze_State__c (Text)
Datanyze_Zip__c (Text)
Datanyze_Country__c (Text)
Datanyze_Alexa_Rank__c (Number)
Datanyze_Description__c (Long Text)
Datanyze_Employees__c (Text)
Datanyze_Funding__c (Text)
Datanyze_Industry__c (Text)
Datanyze_Phone__c (Phone)
Datanyze_Public__c (Checkbox)
Datanyze_Revenue__c (Text)
Datanyze_Twitter__c (Text)
Datanyze_Year_Founded__c (Text)
Datanyze_Monthly_Tech_Spend__c (Text)

Account Custom Fields (Included in Pre-Managed Package)
Datanyze_Address__c (Text)
Datanyze_City__c (Text)
Datanyze_State__c (Text)
Datanyze_Zip__c (Text)
Datanyze_Country__c (Text)
Datanyze_Alexa_Rank__c (Number)
Datanyze_Description__c (Long Text)
Datanyze_Employees__c (Text)
Datanyze_Funding__c (Text)
Datanyze_Industry__c (Text)
Datanyze_Phone__c (Phone)
Datanyze_Public__c (Checkbox)
Datanyze_Revenue__c (Text)
Datanyze_Twitter__c (Text)
Datanyze_Year_Founded__c (Text)
Datanyze_Monthly_Tech_Spend__c (Text)
Datanyze_Tags__c (Text)

Tech Custom Fields (Manually Created)
Datanyze_Tech_Category__c (Long Text)
Datanyze_Tech_Category_History__c (Long Text)
Datanyze_Tech_Added_Date__c (Date)
Datanyze_Tech_Dropped_Date__c (Date)
Datanyze_Recent_Category__c (Long Text)
Datanyze_Recent_Category_Date__c (Long Text)
Datanyze_Technologies__c (Long Text)
Datanyze_Technology_History__c (Long Text)

Additional Fields Datanyze can Sync (Manually Created)
Datanyze_Lead_Grade__c (Text) *Predict Users Only*
Datanyze_Lead_Score__c (Text) *Predict Users Only*
Datanyze_Account_Score__c (Text) *Predict Users Only*
Datanyze_Account_Grade__c (Text) *Predict Users Only*
Datanyze_SIC_Code__c (Text)
Datanyze_SIC_Code_Name__c (Text)
Datanyze_NAICS_Code__c (Text)
Datanyze_Last_Funding_Round_Amount__c (Text)
Datanyze_Last_Funding_Round_Date__c (Text)
Datanyze_Last_Funding_Round_Source__c (Text)
Datanyze_App_Techs__c (Text) *Mobile Users Only*
Datanyze_App_Techs_History__c (Text) *Mobile Users Only*
Datanyze_Largest_App_Installs__c (Text) *Mobile Users Only*
Datanyze_All_Apps_Install__c (Text) *Mobile Users Only*
Datanyze_App_Categories__c (Text) *Mobile Users Only*
Datanyze_Has_Mobile_App__c (Text) *Mobile Users Only*
Datanyze_IRS990_Total_Revenue__c (Text)
Datanyze_IRS990_Fundraising_Events__c (Text)
Datanyze_IRS990_Other_Contributions__c (Text)
Datanyze_Open_Positions__c (Multi-select Picklist or Long Text)
Datanyze_Totel_Open_Positions__c (Number)
Datanyze_Open_Positions_Last_30_Days__c (Number)
Datanyze_Parent_Organization__c (Text)
Datanyze_Company_Name__c (Text)

Review Error Reports

1. After the you’ve completed the first full sync, go to your Datanyze settings > Integrations > Salesforce and scroll to the Salesforce Sync Status section

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2. View individual errors for each object or download the full list of errors

3. Correcting errors will allow the record to sync during the next scheduled sync time

Syncing Frequency

Full Update (Weekend Sync)
This is typically a weekend full sync (but you can designate which day of the week you prefer to have this update occur) where Datanyze updates all of the records in your SFDC instance that are syncing.
You can choose which day of the week the full sync occurs in the Customization Agreement

Regular Update (Daily Sync)
This is a daily sync that updates newly created records on an interval of your choosing, as often as 60 seconds. Any time a new record is created that Datanyze is syncing to, Datanyze will automatically update that record with the most current Datanyze information. Typically, customers choose to sync every 5 minutes or every 60 minutes.

You can choose how often the daily sync occurs in the Customization Agreement

API Usage

Full Update (Weekend Sync)
During the weekend sync, Datanyze bulk updates records and the amount of API calls used depends on how you paginate your records. 200 is the most common, so in this case, Datanyze will use 1 API call to view each batch of 200 records. When updating the records, we will queue records within Salesforce until we get to a batch of 200 total, and bulk update those records

Full Update Example
You have 604 total leads. 4 API calls are needed to pull the records. Only 300 of your leads need updates. 2 API calls are needed to sync the 300 records. Total = 6 API calls for a full update

Regular Update (Daily Sync)
When new records are created Datanyze does not wait for a group of 200 records, but will push an immediate update to the records that have been queued after a pull

Regular Update Example
Depending on your syncing frequency, we will use minimum 1 API call to view the new records (in a batch less than 200), and 1 API call to update the new records (in a batch less than 200). Total = 2 API (minimum) calls for every regular update. You can add 1 API call to view and update for each additional batch of 200 records for regular updates

Connect your Sandbox Environment

1. Go to your Integrations settings > Salesforce, and scroll to the Salesforce Integration section.

2. Click Connect to Sandbox to connect via oAuth.

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3. The connection will confirm if successful.

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4. You must disconnect your Sandbox account before connecting to Production.

5. Datanyze will sync to the first 100 records that exist in your Sandbox environment.

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