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Using the Datanyze-to-Salesforce Integration



One of the most popular and powerful parts of the Datanyze platform are our integrations with various CRM tools, with the most frequent integration being to the Salesforce platform. 

Datanyze offers two levels of Salesforce integration - a basic push and a full integration. 

In order to set up a full integration with your Salesforce, you will need to be set as your group's Salesforce Administrator within Datanyze. If you need to check on that status, please reach out to us at support@datanyze.com. 

Once that's complete you can follow these next steps to get set up. 

  1. Enter SFDC credentials in the Integrations section of your user settings. Datanyze offers the ability to login through use of OAuth - to use this option, in the Datanyze Settings tab for Salesforce, scroll down to the following options:

    Screen_Shot_2017-07-27_at_11.05.49_AM.png

    For users who want to connect directly to their Salesforce and use the data immediately, select "Connect to Production." For users who are undergoing a Test with the data first, select the "Sandbox" option. 
  2. The system will confirm the connection to Salesforce, if successful
  3. Download the SFDC Integration Package through this Install Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tj000000235g4
  4. Follow the Datanyze Premium Package Post-Install Guide below. 
  5. Let us know what our syncing frequency will be. We can sync any new or changed records on up to a 1 minute interval

You'll also need to let Datanyze know which fields you'd like to include in your full integration. Here's a sample of the fields Datanyze can write information to in a full integration and the Field Type we recommend those be set to within Salesforce in order to enable the integration to work properly. 

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 (Long Text)
  • Datanyze_SIC_Code_Name__c (Long Text)
  • Datanyze_NAICS_Code__c (long 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 (Multiselect Picklist or Long Text)
  • Datanyze_Totel_Open_Positions__c (Number)
  • Datanyze_Open_Positions_Last_30_Days__c (Number)

 

Post-Install Guide: 

After installing the package to your Salesforce, please follow these steps.

1. Check the Field Level Security:

a)Visible for all profiles
b)Read-only for profiles other than System Admin

Screen_Shot_2017-03-13_at_3.22.05_PM.png
2. Ensure your field history tracking is turned on for Leads and Accounts. If so, the following fields should already be set to track:

Screen_Shot_2017-03-13_at_3.23.34_PM.png

    1. Datanyze_Alexa_Rank__c
    2. Datanyze_Employees__c
    3. Datanyze_Funding__c
    4. Datanyze_Lead_Score__c  (Lead Only)
    5. Datanyze_Revenue__c

3. Customize your Lead and Account page layouts:

a) Drag a new section onto the page layout and title “Datanyze Tech Tracking”

Screen_Shot_2017-03-13_at_3.30.25_PM.png

Screen_Shot_2017-03-13_at_3.30.37_PM.png

b) 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.

Screen_Shot_2017-03-13_at_3.31.47_PM.png

c) Repeat for the other object

d) If you are a Predict customer, then we also recommend creating a new section titled “Datanyze Predict”.

Screen_Shot_2017-03-13_at_3.33.00_PM.png

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

Screen_Shot_2017-03-13_at_3.34.18_PM.png
5. If you want Datanyze data to write to other fields in your system, here is an example workflow rule. Let’s update the Phone field on Leads with the Datanyze Phone when Phone is blank.

Screen_Shot_2017-03-13_at_3.34.55_PM.png

Screen_Shot_2017-03-13_at_3.35.29_PM.png

6. If you want to track a competitor closely, then you can setup a custom checkbox field that will update with a workflow rule. Here is an example.

a) Create a new custom field (type= checkbox)

Screen_Shot_2017-03-13_at_3.36.27_PM.png

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

Screen_Shot_2017-03-13_at_3.37.09_PM.png

With those steps completed and once you've chosen which fields to sync and informed Datanyze of your selections, it typically takes less than 1 business day to map the fields on our end and attempt the first full data sync. Please note: we do find that we may need to troubleshoot on a field or two in this process. Once the sync is running satisfactorily, Datanyze will do a full sync to your Salesforce once a week. This sync can also be scheduled to avoid over-utilizing your API. 


API Usage

For a full update (the weekend sync - typically) 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. For a regular update (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. 

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 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 & update for each additional batch of 200 records for regular updates.

 

If you have any questions about using Datanyze, our Salesforce integration or anything else, please reach out to us at support@datanyze.com. 

We also have a Salesforce Sync FAQ available

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