D&B Lattice now supports importing data directly from Salesforce, Marketo, Eloqua and Pardot. This means that users with these platforms no longer need to manually transfer their data in batches into D&B Lattice through the UI or S3.
How do I connect these platforms to Lattice?
The table below provides systems Lattice connects to and data that can be automatically retrieved from these systems.
|Salesforce||Accounts, Contacts, Leads, and Opportunities||
Please setup an API user with Bulk API access and provide the credentials to support. This user should have permissions to read Accounts, Contacts, Leads and Opportunities.
Whitelist the IP Addresses listed below.
Review this article for what's needed to connect lattice with Marketo. This user should have permissions to read activities and contacts.
Please setup an API user with Bulk API access and provide the credentials to support. This user should have permissions to read activities and contacts.
Please setup an API user with Bulk API access and provide the credentials to support. This user should have permissions to read activities and prospects.
How often is the data refreshed in Lattice?
Data will be refreshed in from the connectors on a weekly basis. Additionally, the data will be accessible in your S3 folder once the connection is established.
How can I configure the Import Connector?
The new connectors are available for beta testing now. Please contact your Customer Success Manager if you are interested in testing the connectors. You'll need to do the following to configure the connectors.
1. Whitelist the IP addresses below (Salesforce only) to allow D&B Lattice to access the data from your systems.
|IP Addresses to Whitelist|
2. Provide the following information to your Customer Success Manager, who will establish the connector:
- D&B Lattice credentials
- Objects to import (e.g. Accounts, Contacts, Opportunities, etc.)
- Sample file with the definitions of the field name for each of the objects that will be imported
- Specify the time period of how far back data should be imported into D&B Lattice (Note: Activation and Opportunities are capped at 12 weeks and all other objects are capped at 1 year)
- Specify the D&B Lattice tenet and system that the data should be copied into
3. Once the data is set up to transfer to S3, update the template in D&B Lattice and configure the field mappings
Note: Setting up the field mappings require a sample data file. In this case, recommend using the file in the AWS S3 folder.
Can I make modifications to data being pulled by Lattice?
Yes, to Add or Remove columns, first log a ticket with the support team to Add New or Delete Existing columns. Once the support team closes the ticket and modifies the columns, update the template (field mapping) to account for the changes.
What happens to data that is deleted from the system? Is this propagated to D&B Lattice automatically?
It depends on how deletes are done in the system.
If deleting an account or contact marks an existing account or contact as deleted, but does not physically delete the account, D&B Lattice can automatically propagate these changes. Within D&B Lattice, use this attribute or status to filter out the deleted objects.
If the object is physically deleted, D&B Lattice is not able to detect these changes. We recommend a periodic process of identifying your deleted objects and explicitly deleting them from D&B Lattice.
- Pardot does not support the import of custom fields from any object. If you are using the Pardot connector and want to bring in custom fields from Visitor Activities or Prospects you will need to bring these in using S3.