Requirements for Importing Sales Activity

There are two ways to bring in sales activity event data. 

• Option 1: Use an automated connector to get data from Salesforce: D&B CDP a Salesforce connector that can directly import sales activity data. This is currently not self-service. To understand what is needed from you to use the automated import connector. You should review the Connectors for Automated Data Import article. 

• Option 2: You send data to D&B CDP: Alternatively, you can send data from your CRM directly to D&B CDP as a CSV file. You must follow the sample formats provided in this file exactly for sales activities from a non-Salesforce CRM to be brought into D&B CDP. You can choose to send only one type of sales activities e.g. only send task or event data. 

Option 1: 

Requirements: 

(1) You must provide an integration user with bulk API permissions.

• If you are using our data import automation connection, you can use re-use this integration user.
• The integration user must have read access to the objects and fields listed here objects and fields. 

(2) You must have a Salesforce system set up in your CDP that has the Task and Event templates.

(3) You must work with your customer success manager to determine which sales activities you would like to configure. 

You can choose up to 10 unique sales activities that can be used for segmentation and audience creation.

How should you categorize sales activities? 

Salesforce has two types of Activities: Events and Tasks. Samples of Events and Tasks are below. 

• Tasks are actions that act as reminders such as: Call, Email
• Events are actions that have a duration such as: a scheduled meeting, Demo, Virtual Event

To categorize your activities, you should create a list like the below and work with your Customer Success Manager to configure this. 

• The first column is the name of the category of the activity. 
• The second column is the activity type. You can use regular expressions to include multiple Type or SubTypes into one category by using regular expressions.

Option 2: 

Requirements: 

(1) You must follow the below schema exactly to import sales activities from a non-Salesforce CRM.  You can choose to send only one type of sales activities e.g. only send task or event data. 

Looking to bring in Outreach Activities into D&B CDP? 

Outreach retains the [Outreach] tag on all activities posted to a CRM to assist admins in identifying which user/system is responsible for creating the activity. This tag is populated in the Subject line of activities in Salesforce. 

If you are using this out of the box Outreach configuration, you can easily distinguish between Outreach and non-Outreach created activities by using custom metrics. You should use the subject field to filter for your activities that are from Outreach.