Once you have created a Salesforce connection you can now start mapping your fields to the CDP.
- You must be using the new automated data import workflow. If you are not using the new automated data import workflow, you should reach out to your customer success manager to integrate Salesforce with Rev.Up for data import.
- Review how D&B approaches matching leads to accounts
Step 1: Add a data source to the Salesforce connection.
Step 2: Map fields
For each entity from Salesforce, Accounts, Contacts, Leads we have pre-mapped some common standard fields. You can click on the Edit Mapping button to add or remove field mappings. Fields that are not mapped will not be imported.
Step 3: Add additional fields using the edit mapping wizard.
To map fields from Salesforce to the CDP, simply drag and drop fields from the right side of the screen to the middle of the screen. You can also use the dropdown in the middle of the screen to choose which field from Salesforce you want to map to the CDP.
The goal of the CDP is to unify customer and prospect data. When you add your fields from Salesforce to the CDP, there are few things to keep in mind:
- You should map your Salesforce fields to the field in the CDP that most closely matches the meaning of the Salesforce field. You can add a Salesforce field to an existing attribute or create a new attributes.
- You can map a field from Salesforce to more than one field in the CDP.
- You can map fields from different connections to the same field in the CDP. This is how you can prevent the duplication of attributes that have the same meaning. An example is Company Name and Account Name may be called different names in different connections, but have the same meaning.
Step 4: Matching Salesforce records within the CDP
You can use this section to configure how you want your records to match to the CDP. If you are not sure of how you want your records to match to the CDP, you can skip this section and come back later.
|For additional information on creating these setting, check our our article that covers match and merge.|
Unique Record ID: By default we will use the 18-digit unique id of the record in Salesforce. This ID will be used to deduplicate your records that come from Salesforce. If you use the default setting it means that we will have the same view of your data that Salesforce does where each record is represented by an 18-digit ID and we will not try and merge records together based on other information from Salesforce.
Matching your records to the CDP: When it comes to matching your records to the CDP there are two methods that are used.
D&B Identity Resolution: By default we will use all the fields that can be used by D&B matching. You can deselect a field to be used.
ID Matching (deterministic match): If you have mapped for than one field from a data source to the same CDP attribute, we will assume that you want to use this field to match IDs between the data sources.
- Because we know how Salesforce Accounts, Contacts and leads related to each other in Salesforce, we have made some default selections. If you are using the default, we will use the Salesforce 18-digit account id to define the relationships between accounts and contacts.
Lead to Account Matching:
By default, leads do not have an 18-digit account id and will rely on D&B Identity Resolution to match to the CDP. Leads will either be matched to an existing account in the CDP or will match to the D&B Data Cloud and an account record will be created. You can change the default settings if you want to use another custom match process to join your Salesforce leads to Salesforce Accounts and Contacts.
Each time a record is synced to the CDP, it will go through the match process and paired with an account. Which account a lead matches to can change over time if the information used for match changes.
Step 5: Give your data source a name