Enrich & Sync Your Salesforce Records with BuzzBoard Demand
Not only can you sync records from BuzzBoard Demand to Salesforce, you can also select records right within your Salesforce and enrich them with BuzzBoard signals. This article will guide you through the steps to enable the Salesforce to Demand sync to enrich your existing Salesforce records.
Prerequisites To Enable This Feature:
- The BuzzBoard app is installed in your Salesforce Org. If you do not have the BuzzBoard app, click here to view the installation steps and instructions.
- You have administrator privileges for both your BuzzBoard Demand and Salesforce accounts.
Once you have authenticated and configured your Salesforce account with BuzzBoard Demand, go to the Salesforce Configuration page on the BuzzBoard Demand platform. Click here for more help on Salesforce authentication and setup.
1 To visit the Salesforce Configuration page, login to your BuzzBoard Demand account and click on the Integrations icon on the bottom left of the Home Page.
2After clicking on the icon, you will be brought to the Integrations page. Next, click the Salesforce tab at the top of the window.
3 Then, click on the Configuration tab.
4 On the Configuration page, in the Sync From section, select the Salesforce To Demand checkbox.
5 Click on the Update button in the bottom right corner of the page to update the configuration settings. If you already have completed the configuration for Demand to Salesforce sync, the same field mapping will apply to the Salesforce to Demand sync and all of the fields mapped in the configuration page will be enriched with BuzzBoard Demand signals. Please refer to this article, if you have not configured the sync from Demand to Salesforce.
6 After you click on the Update button on the BuzzBoard Demand platform, you will be able to enrich records from your Salesforce. We support two ways of bulk enrichment within your Salesforce.
This complete process comprises of two steps:
Note:
You will need to enable this button in both the Leads and Accounts layout if you want to enrich both of them. We’ll start with explaining how to enable the button for Leads enrichment and then you can repeat the same steps for Accounts as well.
1 Login to your Salesforce instance where the BuzzBoard SF App is installed and click on the Leads tab.
2 Click on the gear icon in the top right corner.
3 Select Edit Object option from the drop down.
4 Click on Object Manager and select List View Button Layout.
5 Click on the dropdown for List View
6 Choose Edit from the dropdown
7 You will come to a page where you’ll find two boxes – the left box (Available buttons) will show the Enrich with Demand button name.
8 Select that button name in the left box and move it to the right box using the right arrow key.
9 Once you see the Enrich with Demand in the Selected Buttons list (right box), click on Save.
10 Go back to the Leads tab. You will now find the Enrich with Demand button.
11 Repeat the process for Accounts layout from the Accounts page.
Note:
This option lets you enrich up to 200 records at a time. You can use this option when you want to enrich a random set of leads/accounts.
12 After clicking on the Enrich with Demand button, you must enter a Segment title and description for the records. By default, a unique title will be prefilled; however, you can edit it, if desired. Later, you will be able to filter these segmented records with this title in your Salesforce and BuzzBoard Demand accounts.
13 After entering the title and description, click on the Enrich button. This will initiate the enrichment process. It may take some time for the enrichment to complete. You will receive an email notification when the enrichment is complete.
14 After the enrichment is complete, search the records in SF. You will find the enriched values in the custom fields based on the fields you have mapped in your BuzzBoard Demand account (Refer to the Configuration Summary page in your BuzzBoard Demand account for the field mapping and other configurations).
For any additional help, please feel free to contact our support team at support@buzzboard.com or call +1 (201) 708-2724.
If you want to perform bulk enrichment for hundreds of records in your Salesforce, we strongly recommend you use this great option available in your Salesforce app.
1 Click on the BuzzBoard tab.
2 The header of the page will be Enrich under which you have three tabs – Leads, Accounts and Enrichment Summary. By default the Leads tab is selected. Let’s focus on the right side of the page which is the filter section.
By default, the option “No” is selected in the Contacts section under the Leads tab.
3 Click on the dropdowns in the filter section to select the SF fields which you want to filter the records on.
4 You can click on the plus icon to add more filters.
5 Once the filter criteria is set, click Apply.
6 The left side of the page will show the count of records matching the filter criteria along with a fill rate analysis of the default fields for those records in Salesforce.
7 If you are satisfied with the details showing up on the left side of the page and wish to proceed with the enrichment, click on the Enrich Now button. The button is available both on top and bottom of the page, so you can click either of those buttons.
Note:
You will be billed for every successful enrichment and you can also find a message on your available profile limit right above the Enrich Now button.
8 You’ll get a pop-up message to provide a title and description for this set of records being enriched.
9 Provide a title and description and click on Enrich.
10 You will get a message that the Enrichment has been successfully initiated. You will also receive an email at the start and end of enrichment.
11 Click on OK to close the popup.
If you want to enrich Contact data as well, select the “Yes” option in the Contacts section. This action will unlock supplementary filter options, including row filters. Select the appropriate filters in accordance with your requirements and repeat steps 2 to 11.
12 You can also view the enrichment Ignite in your BuzzBoard Demand account. This information, along with the status of the enrichment, can be found in the Salesforce log and the Activity log within the platform. To view the Salesforce log, log in to your BuzzBoard Demand account and click on the Enrich Icon on the left-side navigation panel.
13 Next, click on the Salesforce tab to view the status and Ignite of the enriched records.
14 To view the enrichment details in the Activity log, click on the Prospect menu in the navigation panel on the left side of the Home Page and click on the Activity Log link.
15 On this page, you will be able to view the log for the records that you have enriched from Salesforce or the records that you have synced from BuzzBoard Demand to Salesforce. Click here to learn more about the Activity Log.
For any additional help, please feel free to contact our support team at support@buzzboard.com or call +1 (201) 708-2724.
