9Enrich Salesforce

Overview

Use Oracle DataFox with your Salesforce instance to enrich your accounts, leads, and contacts with actionable data. This section details how you can leverage Oracle DataFox within Salesforce.

    Connect Your Oracle DataFox User to Your Salesforce Account

    When your group's Salesforce integration package is installed, each end-user must complete these steps to activate the sync between Oracle DataFox and Salesforce:

    See Salesforce Integration Package Overview to install Oracle DataFox for Salesforce.

    1. Click your user name and then click Settings.

      DataFox Settings
    2. Click Salesforce under Integrations.

    3. On the DataFox for Salesforce page, click Connect.

      In this example screenshot, the connection to Salesforce is already made. But when you’re connecting for the first time, you see the Connect button.

      Integrate with Salesforce
    After the connection is successful, you receive confirmation that your account is connected to Salesforce, as shown in this screenshot.
    Connected DataFox and Salesforce

    With Salesforce integrated with Oracle DataFox, you now have access to additional features and outreach potential.

      Sync Accounts from Oracle DataFox into Salesforce Instantly

      This topic details how you can instantly sync your accounts from Oracle DataFox into Salesforce.

      Search for Company Profiles in Oracle DataFox

      You can search for any company in Oracle DataFox. Click the company name to see its complete profile from any Oracle DataFox list or search report. This screenshot shows an example company profile.
      Company Profile in DataFox

      This makes it easy to identify and ingest guaranteed new target accounts into Salesforce (with the knowledge that they will stay updated from now on).

      You can now see firmographic data, linkage data, signals, contacts, job listings, and more. Since you already know this is a new prospect that you can claim, let’s assume you want to pursue it.

      Check for Matching Automatically Prevents Duplicates

      1. Click Check for Matching Companies to push all data over to Salesforce. When you click this button, Oracle DataFox double-checks that the company isn’t yet in Salesforce so that duplicates aren’t created.

      2. Click Sync. A confirmation appears confirming that the accounts are synced over to Salesforce.

      Bulk Sync Companies from DataFox to Salesforce

      You can sync multiple accounts at once with a few clicks.

      Navigate to your list of prospects. Sync multiple accounts at once by toggling multiple check boxes in the company table and selecting Sync to Salesforce, as shown in this screenshot.

      Bulk Sync to Salesforce

      Move from Any Oracle DataFox Profile to its Synced Counterpart in Salesforce

      From within Oracle DataFox, on the company’s page, in the Salesforce Sync section, you see the text Synced to Account, and the company name is a clickable link.

      When you click the company name, you’re taken to the account profile in Salesforce.

      Navigate to Synced Profile in Salesforce
      Now you know how to sync accounts from DataFox to Salesforce.

        Use Oracle DataFox to Find Accounts You Own

        As a sales rep, you can quickly identify all of the Salesforce accounts in your name. This expedites your search and generates valuable results.

        Navigate to the Company Search page and find the Salesforce Account Owner field, as shown in this screenshot.

        Locate name in Salesforce Account Owner section

        Locate your name in the Salesforce Account Owner list and select the check box.

        If you save your search, you can return to the list of all of your named accounts at any time.

        You can also incorporate custom information from Salesforce and create a list of these results. By clicking on the Add Filter button and scrolling down to the Salesforce section, you can pick from a variety of custom fields from your own Salesforce instance.

        You can also use our advanced company filters or find out which of these companies possess recent key signals. See Overview of Company Signals.

        If you don't see this filter available, make sure you have the Oracle DataFox Salesforce integration installed with user synchronization. Check with your Salesforce admin or contact Oracle Support.

          Target New Accounts

          You can use Oracle DataFox's CRM intelligence to see insights on the accounts you already sold into and filter among the accounts in your name.

          For more information on insights and account filtering, see Discover Accounts with Summaries and Prioritize and Track Companies.

          Find companies that are in your target market, but not yet in Salesforce. This is an easy way to find a new set of companies that fit your Ideal Customer Profile (ICP) or are worth targeting.

          Sales reps are in search of TAM and they’re always looking for new quality opportunities. Oracle DataFox provides tools for you to find the TAM that’s not yet in your CRM.

          1. Sign in to Oracle DataFox and filter a new company search by companies Not Yet Synced in Salesforce.

            Note: To do this, you must have your Oracle DataFox account integrated with Salesforce. Check with your Salesforce admin if you're unsure about this.
            Accounts not synced to Salesforce

            Now, you have all the companies that aren’t yet in your CRM and therefore new to Salesforce.

          2. Narrow your target list. Filter these accounts with your target criteria. Here’s a walkthrough of how you can filter accounts: Prioritize and Track Companies.

          3. Label this list as Companies New to Salesforce. If you're a sales rep, then these are new accounts you can reach out to.

          Now, you can save that list of prospects as an Oracle DataFox list, save that search to track it moving forward, sync those new accounts over to Salesforce, or search for signals or insights on them.

          See Sync Accounts from Oracle DataFox into Salesforce Instantly.

            Bulk Sync to Salesforce

            As an intelligence platform, Oracle DataFox lets you transfer hundreds of selected companies to Salesforce. This allows users to create new accounts for their Salesforce instance.

            Let’s see how to take advantage of this feature.

            1. Sign in to your Oracle DataFox account.

              Note: To bulk-sync accounts, navigate to the Lists tab and do so from a static or dynamic list.
            2. Use existing static or dynamic lists if the data is relevant to your organization. If not, create static or dynamic lists.

              For details on creating static and dynamic lists, see the topic Overview.

            3. Review the selections before bulk syncing. Scroll through the filtered companies to make sure they’re correct.

            4. Click Sync to Salesforce.
              Sync to Salesforce

              You may receive a message to check for matching companies. Otherwise, your selected choices sync to your Salesforce instance.

            5. Click Settings, and then click Salesforce to see these synchronizations.
              Synchronization Settings

              The synchronization details show you the history of previous company syncs.

            Note: When you have newly synced bulk choices, it can take from several minutes to several hours before the list updates completely.

            If you want to sync accounts instantly, see Instantly Sync Accounts to Salesforce for details.

            Now, you understand how to bulk sync companies to your Salesforce instance for account profiling.

              Get Signals for Salesforce Accounts in Your Email or Slack

              Company signals improve your close rates when you target the right companies at the right time. You can use relevant news and events about your prospects to personalize your messages and get higher response rates.

              Timely signals can shorten the sales cycle by helping you reach out to buyers when they’re actually in the market to buy. For an overview on Oracle DataFox signals, see Overview of Company Signals.

              Signal Alerts on your Salesforce Accounts

              Creating dynamic lists allows you to create a list based on Salesforce accounts in your name. For an overview on dynamic lists, see .
              1. Set up your dynamic list for Salesforce accounts in your name using filters For an overview on using filters, see How You Prospect by Territory or Sourcing Criteria using Filters.

                This screenshot shows the Salesforce Account Owner field.

                Setup Salesforce Account Owner
              2. Click Save Changes, and then click Create Dynamic List.

                Create Dynamic List
              3. Select your alert frequency settings.

                Signal Alert Preferences
              4. Select the types of alerts you want to receive and click Save Alert Preferences, as shown in this screenshot.

                Save Alert Preferences
              5. To manage these alerts, click your user name, and then click Alerts.

              6. Click the Dynamic Lists tab.

                Dynamic Lists tab

              You should now receive alerts based on your selected settings. You can adjust or turn off alerts at any time.

                Leverage Salesforce Data to Prioritize and Create New Leads

                Oracle DataFox's powerful integration allows you to connect your current leads with existing opportunities or filter out leads to find net-new accounts.
                Note: Using this feature requires integration with Salesforce. See Salesforce Integration Overview.

                Add Salesforce Columns to DataFox

                1. Create a company search and apply relevant filters.

                2. Once the search is created, click Customize Fields under the drop-down, as shown in this screenshot.

                  Customize Fields
                3. Use the search bar in Customize Fields dialog box to find Salesforce fields. Then click the + sign to expand the fields as shown in this screenshot.

                  Customize Salesforce fields
                4. You can adjust the order of the columns by clicking and dragging the fields into place. Click Close to return to the company search.

                Find Companies with Most Leads

                To prioritize companies that have the most leads, click the SFDC Leads list and click Sort Descending, as shown in this screenshot.
                Sort Salesforce Leads

                Identify New Prospects

                To identify new prospects, filter the search to show companies with no leads.
                1. To execute, select Add a Filter, then Salesforce. Expand the Salesforce Leads field, and select Show me only companies where my team have no leads. Click Apply. This screenshot shows the Salesforce Leads field expanded.

                  Show companies where team has no leads
                2. You can quickly populate contact information from Oracle DataFox into Salesforce for centralized prospecting. Click on a company, then select the contact info tab, and Check for Matching Companies.

                  The option to sync company to Salesforce or create an account within Salesforce is also on the company profile page.

                  Sync Existing or Create New Account

                This is just an example of filtering capability available when the Salesforce and Oracle DataFox integration is complete.

                  View Opportunity Info on Synced Company Profiles

                  If your team has enabled syncing Salesforce opportunities, you can see opportunity info on Oracle DataFox company profiles synced to Salesforce. See: Set Up Salesforce Sync for Opportunities.

                  The opportunity info can give you more context on accounts with historical business opportunities.

                  To see opportunity info, navigate to the Oracle DataFox company profile and click the Salesforce Opportunities tab, as shown in this screenshot.

                  View Salesforce Opportunities

                  The opportunity info includes the opportunity name, opportunity owner, stage, amount, and close date.

                    Search for Salesforce Opportunities in Oracle DataFox

                    You can search and filter your lists using your Salesforce opportunity info. Your opportunity info can be helpful in understanding which companies might be more relevant due to past business opportunities or the last time an account went through your sales cycle.

                    To search and filter by opportunities, use the Add a Filter option and click Salesforce. Under Opportunities, there are options to filter by the number and amount of Salesforce for open opportunities, closed won opportunities, and closed lost opportunities, as shown in this screenshot.

                    Salesforce Opportunities

                    When you segment the companies, the option appears as shown in this screenshot.

                    Closed Lost Opportunities

                      Create Alerts and Signals for Closed Won Opportunities

                      You can request alerts and signals for Closed Won Opportunities in Salesforce. This is a great way to stay in touch with your customers and identify opportunities for upselling.

                      While Oracle DataFox is unable to pull in Opportunity fields in Salesforce like Closed Won, you can create an Account field in Salesforce to indicate there's a Closed Won Opportunity and then bring that field into Oracle DataFox.

                      If you currently have a field in Salesforce stating whether or not an account is a current customer, you're already halfway there. See Setting Up Salesforce Account Fields Overview for details on setting up additional Salesforce account fields to get started.

                      If you don't currently have a field in Salesforce stating whether or not an Account is a customer, you can create a custom field using the steps detailed in this topic.

                      Create Custom Field for Customers

                      1. Sign into Salesforce and click Setup

                      2. Click Build > Customize > Accounts > Fields.

                      3. Scroll down to the Account Custom Fields & Relationships section and click New to create a custom field.

                        New Custom Field
                      4. Select Picklist under Data Type, and then click Next.

                      5. Enter the details. This example shows three values: Active Customer, Attrited Customer, and Prospect, but you can type in whichever fields you use to differentiate your customers.

                        When you're done, the field details should look like this screenshot:
                        Custom field details
                      6. On the Establish field-level security page, retain the default settings, as shown in this screenshot.

                        Field-level security
                      7. Retain default settings on the next page where you select page layouts. Click Save.

                        Default page layouts

                      Now you have created your custom field. The next step is to create a workflow rule to ensure that the Account Status is correctly labeled every time an opportunity is marked as Closed Won.

                      Setup Workflow Rule

                      1. On the Setup page, click Build > Create > Workflows & Approvals > Workflow Rules.

                        Setup Workflow Rule
                      2. Click New Rule.

                      3. Define the object to which the workflow rule applies. In this case, let’s select Opportunity.

                        Select object
                      4. Name the rule Closed Won > Active Customer Flag for example. For the Evaluation Criteria, select created, and any time it's edited to subsequently meet criteria.

                        Evaluation Criteria
                      5. Create the Rule Criteria. Click Field and select Opportunity: Stage. Then, click Operator and select Equals. Lastly, click the Search icon next to the Value field to select your Closed Won stage. When you're done, the rule criteria should look like this screenshot.

                        Rule Criteria
                      6. Specify the Workflow Action. Click the Add Workflow Action list, and select New Field Update.

                        Add Workflow Action
                      7. Enter the name. Select Account from the Field to Update list, and then select Account Status.

                        Select the A specific value option under Picklist Options and select the option you created to represent an Active Customer, as shown in this screenshot.

                        Field Update
                      8. Click Save and then click Activate to make the rule go live in your Salesforce.

                        Activate Rule

                      You can now set up additional Salesforce fields to receive alerts and signals for your Closed Won Opportunities the same way you would with your other Salesforce accounts.

                      See also:

                      Contact Oracle Support if you want a walkthrough of this process.

                        Enrich and Clean Your CRM

                        Use Oracle DataFox features to enhance your Salesforce accounts with company data to assist with territory carving and account prioritization.

                          Oracle DataFox Enrich for Lightning Data Exchange

                          DataFox Enrich allows you to enhance your Salesforce accounts with company data to assist with territory carving and account prioritization.

                          User Benefits

                          Company data is embedded directly into your account view.

                          Oracle DataFox Enrich lets you embed artificial intelligence-sourced, human-audited company data directly into your account records which can improve the accuracy and efficacy of account scoring, territory planning, and outreach personalization. This screenshot shows the Account Smartling page with detailed company data.

                          Oracle DataFox Enrich

                          New Prospect Flow from Discovery to Paying Customer

                          Note: This section only applies to those who have purchased Oracle DataFox Enrich from the Lightning Data Exchange in Salesforce.
                          1. Search for the DataFox Enrich app in the App Store.

                            This is how the app looks in the App Store.

                            DataFox Enrich on App Store
                          2. Go to the available listing.

                            The app is available on the Salesforce AppExchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000Ecr3LUAR.

                            Salesforce AppExchange
                          3. Click Get It Now.

                          4. Authenticate as a Salesforce user to Get the App / Data Integration Rule.

                            Authenticate to get the Data Integration Rule
                          5. Select either to install in production or in sandbox.

                            Installation
                          6. Confirm the installation.

                            A confirmation email confirming that you installed the app is sent to you.

                          You now see your Account Data Integration Rule.

                          Account Data Integration Rule

                          To perform the diagnostic, find and click Run. You receive an email notification that the assessment has completed.

                          You now have access to Run Match Diagnostic Assessment, as shown in this screenshot.

                          Data Integration Rule Assessment

                          This screenshot shows the Data Integration Metrics page.

                          Data Integration Metrics

                          How You Configure Our App Live in Your Salesforce Account Records

                          You learn if you're approved by DataFox via LMA.

                          Note: No automated email notification is sent to inform you that the data integration rule is turned on. After this is turned on, Oracle Support will inform you. You notice that the only change is in the UX on the data integration rule.

                          These screenshots show the difference in the data integration rule.

                          This screenshot shows how the data integration rule looks before the feature is turned on.

                          DataFox Company Information Before Data Integration Rule

                          This screenshot shows the Edit Rule Settings button that’s visible after the feature is turned on.

                          DataFox Company Information After Data Integration Rule

                          Proceed to activation, as shown:

                          Activate Data Integration Rule

                          You can see the prompt as displayed in this screenshot.

                          DataFox Company Information Rule Details

                          Add Related Records to Embed Custom Object on Account

                          1. Navigate to page editor on Account Lightning App Builder - Account Record Page. Find Related Record.

                          2. Add the Related Record component and drag onto the page wherever you would like the Oracle DataFox data to show up.

                          3. Select the Related Record component that’s now on the page editor.

                          4. Select DataFox CustomObject as the Lookup field in the drop-down in the sidebar.

                          5. Click New update action to put a related record onto the page.

                          6. Click Update a record as the action type and name the action whatever you like.

                          7. Go back to the Account page editor in your previous tab.

                          8. Refresh the page.

                          9. Select your new update action, which should now be available in the sidebar on the DataFox CustomObject related record

                          10. Save the page.

                          Drag and Drop the Custom Object onto the Account View

                          Custom Object in Account View

                          Custom Object View in Salesforce

                          Custom Object View in Salesforce

                            How to Export Salesforce Accounts for Oracle DataFox Import

                            Salesforce allows you to export different account details and important date nodes. Let’s look at how you can do this.

                            1. Navigate to the Reports tab and click New Report.

                              New Report
                            2. Expand the Accounts and Contacts folder and select Accounts. Then, click Create.

                              Create Account
                            3. Set these filters:

                              • Show = All Accounts
                              • Date Field = Date Created
                              • Range = All time

                              This screenshot shows the filters.

                              Add Filters
                            4. Add these fields to the report, as shown in the screenshot:
                              Note: The selected field names may be different per preference.
                              • Account Name
                              • Account ID
                              • Website
                              • City
                              • State
                              • Country
                              Add Fields
                            5. Click Run Report.

                              Run Report
                            6. To export the report to an excel file (.xls), click Export Details.

                              Export Details
                            7. Click Export.

                              Export File

                            Now you know how to export valuable Salesforce data.

                              Salesforce Account and Lead Matching Logic

                              Oracle DataFox helps you maintain a clean CRM by matching your records in Salesforce with the Oracle DataFox database. The integrity of this data is maintained by more than hundred human analysts who verify millions of AI-sourced business insights. This topic explains the matching logic in this article to provide details about the process.

                              Here’s the process for matching accounts and leads:

                              • New accounts: Oracle DataFox uses a waterfall approach which attempts to match both account names and websites. If the account name cannot be matched, then only the website is matched. Or, if the website cannot be matched, then only the account name is matched.

                              • New leads: Lead email address domains are used to match leads for a company profile. If the domain can’t be matched or is a generic domain (such as gmail.com), Oracle DataFox attempts to match using the Company field on a lead object.

                                Sync Custom Information to Salesforce

                                This section provides details on syncing a list name into Salesforce and building technographic campaigns using Salesforce Reports.

                                  Sync a List Name into Salesforce

                                  Oracle DataFox is a robust database that allows you to target best-fit accounts. You can tag all the companies matching specific criteria in Salesforce to run Account-Based Marketing (ABM) campaigns or present sales reps with actionable tags like technologies their prospects are using. See Sales Operations Example Overview.

                                  Sync Any List Name to Salesforce

                                  There are two ways to push a list name from Oracle DataFox to Salesforce. First, you can navigate to the list tab to see all available lists and click the bidirectional arrow under Actions.

                                  Bidirectional Arrow in List tab

                                  Second, you can sync the list by clicking the bidirectional arrow after you select a list, as shown in this screenshot.

                                  Bidirectional Arrow

                                  After you select the arrow, you have the option to Sync List Name to Salesforce.

                                  Sync List Name to Salesforce
                                  Note: It’s important to use a specific naming convention for the list name as this is pushed over to the DF List field in Salesforce verbatim.

                                  Resync List Names to Salesforce Immediately

                                  If you want to resync the list name immediately to Salesforce, navigate to Settings > Salesforce > Synced Lists.

                                  Select your preferred lists and click Resync List Names.

                                  Salesforce Sync History
                                  Note: This update may take several hours before it shows up in your Salesforce instance.

                                  With this utility, you can organize stronger marketing campaigns and reach out to prospective new clients. To understand how this works in action, see Build Technographic Campaigns with Salesforce Reports.

                                    Build Technographic Campaigns with Salesforce Reports

                                    While you can create any list in Oracle DataFox and sync its name over to Salesforce, it helps to walk through a specific example.

                                    Let’s say you want to run a campaign to target all accounts using a certain technology. You can build a list from it in Oracle DataFox, and then push it to your team in Salesforce.

                                    This is an ideal strategy if you partner with companies using market technographic companies. You can create a search in Oracle DataFox for companies using market technographic filters, save the search as a Dynamic List, and push the list name to Salesforce to for your reps. Let’s see this example to understand how to push names.

                                    1. Sign in to your Oracle DataFox instance, and navigate to the Companies tab.

                                    2. Select Add a Filter. You can add market technographic filters.

                                      This screenshot shows the technographics filter.

                                      Apply Technographics Filters
                                    3. After the filters are applied, create a Dynamic List and give it a list name related to the search. For more information, see Create a Dynamic List.

                                      Note: List names should be clear and short as they’re transferred to Salesforce verbatim.
                                    4. Turn on List Name Syncing as shown in this screenshot. Turning the option allows you to push over your list to Salesforce.

                                      List Name Syncing in Manage Syncing List Names

                                    Now, on any account in Salesforce that’s on your synced list, you can see the name of that list from within Salesforce, as seen in this screenshot.

                                    Synced List Name on Salesforce Account

                                    Then, your reps can see the list name on an account record in Salesforce or run a report to get a list of all the companies with that name. To run a report, see Sync a List Name into Salesforce for details.

                                    If you don't see these options, check with your Oracle DataFox administrator for configuration. For details, see Set up List Name Sync in Salesforce.

                                      Salesforce Frequently Asked Questions

                                      What is the difference between Enrichment and Sync?

                                      Enriching your leads and accounts can be done effectively by syncing all your accounts/ contacts from Oracle DataFox into your CRM (Salesforce).

                                      Syncing Accounts

                                      Please note that the syncing can only be done when you have connected your Oracle DataFox account to Salesforce. You can sync one or multiple accounts, and it can be done in an instant. Just a few clicks here and there.

                                      Connecting Oracle DataFox Users to Salesforce Accounts

                                      To better enrich your leads and accounts, you get 40+ verified company data points on contacts, leads, and accounts on your database. You can get a comprehensive CRM diagnostic report that can help you compare your data against the system’s completely-clean, proprietary data.

                                      CRM Enrichment Overview

                                      CRM Diagnostics Overview

                                      Enrich leads and accounts

                                      I'm receiving an error message that says user isn’t admin approved to access the app. How do I resolve this?

                                      You’re getting this error message because certain users in Salesforce aren't authorized to access the Oracle DataFox integration. To resolve this, navigate to Setup > Manage Connected Apps > Oracle DataFox > Manage Profiles, and select which user groups should have permission.