5Set Up and Administer Salesforce Powered by Oracle DataFox

Integrate with Salesforce

The current version of the installation package is DataFox Orchestrate v1.32.4.

You can use these links to install the package for either production or sandbox from the Salesforce AppExchange.

Before You Start

Here are the prerequisites to install and use the DataFox Sync package for Salesforce:

  • Enterprise Edition Salesforce instance; or Professional Edition Salesforce with API access.

  • Admin privileges for installation.

Installation

  1. Sign in to your Salesforce instance.

  2. Navigate to the production or the sandbox link provided earlier in this topic to initiate the installation of the current version of the DataFox Sync package.

    If you’re installing the integration for your sandbox instance, make sure you use your sandbox login.

  3. Select Install for All Users and click Install.
    Note: Ensure to Install for All Users.

    A loading indicator informs you that the package is being installed.

    The Installation may take a while to complete. You’re notified via email when the installation completes. Otherwise, you see an Installation Complete message.

You now have successfully installed the DataFox Sync package for Salesforce.

    Set Up the Oracle DataFox News Canvas App

    The Salesforce Canvas application bundled in the DataFox Sync package allows users in Salesforce to see DataFox information in the Account, Contact, or Lead pages.

    Grant Access

    To enable the canvas application, you must grant access to users within Salesforce.

    1. Navigate to Setup, and select Administer > Manage Apps > Connected Apps.

      Connected Apps
    2. Click the link to the DataFox Connected App from the Connected Apps page.

      DataFox

      This shows information about the DataFox Connected App.

      DataFox Connected App
    3. Click Edit Policies. In the OAuth policies section, select Admin approved users are pre-authorized from the Permitted Users drop-down list.

      OAuth policies
    4. In the message dialog box, click OK.

      Confirmation message
    5. Click Save.

      Save policies
    6. Click into DataFox under Master Label when you return to the Manage Connected Apps page. This helps you grant access to the appropriate user profiles within Salesforce.

    7. Click Manage Profiles in the Profiles section from the information page.

      Manage Profiles
    8. On the Application Profile Assignment page, select the appropriate profiles that you want to grant access to the Canvas application. You should be able to grant access to all users profiles.

      Application Profile Assignment
    9. Click Save.

    You have now granted access to the DataFox Connected App for all the profiles that you selected.

      Set Up Account Layout

      Let’s see how to add the DataFox News Visualforce page to the Account layout. Adding the page to the Contact and Lead layouts is similar. You must start from the Setup:

      1. Navigate to Build > Customize > Accounts > Page Layouts.

        Page Layouts menu
      2. Click the Edit link under Account Page Layouts.

        Account Page Layout

        The Account Layout edit page appears.

        Account Layout edit page
      3. Add a new section to the Account Layout and name it appropriately (for example, DataFox) and select the 1-Column layout.

        Add a new Section to Account Layout
      4. Click OK. You now see a new empty section with the name you selected. Now you can add the DataFox News Visualforce Page to this new section.

      5. Navigate to Visualforce Pages, as shown in this screenshot, and drag the DataFox News page into the new section:

        Visualforce Pages

        You see the DataFox News Visualforce page in the new section.

        DataFox News Visulaforce
      6. Hover over the DataFox News Visualforce page you created and click the wrench icon to edit the page properties.

      7. Set the properties to have 100% width, 400 pixels height, and select Show scrollbars. Click OK.

        Visualforce Page Properties
      8. Click Save as shown in this screenshot, to save the layout page.

        Save Account Layout

      You should now see the new section on every Account page.

      To see the content within the canvas app, you must sign in to Oracle DataFox and connect to Salesforce.

        Set Up Contact Layout

        To set up contact layouts:

        1. Navigate to App Setup > Customize > Contacts > Page Layouts.

          Page Layouts
        2. Click the Edit link under Contact Page Layouts.

          Contact Page Layout

          The Contact Layout edit page appears.

          Contact Layout
        3. Drag the Section box down to the Contact Layout and name it appropriately (for example, DataFox) and select the 1–Column layout.

          Section Properties
        4. Click OK. You see a new empty section with the name you selected.

          DataFox

          Now you can add the DataFox News Visualforce Page to this new section.

        5. Navigate to Visualforce Pages, and drag the DataFox News page into the new section:

          DataFox News

          You now see the DataFox News Visualforce page in the new section.

          DataFox News Visualforce
        6. Hover over the DataFox News Visualforce page you just created and click the wrench to edit the page properties. Set the properties to have 100% width, 400 pixels height, and select Show scrollbars. Click OK.

          Visualforce Page Properties
        7. Click Save to save the layout page.

          Save Contact Layout

          You now see the new section on every Contact page.

          To see the content within the canvas app, you must sign in to Oracle DataFox and connect to Salesforce.

          Set Up Leads Layout

          1. Navigate to Build > Customize > Leads > Page Layouts.

            Left column
          2. Click the Edit link under Lead Page Layouts.

            Lead Page Layout

            You now see the Leads Layout edit page.

          3. Add a new section from Fields, as shown in this screenshot.

            Lead Layout Fields
          4. Add a new Section to the Leads Layout by dragging and dropping. Name it appropriately (for example, DataFox) and select the 1-Column layout.

            Section properties
          5. Click OK. You see a new empty section with the name you selected. Now let’s add the DataFoxNews Visualforce Page to this new section. Navigate to Visualforce Pages and drag the DataFoxNews page into the new section.
            Visualforce Pages tab

            You see the DataFoxNews Visualforce page in the new section.

          6. Hover over the DataFoxNews Visualforce page you just created and click the wrench to edit the page properties. Set the properties to have 100% width, 400 pixels height, and select Show scrollbars. Click OK.

            Visualforce page poperties
          7. Click Save to save the layout page.

            You now see the new section on every Leads page.

            Salesforce app

            To see the content within the canvas app, you must sign in to Oracle DataFox and connect to Salesforce.

            Oracle DataFox Sync

            The real power of the Oracle DataFox Sync package is in enabling data sync between Oracle DataFox and Salesforce. The main configuration step here is in defining the field mappings.

            DataFox Settings

            Navigate to the Oracle DataFox Settings tab. If the tab isn't available, click the Add icon as shown in this screenshot, to get to all the tabs you have available, including the Oracle DataFox Settings tab.

            Plus button

            From the DataFox Settings tab, you can set the mappings of fields from Oracle DataFox to Salesforce when syncing companies as accounts and people as contacts or leads.

            Tabs list

            This screenshot shows the Oracle DataFox and Salesforce field mappings.

            Field Mappings

            Field Mappings

            The configuration is already pre-populated with reasonable mappings.

            Note: Some Salesforce fields have the dfox__ prefix. These are fields that are bundled in the Oracle DataFox Sync package since they do not have default counterparts in Salesforce.

            The address fields are special because of the dependence between countries and states in particular. This is due to the State and Country Picklists which are often enabled in Salesforce organizations. Because of the nature of the address fields, it’s important that they are mapped to parts of the same address field within Salesforce (the default is to map to the BillingAddress).

            The Overwrite option determines whether syncing from Oracle DataFox to Salesforce overwrites the corresponding Salesforce field if the Salesforce field is already populated. By default, only the Oracle DataFox custom fields are overwritten when syncing. Any empty fields in Salesforce is automatically written on when syncing from Oracle DataFox, regardless of the Overwrite setting.

            You can also choose not to populate any Salesforce fields from an Oracle DataFox field by selecting None from the Salesforce Field drop-down list for that Oracle DataFox field.

            Oracle DataFox Custom Fields

            To make use of the custom Oracle DataFox fields when using the Oracle DataFox Sync package, it’s very useful to add a new section with the custom fields to the account, contact, and lead layouts. In this example, let’s look at the Account layout.

            1. Navigate to Customize > Accounts > Page Layouts from the Build section. Click the Edit link for the Account Layout page.

            2. Create a new section on the account page by dragging a section from the edit bar. In the Section Properties dialog box, name the section (for example. DataFox Info) and select the 2-Column layout.

              Section properties dialog
            3. Add the custom Oracle DataFox fields to this new section by dragging them from the Fields section of the edit bar. The custom Oracle DataFox fields start with DF.

              Fields option
            4. Click Save after adding the custom Oracle DataFox fields.

            Instant Triggers

            You can enable or disable Oracle DataFox Instant Sync for Ongoing Enrichment. You can do these sync tasks:

            • Automatically sync newly created Salesforce records into the Oracle DataFox prospecting platform.

            • Immediately enrich synced records with Oracle DataFox’s firmographic data (according to your specified field mappings).

            • Continue to enrich synced records with Oracle DataFox’s firmographic data whenever they’re updated.

            Save settings option

            The trigger sync is controlled on creation when new records are established, or on update when records are revised.

            You can set Max Updates Frequency on a per record basis to limit syncs during certain time frames. For example, if you set the frequency to update every hour, Oracle DataFox updates the record hourly regardless of the number of revisions within the hour. Of course, if a new record comes in or another record is revised, they’re updated immediately.

            Company Stopwords

            To reduce the likelihood of false positives during matching, you can modify the stopwords ignored in the matching process. Common stopwords include Corp, Corporation, LLC, and so on (that is generic words in a company's name that do not help differentiate the name of one company from the name of the other).

              Connect Oracle DataFox to Salesforce

              To start using the Oracle DataFox sync functionality, you must connect to Salesforce from Oracle DataFox. You can do this from the account page within the Oracle DataFox application.

              Without connecting, you won’t be able to see information in the DataFoxNews canvas app and you won’t be able to sync companies and people between Oracle DataFox and Salesforce.

              Click Connect in the Salesforce section from the Account Settings page in Oracle DataFox.

              Salesforce tab

              After you’re connected, the Salesforce Sync section shows that you’re connected, with the option to Reconnect.

              Reconnect button

              You can now sync companies in Oracle DataFox as accounts in Salesforce and people in Oracle DataFox as contacts or leads in Salesforce. For example, you can sync Spotify in Oracle DataFox to the Spotify account you already have in Salesforce.

              In Salesforce, you now have all the information synced from Oracle DataFox along with the DataFox iFrame, as shown in this screenshot.

              DataFox iframe
              Note: If you’re still not able to see the iFrame, you must allow third-party cookies in Chrome. To know how to change the cookie settings, see Change your cookie settings in the article Clear, enable, and manage Cookies in Chrome.

                CRM Insights

                You can enhance your accounts in Salesforce with actionable business insights and intelligent workflows.

                  Discover Accounts with Summaries

                  With Oracle DataFox Insights, you can not only find key firmographic information about your current customers, but you can also locate similar companies worth targeting with only a couple of mouse clicks.

                  You can get to the Insights tab from a saved list or company search inside of Oracle DataFox. In the example below, let’s create a search based on information from our Salesforce instance.

                  Let’s start by filtering a company search focused on companies owned by a specific sales rep at a prospect tier of 1 or 2. Let’s ask Oracle DataFox to gather a list of known companies that we believe will get the best value for our product.

                  From there, let’s click on the Insights tab to learn more about our prospects. Afterward, we can click on any of the checkboxes on this page to select criteria for a new search based on the trends we see in our current prospects.

                  The Insights on this particular set is telling us that most of these companies are in the SaaS and Finance space, with between 10 and 200 customers, and up to $5M in funding. By selecting all of those options, we are setting the criteria for a new search of companies in Oracle DataFox.

                  Company Search screenshot showing the comparison by industry keywords

                  It's important to make sure that we make the selection for companies not currently synced to Salesforce. This ensures we will only see new companies in our search.

                  Screenshot showing selection of companies not synched to Salesforce

                  From there, let’s scroll up and click the Create a New Search from this Selection button.

                  You see more companies like the ones you've sold into, along with a clear set of talking points about why you are reaching out to them. In this case, they fit the range and archetype of similar successful customers.

                  How You Integrate with Oracle DataFox

                  There are a few quick ways to integrate from the Oracle DataFox web app:

                  • If you have that list of customers in a spreadsheet already, then import it to Oracle DataFox. For details, see Import Company Lists.

                  • New List in DataFox: You can create a new List in DataFox and quickly type in a few of the top customers you can think of.

                  • You can run a Company Search report from within Oracle DataFox to find companies that meet your ideal criteria. For details, see How You Prospect by Territory or Sourcing Criteria using Filters.

                  If you don't have a list of best customers:

                  • Filter down to a list of your ideal type of customer using DataFox Company Search.

                  • Pick a Conference or Award List you like, filter it as desired, and then look at insights on those companies. You can use our Conference Intelligence or Public Lists to find thousands of these kinds of lists.

                  Then, click the Insights tab and view real-time insights into your ideal prospect.

                    Use Live Insights for Salesforce Accounts

                    See live company insights from within Salesforce, including:

                    • News Signals - recent milestones it's achieved

                    • Similar Companies - competitive landscape

                    You can see enriched information from Oracle DataFox for your leads, contacts, and accounts.

                    If you can't access these Insights, ask your admin to set up your Salesforce Integration with the iFrame on each of these three pages.

                    See Integrate with Salesforce.

                    You see this information on any account, lead, or contact page in Salesforce.

                    Here's how it looks in Salesforce (Lightning Experience).

                    Insights in Salesforce Lightning Experience

                    This helps you dive deep into any company from within Salesforce, for example, Twilio.

                    You can even get News Signals on key milestones your target accounts have reached.

                    See Overview of Company Signals.

                    This screenshot shows Contact Info, found within any company profile.

                    Contact info in the company profile

                    This screenshot shows Similar Companies in Salesforce.

                    See Build a Company's Competitor List with Similar Company Search.

                    Similar companies

                    Here are a few fields contained in the Oracle DataFox insights iFrame for Salesforce:

                      Build Reports with Custom Oracle DataFox Information

                      Not only are you able to pull in custom company information from Oracle DataFox into your Salesforce instance, but you can include that information in your Salesforce reports as well.

                      Leveraging Oracle DataFox information allows you to run much more powerful opportunity and account reports in Salesforce using the constantly refreshed data that updates automatically.

                      This is ideal for Sales operations professionals who are working on territory or account assignments, sales reps who want to prioritize their accounts that fit their company's ICP, and much more.

                      Let's say you want to create a report of accounts that haven't been touched by your sales reps in the last 30 days, but you would also like to include qualifiers to make sure that you're only pulling in results that fit your ICP. Let’s walk through these steps in the example below.
                      1. First, we'll click on the Reports tab and select New Report.

                        Reports and Dashboards screenshot
                      2. From there, we're going to select Accounts and click Create.

                        Select Report Types to Hide screenshot
                      3. Now, let's pull in some information from your Salesforce instance. We'll add a filter to show all accounts that are not current customers and haven't been touched by a sales rep in the last 30 days.

                      4. We'll do this by selecting the Customer Status (under Custom Info) option and dragging it over your Data Fields.

                        Screenshot showing Filter that appears by selecting Customer Status
                      5. Then we'll create the formula so it reads Customer Status not equal to Active Customer. That way, we're pulling in an account that is not a current customer, even if the field is blank.

                      6. From there, we'll select the Last Activity option and drag it over to the Data Fields section under Customer Status. Then, we'll select Less Than on the pick list and type in 30 days ago. It should look like this screenshot:

                        Last Activity Filter screenshot
                      7. Next, we can start pulling in some Oracle DataFox information. By typing DF into the Quickfind search bar, you can see a list of all of the information that we can gather from Oracle DataFox:

                        Fields screenshot showing searching for DF fields
                      8. In the example below, we want to know which of these accounts are SaaS companies that use Salesforce or Marketo, with at least $2 million in funding. We will drag over the appropriate fields from Oracle DataFox and include them in our report. When we're finished, it will look something like this screenshot.

                        Accounts Filter screenshot
                      9. After you've determined the rest of your criteria, click Run Report. From there, you can group your results by Account Owner and have a custom list of accounts to assign to your reps to start targeting.

                        Report Results screenshot
                      This is only one example of the type of information we can gather in your Salesforce instance from Oracle DataFox. For a complete list of fields that we can gather, see Oracle DataFox Fields for Salesforce Integration.

                        Administer Salesforce Powered by Oracle DataFox

                        This chapter contains setting up and configuring Oracle DataFox within Salesforce.

                          Oracle DataFox and Salesforce Sync Settings

                          Oracle DataFox recently released three administrator features to enhance our already robust Salesforce integration. The goal is to provide better control of your daily sync settings and quickly alert you to potential sync errors you might encounter, so you can quickly resolve any issues,

                          First, we’ve separated the daily sync of contacts and leads to provide added control of your Salesforce API calls.

                          To view this, sign in to your Oracle DataFox instance and navigate to Settings > Salesforce > See Admin Settings.

                          DataFox for Salesforce Admin Settings

                          Your daily Sync is now split into three categories (Accounts, Leads, and Contacts) which will allow you to better control the daily resync rate and control your API calls.

                          Sync categories in the Sync Settings page

                          Secondly, there is now a new table available to admins in the Settings > Salesforce > Salesforce Sync History > Daily Syncs that will provide insight into when the last daily syncs occurred and if they finished successfully or with error. This will allow you to closely monitor large sync projects to immediate identify any potential errors.

                          Salesforce sync history screenshot

                          Finally, there is now an option to opt into a daily email notifying you of any Salesforce sync errors that may have occurred in the daily refresh. This is a great way to monitor the integration and confirm any process or workflows you’ve built out in Salesforce isn’t causing an error when Oracle DataFox tries to refresh your CRM.

                          Screenshot showing selection of email me about resync errors

                          Received email alerts will look like this:

                          Screenshot showing review errors with your daily salesforce sync

                            Resolve Salesforce Field Permission Errors

                            For initially syncing DataFox to Salesforce, you may run into an error where DataFox cannot sync to an Account(s) due to a field permission error like the one below:

                            SFDCError: Field Permissions Error: FLS Exception Account -> NumberOfEmployees (dfox)

                            This error indicates the sync user does not have read and write permissions for that field in Salesforce. Sync users need read and write permissions for these fields because DataFox is enriching these fields.

                            To resolve these errors, you'll need to adjust the Field Accessibility settings for all fields where DataFox is enriching the field per your field mappings. You can follow the below steps to adjust field permissions in Salesforce.

                            First, go to Salesforce Setup and select Field Accessibility. On the Field Accessibility page, select the Object where you want to adjust the field permissions. In this case, we're selecting the Account Object because we want to adjust the permissions on the NumberOfEmployees field:

                            Field Accessibility screenshot

                            On the Field Accessibility Account page, select View by Fields and then select the field you want to view. In this case, we're selecting the Employees field:

                            Field Accessibility Account screenshot

                            As you can see in the above example, Field Access is "Hidden" for all user profiles. For any user profile that's associated with a DataFox sync user, you'll want to adjust the Field Access settings so the user profile can read and write to the field. To do so, click on each profile and adjust the Field-Level Security settings such that the box is checked for Visible and unchecked for Read Only per below:

                            Screenshot showing the Field-level Security Settings for Employees

                            Once the adjustments are made, click Save.

                            You'll need to repeat these steps for any other fields where sync users do not have field access and for any Salesforce user profile associated with a sync user.

                              Many-to-One Salesforce Mapping

                              You can now enrich multiple Salesforce Accounts with the same Oracle DataFox company profile. Many-to-One Salesforce Mapping will allow you to sync multiple Salesforce Accounts to one Oracle DataFox company. For example, if you have multiple Salesforce profiles related to business lines or segment geographic territories (e.g. Google APAC, Google EMEA, etc.), you can identify a primary account and enrich all secondary accounts with firmographic information.

                              Company Profile: Sync a Primary Account

                              1. From an unsynced company, you can click the SYNC button to sync that company to a Salesforce account:

                                Salesforce Accoubts Sync button

                                A correctly synced company should appear as follows:

                                Salesforce Accoubts synched screenshot
                              2. The initial sync will make the Salesforce Account the primary account for many-to-one syncs. This means Oracle DataFox will show Salesforce Account info like Opportunities and Account fields from the Primary Account.

                                You are then able to disconnect this account via the dropdown.

                                Disconnect Option in the Salesforce Accounts page
                              3. If you encounter an error while syncing, you’ll see an error like the one below with a link to Details for more information.

                                An Error Dialog Box when Synching Accounts

                                Once the error is fixed, you can use the RETRY SYNC button to successfully sync the company. Clicking the Cancel button will bring this back to the original synced state

                              Company Profile: Sync a Secondary Account

                              1. After syncing a Primary Account, you’ll have the option of syncing secondary accounts where Oracle DataFox will enrich fields on the secondary Account.

                                To sync a secondary account, you can select the option to Connect Another Account. From there, you can paste in the Salesforce Account url for the secondary account to sync.

                                Screenshot showing Synching Another Account
                              2. A correctly synced company should appear as follows:

                                Secondary Account Synch screenshot

                              Once synced to a secondary account, you’ll have the option to sync additional secondary accounts using the Connect Another Account option.

                              Company Profile: Promote a Secondary Account to Primary

                              1. Once you’ve connected one or more secondary accounts, you can promote a secondary account to the primary account using the dropdown menu next to the secondary account:

                                Screenshot showing option to make the secondary account primary
                              2. If the new account has a different number of attached Opportunities or Contact/Leads, this number is updated on the company profile, along with any account fields from the primary account:

                                Salesforce Accounts screenshot showing details for the primary and secondary accounts

                              Company Profile: Disconnect a Secondary Account

                              1. From a company profile with multiple Accounts connected, disconnect a secondary account from the dropdown menu.

                                Screenshot showing the option to disconnect the secondary account
                              2. If you disconnect a secondary account, profile should return to original synced state.

                              Company Profile: Disconnect a Primary Account

                              1. From a company profile with multiple Accounts connected, disconnect a primary account from the dropdown menu.

                                Screenshot showing the option to disconnect the primary account
                              2. If you disconnect a primary account, the secondary account should automatically be promoted and you should be presented with a notification:

                                Message to notify that the primary account has been disconnected

                              Salesforce Account Trigger: Deleting Primary and Secondary Accounts

                              If you delete a primary account in Salesforce, the oldest secondary account will be promoted to primary automatically.

                              If you delete a secondary account, the sync will be removed with no impact on the sync to the primary account.

                                Sync Leads and Contacts to Salesforce

                                The Oracle DataFox Salesforce integration enables bidirectional syncing between the platforms. It ensures Accounts are enriched with Oracle DataFox company data. It also ensures that Opportunity, Lead, and Contact information is regularly synced to Oracle DataFox, where it can be used to provide your team with timely, actionable information.

                                This article will show you how to configure your settings to ensure the right information is passed from Salesforce to Oracle DataFox and vice versa.

                                1. First, login to your Oracle DataFox instance and navigate to Settings.

                                  Settings option on the Home Page
                                2. Afterward, navigate to the Salesforce tab. Here, you will see a variety of information regarding your Salesforce sync. You will want to select the Sync to Salesforce option if not done already.
                                  DataFox for Salesforce screenshot showing the Sync to Salesforce option
                                3. Open the Admin Settings panel. Here, you will need to adjust settings as desired, from resync frequency to the amount of companies synced.

                                  Afterward, check the Sync Your Leads and Contacts option and then Save Changes.

                                  You can also choose to sync your Opportunities and Opportunity Amounts here. This is helpful for reporting, and can also be used in Account Scoring criteria.

                                  Salesforce Resync Settings screenshot

                                  When you’re syncing to an Account for the first time, company data will enrich in Salesforce immediately. However, your Lead and Contact numbers will update according to your resync settings. When you promote a Secondary Account to Primary, these numbers will update within a few hours.

                                  Salesforce Accounts screenshot with Leads and Contacts details

                                  Map Account Scoring to Salesforce

                                  You can map Account Scoring fields to your Salesforce instance for better prospecting. We’ll show you how in this brief tutorial.

                                  Log in to your Salesforce instance. Navigate to Setup.

                                  1. In your Salesforce instance, select Build, Customize, and then Fields.

                                    Screenshot of Build option in the Salesforce Instance
                                  2. Scroll down to Account Custom Fields and Relationships and select New. Select the Text option.

                                    Account Custom Fields and Relationships in the Salesforce Instance
                                  3. When entering details for the first value, enter Account Scoring C.

                                    New Account Custom Fields and Relationships showing the Field Label as Account Score

                                    Once applied, you can continue to adjust security and layout fields. We’ll leave these as default for now.

                                  4. Once done, click Save and New.

                                    We’ll create another text field by following the same steps above.

                                  5. For the second text value, input Account Scoring Tier.

                                    New Account Custom Fields and Relationships showing the Field Label as Account Tier

                                    Once confirmed, check to make sure the fields are properly mapped in your Oracle DataFox settings.

                                    Screenshot showing field mappings in DataFox settings

                                    Create and Map SimilarWeb Fields

                                    SimilarWeb measures web traffic allowing you to identify interesting companies to target. You’re able to map these data points to Salesforce fields by creating custom fields and confirming the mapping is correct.

                                    First, please make sure the most recent Salesforce package is installed.

                                    Next, log in to your Salesforce instance and navigate to Setup > Builds > Customizetab. Under this, find and select Accounts and then the Fields object.

                                    Salesforce Setup screenshot
                                    Selecting Build and Customize in the Salesforce isntance

                                    Then, select New under Account Custom Fields & Relationships.

                                    Account Custom Fields and Relationships screenshot

                                    We will now create a New Number Custom Field.

                                    Creating a new Number custom field

                                    Under Field Label, we will input DF Similar Web Rank. Once done, it should look similar to this:

                                    Screenshot showing the field label as DF Similar Web Rank

                                    After you select next, choose the Security Field settings and Save. Please note, you will need to repeat the steps above to generate a custom field for DF Similar Web Monthly Visits.

                                    Finally, navigate to Oracle DataFox settings to map the SimilarWeb Rank and Monthly Visits the custom fields.

                                    DataFox Settings page for mapping

                                      Confirm Industry Field Mappings

                                      Oracle DataFox has mutually exclusive, proprietary industry classifications that can be mapped to Salesforce to efficiently balance territories by industry. In order to see these data points in Salesforce you’ll need to generate custom fields and map them within the Oracle DataFox settings.

                                      1. First, please make sure the most recent Salesforce package is installed. Then, go to the Oracle DataFox Settings within Salesforce to confirm the industry fields are available.
                                        Plus icon
                                        Oracle DataFox Settings
                                      2. Once you’ve confirmed the industry mappings are available, you’ll need to generate custom fields to map these values to by returning to your Salesforce instance and select Setup.
                                        Industry fields
                                        Setup
                                      3. Once there, navigate to Build > Accounts > Fields. Select Fields.

                                      4. Once you select Fields, you will see a new page for Account Fields. Here, scroll to the middle of the screen (Account Custom Fields & Relationships) and select New.

                                      5. Here, under Data Types, find and select Text Area.

                                      6. Now, we will fill out the details of our custom field.

                                        For field label, we will input DF_Industry and Field Name DF_Industry_c.

                                      7. Select Next, choose the security preferences, then select Save. Please note, you’ll need to repeat this process for the DF Sub Industry as well.

                                      Map Custom Industry Fields

                                      With your custom fields now added, you need to map them. To do so, return to Oracle DataFox Settings.

                                      Under Oracle DataFox Settings, locate Industry and Sub-Industry. Set these to the correct fields with the drop down (Industry > DF_Industry_c and Sub Industry > DF_Sub_Industry_c) and spot check an account to make sure this information is being passed through to your custom fields.

                                        Run a Salesforce Report to Find Oracle DataFox Accounts

                                        Oracle DataFox will help you find and prioritize your best fit accounts. The Salesforce integration allows you to push these prospects from the Oracle DataFox database into the CRM to track progress and conversations.

                                        In Salesforce, you can run a report to see companies sourced from Oracle DataFox to determine your ROI which allows the leadership team to ensure reps are targeting and tracking the right accounts in Oracle DataFox.

                                        We’ll show you how to take advantage of this utility in our quick tutorial.

                                        1. First, you need to login to your Salesforce instance. Afterward, find and select the Reports tab.

                                        2. Afterward, select New Report.

                                        3. At the default screen, select Create.

                                        4. At the next screen, you will need to make several adjustments for accuracy.

                                          Please make sure that you set the Show field to All Accounts and set your desired date range. In our example, we'll set the date range to Custom and 7/1/2018.

                                        5. Once finished, the fields should look similar to this:

                                          Report filters
                                        6. Now, you will want to add the proper field into your report. To expedite this process, you can type source in the search function:

                                          Adding field to the report
                                        7. Now, drag DF Sourced From DataFox into the Filters section. Adjust the value to True.

                                          Setting up filters
                                        8. After the value is set to True, you can run the report.

                                        After you complete the report, this pulls in all companies pushed from Oracle DataFox to Salesforce.

                                          Set Up Salesforce Sync for Opportunities

                                          You can now see, search, and filter for opportunity info on your synced accounts in Oracle DataFox. Viewing and searching for opportunity info helps your team better understand high-priority accounts with past opportunities or segment accounts based on those with the highest likelihood to flip.

                                          To add syncing for your opportunity info, your group's admin will need to enable these settings in Oracle DataFox. Here's a short video walkthrough.

                                          In Oracle DataFox, your group's admin can go to Settings > Salesforce > See Admin Settings.

                                          Salesforce Settings page

                                          There are two checkboxes for syncing opportunities. By checking Sync Your Opportunities, Oracle DataFox will bring over opportunity info such as Opportunity Name, Opportunity Status, and Opportunity Date. You can also bring over the associated amount by checking Sync Amounts.

                                          Once these boxes are checked, the opportunity info will sync over during your nightly data refresh.

                                            Sync List Names in Salesforce

                                            Oracle DataFox Integration for Salesforce is a powerful tool useful for marketing and sales teams to identify best-fit accounts in Salesforce.

                                            One challenge is, you may want to build searches or identify lists in DataFox and then run a report in Salesforce for these companies. This can be helpful for pushing values to Salesforce.

                                            Marketing teams can use these list names to run campaigns on groups of companies. Their Sales leadership can bubble up interesting data points so the team is aware of key information during the prospecting and sales cycle.

                                            One-Time Setup of DataFox List Name Syncing in Salesforce

                                            Log in to your Salesforce instance and navigate to Oracle DataFox Settings.

                                            Salesforce DataFox Settings

                                            The updated Salesforce package should push the list name over by default in the settings, but you'll want to confirm the list name is being mapped correctly as shown in this screenshot.

                                            DataFox and Salesforce field mappings

                                            All companies in your Oracle DataFox List will be tagged in Salesforce with your list name.

                                            This is a great way to notify your sales teams of specific company lists or campaigns you want them using during the sales cycle or other highlight other data points that would be valuable during the sales cycle. Please see image below of how the list name would appear in Salesforce.

                                            Account detail in Salesforce

                                            Syncing List Names Immediately

                                            Run into a case where you need the list names synced immediately? An advantage to list name syncing is the ability to push names to Salesforce instantly. Normally, syncing with Salesforce requires 24 hours to update. With this method, however, you can accomplish this in seconds.

                                            1. To do so, navigate to Settings in your Oracle DataFox instance.

                                              Settings option
                                            2. Afterward, select Salesforce. Here, you should see your Salesforce Sync History.

                                              Salesforce Sync History
                                            3. Select the List Names tab. On this module, there's an option for Resync List Names. Check relevant boxes and select it. Checked boxes will instantly push over to Salesforce.

                                              Salesforce Sync History page with option to resync list names

                                            With this utility, you can organize stronger marketing campaigns and reach out to prospective new clients. Your reps can run reports in Salesforce to pull those DataFox company lists.

                                            To see how this might work in action, check out our example article for setting up a technographic campaign.

                                              Grant Login Access to Support Organizations in Salesforce

                                              You can provide login access to your Salesforce sandbox module. This topic shows you how.

                                              Adding the Permissions

                                              1. In order to modify these permissions, first log in to your Salesforce instance. Afterward, navigate to your name and under the drop-down, select My Settings.

                                                Salesforce My Settings screenshot
                                              2. On the left-hand tab, select Personal. The tab will reveal additional options. From them, select Grant Account Login Access.

                                                Grant Account Login Access option
                                              3. Now, you have the option to adjust permissions as you desire. These can be set for specific timetables, such as a day, or a duration up to a month. Adjust as necessary.

                                                Grant Account Login Access Page
                                              4. Afterward, click Save.

                                              You have now modified permissions for external apps or organizations.

                                              Adding External App Provider

                                              If you don’t see the app or organization, you will need to modify your Security Controls under Setup.

                                              Login Access Policies

                                              You can reach this by selecting Setup > Security Controls > Login Access Policies. Here, modify as required, and click Save.

                                              This will allow you to customize access permissions as needed.

                                                Map NAICS Codes to a Custom Industry Picklist

                                                Creating a Custom NAICS Text Field in Salesforce

                                                Oracle DataFox draws from NAICS codes to create specific results for better, actionable prospecting. You can also integrate this with Salesforce by creating a custom, text-based Field. Creating said fields will allow users to take advantage of NAICS industry mapping.

                                                This allows us to automatically assign custom industries based on the NAICS codes. This results in improved accuracy and territory carving since there's less reliance on manual decisions.

                                                We’ll show you how in this article.

                                                Creating the Custom Text Field

                                                1. Before you begin, log-in to your Salesforce account and select Setup.

                                                  Setup
                                                2. From here, navigate to Accounts on the left tab and select Fields. To expedite this, you can search Accounts in the search bar.

                                                  Leads fields option
                                                3. Here, you’re presented with a new page. Navigate by scrolling down until you see Account Custom Fields and Relationships. Select New.

                                                4. The goal is to fill the Custom Field information with valuable data from Oracle DataFox. Therefore, on the next page, scroll down and select Text. It’s important that the field is Text because NAICS codes are numbers.

                                                5. Once done, select Next.

                                                  Here, you will want to input details about the Custom Field. For now, we’ll use the example name DataFox Industry Mapping for the Field Label. However, you may input any name as desired.

                                                6. For length, select a value between 6-10. Modify the description content as desired. Once complete, select Next.

                                                7. The next window handles permissions and security. For our example, we’ll leave these checked by default, but you may modify them as needed. Afterward, select Next.

                                                8. The following window is for page-layouts. Once again, for the example, we’ll leave these values blank. However, you can adjust as necessary.

                                                  New custom field page

                                                  Once satisfied, click Save.

                                                You’ve now created a Custom Field specifically for NAICS mapping. This will allow you to take advantage of the Oracle DataFox filter and integrate it with Salesforce.

                                                  Create Custom Fields for Opportunities in Salesforce

                                                  You can prioritize your accounts using opportunity info in both Salesforce and Oracle DataFox.

                                                  Adding Salesforce opportunity info to related accounts is helpful for running reports on your accounts for historical opportunities. For instance, you can see which accounts had lost opportunities in the past or see the total number of opportunities for a given account.

                                                  For Oracle DataFox, adding opportunity info to accounts allows you to bring this reporting into Oracle DataFox. You can screen accounts based on historical opportunities, or add past opportunities as key criteria for account scoring.

                                                  To set up this reporting, you’ll need to create custom fields on the Account object.

                                                  Below are instructions on how to add fields to the Account record for the number of closed won opportunities, closed lost opportunities, and open opportunities.

                                                  Once these fields are added to Account records, you can bring these fields into Oracle DataFox for screening companies and set criteria for Account Scoring.

                                                  Creating Number of Open Opportunities in Salesforce

                                                  For the greatest value, we need to create custom Account records in Salesforce for Open Opportunities, Closed Won Opportunities, and Closed Lost Opportunities. We will begin with Open Opportunities.
                                                  1. First, log in to your Salesforce account. Select Setup.

                                                    Salesforce Setup
                                                  2. On the left, under Customize, navigate to Accounts and select Fields. Conversely, you can type in Accounts in the search bar to quickly bring up the tab.

                                                    Selecting Accounts from Build options
                                                  3. From the Fields tab, scroll down to Account Custom Fields and Relationships. Click New.

                                                    Account Custom Fields and Relationships
                                                  4. Here, select Roll-Up Summary and click Next .

                                                    Roll-up Summary selection
                                                  5. On the next page, you will enter details about the Custom Field.

                                                    In our example, we’ll name it Number of Open Opportunities, but you are free to input any info you prefer.

                                                  6. You can add details about the field as well. Once complete, select Next.

                                                    Enter the details section
                                                  7. The next page is Define the Summary Calculation. Here we’ll input specific data that determines calculations and what kind of data is shown.

                                                  8. Under the drop-down for Summarized Object, select Opportunities.

                                                    Under Select Roll-Up type, choose Count.

                                                    New Custom Field page
                                                  9. Now, new options will appear under Filter Criteria. To specify our Opportunity field, select Only records meeting certain criteria should be shown.

                                                  10. Here, we need to add prerequisites to get the results desired. As such do the following:

                                                    • Change Field to Closed

                                                    • Change Operator to Equals

                                                    • Set Value to False (Do so, click the magnifying glass icon and select False)

                                                      Filter Criteria

                                                      Once done, select Next.

                                                      The next window is for Field Security permissions. You may edit these as preferred, but for our example, we’ll leave them as is. Select Next.

                                                      Field security permissions

                                                      The next page is for Account Layouts. Again, you may adjust these, but for the example, we’ll leave them the same.

                                                      When satisfied, click Save. You have now created a custom field for Number of Open Opportunities.

                                                      New Custom Field page

                                                      We still need to create two additional fields for maximum value.

                                                      Next, we’ll make a custom field for closed won opportunities.

                                                  Creating Number of Closed Won Opportunities in Salesforce

                                                  Much like before, we’ll be following the steps above. This time, however, we’ll make small adjustments to filter for Closed Won Opportunities.
                                                  1. Return to Setup and under Accounts, select Fields.

                                                    Account Fields option under Build
                                                  2. On the next page, under Account Fields and Relationships, select New.

                                                    Account Fields and Relationships
                                                  3. Like the steps before, you will select Roll-Up Summary and select Next.

                                                    Roll-Up Summary option
                                                  4. At the details page, this time you will input different information.

                                                    For our example, we’ll title the field Number of Closed Won Opportunities. Once done, select Next.

                                                    New Custom Field screenshot
                                                  5. Now, you’re brought to the summary calculation page. We’ll adjust details for this field’s accuracy.

                                                    Like before, you will need to input the proper settings. Set Summarized Object to Opportunities, Roll-Up type to Count, and only records meeting certain criteria.

                                                    Select Object to Summarize page
                                                  6. Under Filter Criteria, we need to adjust options. Set them as shown:

                                                    • Field to Closed

                                                    • Operator set to Equals

                                                    • Value set to True

                                                      Filter Criteria
                                                  7. We also need to set an additional line of Criteria for this custom field:

                                                    Filter Criteria

                                                    Set them as shown:

                                                    • Field to Won

                                                    • Operator set to Equals

                                                    • Value set to True

                                                  8. Once done, click Next.

                                                  Like our steps before, the next page brings you to field security options. For now, leave these to their default options.

                                                  On the page layout window, we will also leave these the same. Click Save. You’ve now added the second part to our Salesforce custom fields.

                                                  However, to complete our set, we need to create one more custom field.

                                                  Creating Number of Closed Lost Opportunities in Salesforce

                                                  1. For our last Custom Field, you will perform the same steps as before.

                                                    Create a new field under Account Custom Fields and Relationships and select Roll-Up Summary.

                                                  2. On the details page, we’ll refer to this one as Number of Closed Lost Opportunities.

                                                    Enter the details section
                                                  3. After you add those details, select Next.

                                                    As with the other options, you will input selections as shown below:

                                                    Select Object to Summarize section
                                                  4. Now, we need to set the last criteria table before moving on.

                                                    Filter Criteria
                                                  5. Like before, you will need two lines:

                                                    • Set Field to Closed/Won

                                                    • Set Operator to Equals

                                                    • Set Value to True/False

                                                  6. Afterward, select Next.

                                                    For Security fields and page layout, we will leave these options by default. You are free to adjust as desired.

                                                  7. Click Save. Now, you have created all relevant Opportunity Fields. To utilize them, you will need to add them to your Oracle DataFox settings.

                                                  Add Opportunity Info to your Account Score

                                                  You can also use them for making Account Score adjustments.

                                                  Setting Up Additional Account Fields Overview

                                                    Grant Login Access to Salesforce

                                                    DataFox and Salesforce offer powerful features for users when managed properly. However, to access said features, you will need to grant appropriate permissions.

                                                    We’ll show you a fast rundown of how to grant Salesforce login access.

                                                    Granting Login Access

                                                    1. First, log in to your Salesforce application. From there, select your name in the top-right. In the drop-down, highlight and select My Settings.

                                                      My Settings in Salesforce application
                                                    2. Under My Settings, you will see a Personal tab. Click this, and a drop-down will appear. There is an option for Grant Account Login Access, which you will select. Conversely, you may search for Grant Account Login Access in the search bar.

                                                      Grant Account Login Access option
                                                    3. Once selected, you will be brought to a new window. Here, you can edit access permissions for different services like Vidyard or LinkedIn. Note that each permission can have a specific timetable, such as a day or a week.

                                                    4. For this example, we’re going to modify DataFox Intelligence Inc. Support.

                                                      Grant Account Login Access page

                                                      This will grant appropriate access permissions for Salesforce.

                                                    5. When you have modified permissions as desired, click Save. Access has been granted based on your selections and timetables.

                                                      Add Custom Text Fields for NAICS Codes in Salesforce

                                                      DataFox utilizes NAICS (North American Industry Classification System) codes to help you fine-tune your prospect searching. You may also integrate this into your Salesforce for an improved, refined approach.

                                                      We’ll show you how to add a Custom Field for NAICS codes in Salesforce below.

                                                      Creating the Custom Field

                                                      1. First, log in to your Salesforce desktop and proceed to Setup.

                                                        Setup optoin in Salesforce desktop
                                                      2. Scroll down and proceed to Customize (located under Build). Clicking this reveals a drop-down. Go to Accounts, and then select Fields.

                                                        Accounts drop-down with Fields option selected
                                                      3. When you have clicked Fields, the module will appear. Mid-screen please select the New option.

                                                        Account Custom Fields and Relationships section with New option selected
                                                      4. Now, the New Custom Field window appears with several options. For a text-based custom field, you will want to select the Text Area option as shown:

                                                        Text Area option under Data Type
                                                      5. When selected, click Next.

                                                        Now, you are presented with options to fill out the Custom Field details.

                                                        In our example, we’ll refer to the name as “NAICS Code Example.” However, you may input any name convenient to you.

                                                        Custom Fields detail with field label as NAICS Code Example
                                                      6. When you have completed the details, click Next.

                                                      7. The following window allows you to adjust security permissions. For our example, we’ll leave these as is. However, if you know what kind of permissions to set up, you may edit as desired. When satisfied, click Next.

                                                        Screenshot of field level security
                                                      8. The last window allows you to adjust Page Layout details. Once again, for this example, we will leave on the default options.

                                                        Screenshot to adjust page layout details

                                                        You may adjust as necessary. Once done, click Save.

                                                      Afterward, your custom NAICS field has been created. With it, you can take advantage of specific industry codes for better prospecting.

                                                        Salesforce Instant Triggers

                                                        This topic covers an overview of instant triggers and marketing automation tools.

                                                        Overview

                                                        Enable or disable Oracle DataFox Instant Sync & Ongoing Enrichment for Salesforce Accounts, Contacts, and/or Leads. For each record type that you enable, Oracle DataFox will:

                                                        1. Automatically sync newly created Salesforce records into the Oracle DataFox prospecting platform

                                                        2. Immediately enrich synced records with Oracle DataFox’s firmographic data (according to your specified field mappings)

                                                        3. Continue to enrich synced records with Oracle DataFox’s firmographic data whenever they’re updated.

                                                          Oracle DataFox settings Instant Sync tab screenshot

                                                        You're able to control the trigger sync On Creation when a new record is established or "On Update" when an existing record is revised.

                                                        Additionally, you can set the "Max Updates Frequency" on a per record basis to limit syncs during certain time frames. For example, if you set the frequency to update every hour, Oracle DataFox will update the record hourly regardless of the number of revisions within the hour. Of course, if a new record comes in or another record is revised we'll update it immediately. This will provide more control and reduce the API calls used!

                                                        Marketing Automation Tools

                                                        Develop more successful marketing campaigns with freshly enriched leads from Oracle DataFox.

                                                        If you're using Salesforce in combination with Hubspot, Eloqua, Pardota or another marketing automation tool, Oracle DataFox will update the lead record when it hits your Salesforce instance. From here, you can push the enriched lead over to your marketing automation tool and assign it to a specific marketing campaign.

                                                          Salesforce Field Mappings

                                                          Oracle DataFox field mappings allow you to control the information that is enriched in your Salesforce. This is so you can receive updated and accurate firmographic information from Oracle DataFox.

                                                          Oracle DataFox Field Mapping Settings

                                                          You can access the field mappings through the + symbol in Salesforce, then Oracle DataFox settings.

                                                          All Tabs screenshot to add field mappings

                                                          How Field Mappings Work

                                                          You can map fields for the Account, Lead, and Contact objects in Salesforce. These mappings determine how Oracle DataFox information enriches fields in Salesforce. For instance, you can map the Oracle DataFox city info to the Salesforce billing city. Each mapping includes a dropdown to select which Salesforce fields to map to.

                                                          The configuration is already pre-populated with default mappings, so Oracle DataFox won't overwrite any existing information in your Salesforce. Notice that some Salesforce fields have the dfox__ prefix. These are fields that are included in the DataFox Sync package since most customers typically do not have these existing fields in Salesforce.

                                                          How Overwriting Works

                                                          The Overwrite check box determines whether to overwrite the Salesforce field with Oracle DataFox info. If the Overwrite box is checked, then any existing info in the corresponding Salesforce field will be overwritten with Oracle DataFox info.

                                                          If the Overwrite is not checked, then the incoming Oracle DataFox field will only populate the corresponding Salesforce field if the Salesforce field is empty (that is, in a null state).

                                                          For example, if you want to update the location of an account based on verified and updated information available in Oracle DataFox, you can select the Salesforce field, then check the box. When the location is updated within Oracle DataFox, we'll push the update into your Salesforce instance during the nightly refresh.

                                                          Oracle DataFox settings screenshot
                                                          Tip: Due to the dependencies among location fields in Salesforce, the Overwrite checkboxes for the location fields (Street, City, State, Country, and Postal Code) must be either all checked or unchecked.

                                                          Save Your Field Mappings

                                                          When you've finished saving your field mappings, click the Save Mapping button to save your selections.

                                                          Screenshot of Save Mapping after completing field mappings

                                                          By adjusting the fields, you can now customize the types of high-value information considered a priority.

                                                            Confirm Lead Integration within Salesforce

                                                            If you're using Oracle DataFox to enrich your leads, you can confirm that the bilateral sync is working by running a report in Salesforce.

                                                            1. To create the report, first, go to the Reports tab in Salesforce and select a New Report.

                                                              Reports and Dashbaords screenshot
                                                            2. Then, select the Leads drop-down list, Leads again, then Create in the lower right corner.

                                                              Select Report Types to Hide screenshot
                                                            3. Show All Leads for the range of All Time. Then search for DF Company ID and pull this field into your report. You should toggle the drop down to read DF Company ID does not contain, blank, or "". Finally click OK.

                                                              Run Report screenshot

                                                            DF ID is matching the lead to a company profile and confirming that the lead enrichment occurred.

                                                              Use and Bypass Required Fields

                                                              If you are getting a required field error when pushing new accounts from DataFox to Salesforce, it's likely you have a field requirement on a field that DataFox cannot enrich.

                                                              When DataFox pushes new accounts to Salesforce, DataFox is unable to update a required field unless DataFox info is mapped to that field.

                                                              To workaround the field requirement, you can change the field requirement to a validation rule which allows DataFox to create new accounts without updating the field value.

                                                              Change Required Field to Validation Rule

                                                              1. For each required field in Salesforce, you'll want to uncheck the required field option:

                                                                Customer Status Required field

                                                                You can then add a validation rule that will require users to enter a field value on a new account unless the account is being pushed from DataFox to Salesforce:

                                                                Validation Rules sceenshot
                                                              2. Once the validation rule page opens, you'll want to add a Rule Name and then add an Error Condition Formula. The formula depends on whether the field is a text field or picklist field. The formulas below use Customer_Status__c as the example field for the validation rule

                                                                Formula for text field:

                                                                AND(isblank( dfox__Id__c ),ISNEW()== TRUE, ISNULL(Customer_Status__c))
                                                                Formula for picklist field: 
                                                                AND(isblank( dfox__Id__c ),ISNEW()== TRUE, ISPICKVAL(Customer_Status__c,""))
                                                                
                                                              3. Enter in an Error Message you would like to show when anyone is saving a new account outside of DataFox ID, that should require the field update.

                                                              4. Your end result should look like this:

                                                                Validation Rule Edit page

                                                              Now you know how to bypass the required fields.

                                                                Salesforce Lead Integration

                                                                One problem that plagues both marketing and sales teams is the lack of firmographic information on leads.

                                                                Oracle DataFox now gives you the ability to map your Salesforce leads in the same way you would with your Salesforce Accounts. As you may know, Oracle DataFox will enrich the Account record with information including location, headcount, technographic revenue, etc (check out the full list of enriched info here).

                                                                We've taken this a step further by bringing this information to the lead level. For example, let's say, somebody, downloads a white paper from your website. We receive a notification in Salesforce that we have a new lead, and have a name and email address. There's no way for us to automatically tell if this person belongs to a company that's an existing prospect, or to get information about the company itself.

                                                                Enter: Oracle DataFox.

                                                                We will enrich your leads the same way that we do your accounts and contacts. You'll be able to get the same information so that your leads in Salesforce are enriched with Oracle DataFox information. To take this a step further, since Oracle DataFox communicates with your entire Salesforce instance, we can notify you if your lead belongs to an existing Salesforce Account.

                                                                This can also enrich leads info in your marketing automation tools like Marketo, Hubspot, Eloqua, or Pardot -- assuming they are integrated with Salesforce. Once a lead is enriched in Salesforce, that lead can sync to your marketing automation tool to route leads to campaigns or the right reps on your team.

                                                                Finally, the Lead integration will also allow your Oracle DataFox users to see where they have existing leads for companies in Oracle DataFox. This is great for helping reps prioritize leads, set up alerts based on leads they own or run searches for net new prospects by filtering out any existing leads. So how does this work?

                                                                Field Mappings

                                                                Start by logging into Salesforce and going into your Oracle DataFox Settings. You'll notice a dedicated lead section as you scroll down.

                                                                Oracle DataFox Settings Lead section

                                                                This is where you'll determine your field mappings. You've most likely already set this up at the account and contact level, but what you're doing here is determining where the information from Oracle DataFox will go into Salesforce.

                                                                The column titled "Overwrite" indicates where you would like Oracle DataFox to overwrite information that may be already updated in your Salesforce. For example, if we have updated revenue information for a company and that box is checked, we will update your Salesforce instance with information coming from Oracle DataFox.

                                                                One field you'll want to pay attention to is Company Salesforce ID.

                                                                Company Salesforce ID field

                                                                Keeping this option at the default setting allows you to know when a lead has an existing Salesforce account, where you may want to convert that lead into the appropriate Account.

                                                                Instant Trigger

                                                                Enable or disable Oracle DataFox Instant Sync and Ongoing Enrichment for Salesforce Accounts, Contacts, and/or Leads. For each record type that you enable, Oracle DataFox will:

                                                                1. Automatically sync newly created Salesforce records into the Oracle DataFox prospecting platform

                                                                2. Immediately enrich synced records with Oracle DataFox’s firmographic data (according to your specified field mappings)

                                                                3. Continue to enrich synced records with Oracle DataFox’s firmographic data whenever they’re updated

                                                                Oracle DataFox Instant Sync and Ongoing Enrichment screenshot

                                                                You can control the trigger sync On Creation when a new lead is established or On Update when an existing lead is revised. Additionally, you can set the Max Updates Frequency on a per record basis to limit syncs during certain time frames.

                                                                For example, if you set the frequency to update every hour, Oracle DataFox will update your lead record hourly regardless of the number of revisions on that record occurring within the hour.

                                                                Note: You must turn on Sync Contacts and Leads under Salesforce Admin for this information to refresh.
                                                                Oracle DataFox for Salesforce screenshot with Sync Contacts and Leads field enabled

                                                                Of course, if a new lead comes in or another record is revised we'll update it immediately. This will provide more control and help to save API calls if the leads are frequently updated!

                                                                  Update Oracle DataFox Company Information with Salesforce

                                                                  Often times our customers will make updates to their Salesforce accounts that they'd like to see updated in Oracle DataFox as well. For example, you may want to update the number of employees for an account in Salesforce and see that information reflected in Oracle DataFox to maintain your data integrity.

                                                                  In order to do this, we will go into Salesforce and create a new workflow rule and email template.

                                                                  This will allow you to automatically send an alert to our team to make sure that every time you make an update to specific account-level fields in Salesforce, the new information will show up in Oracle DataFox.

                                                                  Create New Email Template

                                                                  1. Under Setup, click on Administer > Communication Templates > Email Templates.

                                                                    Salesforce Mobile Quick Start
                                                                  2. Next, you'll be prompted to choose the type of email template. Select HTML and click next.

                                                                    Email Template screenshot

                                                                    Now you will edit the Email Template Information. You can keep the folder the same.

                                                                  3. Check the box next to Available for Use. The Email Template Name will say DataFox Field Update.

                                                                  4. Select No Letterhead, and select Freeform Letter next to Email Layout. Keep the Encoding the same, and type in the following into the Description: When certain fields are changed, send an update to Oracle DataFox. It should look like this when completed:

                                                                    Email template information
                                                                  5. Once satisfied, select Next.

                                                                    Now, we'll fill out the Email Content.

                                                                  6. Copy and paste the following into the email subject: Update for: {!Account.Name}.

                                                                  7. Copy and paste this information into the body of the template (you may need to format it for better organization):
                                                                    Please Update Company Information for {!Account.Name} :
                                                                    DataFox Id: {!Account.dfox__Id__c}
                                                                    Account Name: {!Account.Name}
                                                                    Number of Employees: {!Account.NumberOfEmployees}
                                                                    Address: 
                                                                    {!Account.BillingAddress}
                                                                    Admin Link: https://admin.datafox.co/companies/{!Account.dfox__Id__c}
                                                                    DataFox Profile: {!Account.dfox__Url__c}
                                                                    
                                                                  8. When you're done, it should look like this screenshot.

                                                                    HTML Preview screenshot
                                                                  9. Click Next. On the next page, select the option at the top that says Copy text from HTML version, and click Save.

                                                                    Create text-only version screenshot

                                                                  Once done, you have created the email that will be sent to our team to update your Oracle DataFox account with the information you've manually updated in Salesforce. Next, we'll create a Workflow Rule to automatically send this out when you update account information.

                                                                  Create a Workflow Rule

                                                                  Create a Workflow Rule

                                                                  1. Under Setup, click on Build > Create > Workflow and Approvals > Workflow Rules. Click on New Rule.

                                                                    Screenshot showing selection of Build and Workflow and Approvals
                                                                  2. Under Object, select Account. Click Next.

                                                                    Select Object screenshot
                                                                  3. Title the Rule Name Field Change - Update DataFox.

                                                                    Copy and paste the following into the Description: On-field change - send the update to DataFox.

                                                                    Edit Rule screenshot
                                                                  4. Under Evaluation Criteria, select Created, and every time it's edited.

                                                                    Evaluation Criteria screenshot
                                                                  5. Under Run this rule if the following, select formula evaluates to true.

                                                                    Next, we'll insert our formula. The standard formula is:

                                                                    AND(
                                                                    NOT(ISNEW()), 
                                                                    NOT(ISBLANK( dfox__Id__c )),
                                                                    OR(
                                                                    AND(ISCHANGED( your_field_name ), PRIORVALUE( your_field_name ) <> your_field_name ),
                                                                    AND(ISCHANGED( your_field_name ), PRIORVALUE( your_field_name ) <> your_fieldname )
                                                                    )
                                                                    
                                                                    Note: You must include the (dfox__Id__c) component so that we can make sure your updated information connects to your Oracle DataFox account.You will want to change the (your_field_name) qualifiers to any field that you'll want to be updated in Oracle DataFox if it's manually updated in Salesforce.

                                                                    Here is an example:

                                                                    AND(
                                                                    NOT(ISNEW()),
                                                                    NOT(ISBLANK( dfox__Id__c )),
                                                                    OR(
                                                                    AND(ISCHANGED( NumberOfEmployees ), PRIORVALUE( NumberOfEmployees ) <> NumberOfEmployees ),
                                                                    AND(ISCHANGED( BillingStreet ), PRIORVALUE( BillingStreet ) <> BillingStreet ),
                                                                    AND(ISCHANGED( BillingCity ), PRIORVALUE( BillingCity ) <> BillingCity ),
                                                                    AND(ISCHANGED( BillingState ), PRIORVALUE( BillingState ) <> BillingState ),
                                                                    AND(ISCHANGED( BillingCountry ), PRIORVALUE( BillingCountry ) <> BillingCountry )
                                                                    )
                                                                    )
                                                                    
                                                                  6. It should look something like this when you're done:

                                                                    Criteria to trigger your workflow rule
                                                                  7. Click Save & Next.

                                                                    Now we will add our Workflow Action to make sure that when you update one of these fields in Salesforce, our team is notified to make an update to your Oracle DataFox account.

                                                                  8. Select Add Workflow Action and click New Email Alert.

                                                                    Immediate Workflow Actions screenshot
                                                                  9. Next to Description, write Update DataFox from Changed Field. Click on the magnifying glass template to select the email template you created. In this example, we titled it DataFox Field Update.

                                                                    Leave Recipient Type blank, and type in support@oracle.com next to Additional Emails.

                                                                  10. Click Save.

                                                                  You're done! Now, every time you update one of the fields you specified in your Workflow Rule, we will receive an email telling us to update that same information in your Oracle DataFox account.

                                                                  Please note that due to the large volume of requests we won't be replying to these automated emails, but you can expect the changes to be reflected into your Oracle DataFox account within two business days.

                                                                    Adjust your Salesforce Sync Settings

                                                                    Note: The sync settings can only be controlled by the Oracle DataFox team admin. If you need to change the team admin, please email Oracle Support.

                                                                    You can customize your Salesforce sync settings using the Settings page in DataFox. You can set how often you want it to sync (e.g. daily, weekly) and how many companies to sync each time (e.g. 1,000 companies).

                                                                    The sync settings will look at which companies were most recently synced to make sure all companies get synced on a regular basis:

                                                                    Settings Integration

                                                                    In other words, if you have 30,000 Salesforce accounts, you can adjust the settings to sync 5,000 companies each day. This would ensure all 30,000 accounts are synced each week:

                                                                    DataFox Salesforce Settings page

                                                                    You can also adjust the settings to sync all 30,000 accounts each day. The only issue here is that this sync setting will use 30,000 Salesforce API calls, so you'll want to look at how many Salesforce API calls your group has on a daily basis.

                                                                      Auto-Populate Salesforce Fields

                                                                      You can auto-populate existing fields in Salesforce when creating Leads, Contacts, and Accounts from Oracle DataFox. For instance, if your Salesforce session requires you to populate fields like Source, Sector, or Tier when creating new records, you can auto-populate these fields by creating a Workflow Rule.

                                                                      The walkthrough below shows you how to auto-populate fields on the Account object. But the same steps can be followed for auto-populating fields on the Contact or Lead object whenever a Contact or Lead is created from Oracle DataFox.

                                                                      Create Workflow Rule

                                                                      To create the Workflow Rule, go to Setup > Workflow Rules > New Rule.

                                                                      Workflow Rules under Workflow and Approvals within Setup

                                                                      This screenshot shows New Rule being selected.

                                                                      Create New View screenshot
                                                                      1. You'll first need to define to which object the Workflow Rule applies. In this case, we're applying the Workflow Rule to the Account object (note: You can also create similar Workflow Rules for the Lead or Contact object).

                                                                        New Workflow Rule screenshot
                                                                      2. Give your rule a Rule Name like Tier is Tier 1. Then, you'll need to determine the Evaluation Criteria. If you want the rule only to apply when a new record is created, you'll want to select created.

                                                                        Configure Workflow Rule for Account
                                                                      3. Then, you'll need to determine the Rule Criteria. In this case, you'll want to select formula evaluates to true in the Run this rule if the list. Then, add the following formula:NOT(ISBLANK(dfox__Id__c)).

                                                                        Rule Criteria screenshot

                                                                        This formula defines how the Workflow Rule is triggered. In this case, it's triggered whenever (1) a new Salesforce Account is created AND (2) the dfox__ID__c is populated (meaning the account record is synced to Oracle DataFox).

                                                                      4. Finally, click Save & Next to define the Workflow action.

                                                                      Specify Workflow Action

                                                                      To create a Workflow Action that auto-populates a field, you'll want to select New Field Updates under Immediate Workflow Actions.

                                                                      Edit Rule screenshot

                                                                      After selecting New Field Update, you'll be taken to a new prompt for naming the field update and selecting which tab to update. You can add a Name for the update, and then select which Field to Update.

                                                                      Edit Field Update screenshot
                                                                      After selecting a field, you'll have the option to Specify New Field Value. You'll likely want to select a specific field value. This will define which value auto-populates whenever the Workflow Rule criteria are met:

                                                                      Finally, click Save to set up the Workflow Rule and associated Workflow Action.

                                                                      Activate Workflow Rule

                                                                      After creating the Workflow Rule, you'll need to click on Activate the rule so that it starts running for any new records created from Oracle DataFox.

                                                                      Now that the Workflow Rule has been activated, you'll want to test the Workflow Rule by creating a new record from Oracle DataFox to Salesforce.

                                                                        Oracle DataFox Fields for Salesforce Integration

                                                                        Incorrect company information on your account objects in Salesforce is a problem. Dirty account data makes territory planning and company reporting in Salesforce nearly impossible.

                                                                        By integrating your Oracle DataFox account with Salesforce, you can enrich those fields using Oracle DataFox info, which then stays updated automatically. These are Salesforce fields where we fill in the data using our API. Since it's stored in Salesforce, you can, therefore, use the Oracle DataFox data to run reports in Salesforce.

                                                                        Integrate with Salesforce

                                                                        Build Reports with Custom Oracle DataFox Information

                                                                        Oracle DataFox will refresh account information in Salesforce. This is updated automatically at the frequency of your choosing (monthly, weekly, daily, etc), preventing the build up of obsolete data.

                                                                        Here is an example of what this information looks like in Salesforce Classic - you can see below that we are able to pull in information like Techstack, Funding, Investors, and Headcount.

                                                                        Example of Oracle DataFox fields in Salesforce Classic

                                                                        Here is an example of the same information in Lightning.

                                                                        Example of Oracle DataFox fields in Classic

                                                                        Below is a list of all of the field mappings for accounts, contacts, and leads pulled from Oracle DataFox into Salesforce. It details the Account Level Data Fields we Automatically Sync via API.

                                                                        Oracle DataFox Field

                                                                        Description

                                                                        Account Score

                                                                        Account score based on user criteria

                                                                        Alexa Rank

                                                                        A ranking of traffic to the company's website

                                                                        City

                                                                        NA

                                                                        Country

                                                                        NA

                                                                        Country Code

                                                                        NA

                                                                        Crunchbase URL

                                                                        NA

                                                                        DataFox Score

                                                                        Overall score (composite of other scores)

                                                                        DataFox URL

                                                                        NA

                                                                        Finance Score

                                                                        An estimate of finances

                                                                        Growth Score

                                                                        How quickly this company is growing

                                                                        HR Score

                                                                        An assessment of the team

                                                                        Influence Score

                                                                        How influential this company is

                                                                        Investors

                                                                        Keywords

                                                                        Keywords describing the business

                                                                        Last Funding Round Amount

                                                                        Amount of the last round of financing

                                                                        Last Funding Round Date

                                                                        Date of last funding round

                                                                        Last Funding Round Type

                                                                        Ex: Series A, B, Late Stage

                                                                        LinkedIn URL

                                                                        NA

                                                                        Long Description

                                                                        NA

                                                                        Name

                                                                        Account name

                                                                        Number of Employees

                                                                        NA

                                                                        Phone

                                                                        NA

                                                                        Revenue Estimate

                                                                        Revenue estimate provided by third party

                                                                        Short Description

                                                                        NA

                                                                        Stage

                                                                        NA

                                                                        State

                                                                        NA

                                                                        Street

                                                                        NA

                                                                        All Technographics

                                                                        NA

                                                                        Total Funding

                                                                        NA

                                                                        Twitter Followers

                                                                        NA

                                                                        Twitter Handle

                                                                        NA

                                                                        URL

                                                                        Website URL

                                                                        Web Site Traffic Estimate

                                                                        Estimate of website traffic computed from Alexa Rank

                                                                        Year Founded

                                                                        NA

                                                                        Postal Code

                                                                        NA

                                                                        Here’s a list of Contact and Lead Level Data Fields we Automatically Sync via API.

                                                                        Current Title

                                                                        Email

                                                                        First Name

                                                                        Last Name

                                                                        Middle Name

                                                                        Phone

                                                                        From now on, the data will be automatically synced from Oracle DataFox via API so that your reports always run on the freshest Oracle DataFox data. You can edit the frequency on which your data is updated in the settings section of your Oracle DataFox account.

                                                                          Set Up Additional Salesforce Account Fields to Search and Filter in Oracle DataFox

                                                                          This topic details how to set up additional Salesforce fields and Salesforce Accounts fields in Oracle DataFox.

                                                                          Setting Up Additional Salesforce Fields

                                                                          The Salesforce integration allows teams to view, filter, and search Oracle DataFox on most Salesforce Account fields like Account Owner, Tier, and Last Activity Date.

                                                                          With your Salesforce account fields in Oracle DataFox, you can see Salesforce information on your target accounts, filter on fields like account status and tier, and set up a daily news digest based on your Salesforce account info.

                                                                          Screenshot showing Salesforce information in target accounts

                                                                          Setup additional Salesforce Account Fields in Oracle DataFox (Admin Only)

                                                                          The Salesforce integration by default includes the Salesforce Account ID and Account Owner fields in Oracle DataFox.

                                                                          1. To add more Account fields to Oracle DataFox, your team's admin can go to Fields in Oracle DataFox settings and select which Salesforce account fields are available for your team in Oracle DataFox.

                                                                            Settings Fields
                                                                          2. The fields are not synced immediately but on a scheduled time period. The Oracle DataFox account admin is able to configure this by clicking on the Salesforce tab.

                                                                            Salesforce option within Settings

                                                                          Here are some important notes.

                                                                          • Frequency refers to how often Oracle DataFox will push Oracle DataFox firmographic data into Salesforce & at the same time grab Salesforce synced fields.

                                                                          • Number of companies refers to total number of companies that will be updated & copied during this scheduled resync.

                                                                          • The sync happens at around 8pm PST nightly.

                                                                          • We do the updates in bulk (250 companies at a time) but this will use some of the customer’s total Salesforce API calls (which is why we do this on a scheduled basis that you have control over).

                                                                          • Non-Oracle DataFox admins are still able to see which account fields are configured for sync, but they are not allowed to make changes to that list.

                                                                          The available fields are defined by your team's Salesforce Account fields, and these fields will be added in Oracle DataFox for all Salesforce Accounts synced to Oracle DataFox company profiles.

                                                                          Add Salesforce Account Fields to your Oracle DataFox View (All Users)

                                                                          After a user configures the synced fields and the data is populated after the scheduled sync period, all Oracle DataFox users in that account are able to view and filter that data. Users can add the Salesforce Synced fields to the company data table by going to the Change Column modal and turning them on.

                                                                          Customize Fields screenshot

                                                                          Then, move desired data points from Inactive to Active columns.

                                                                          Selecting Active Fields n the Customize Fields page

                                                                          Filtering, saving searches, and sorting should work as normal. Fields will also be displayed within the Salesforce widget on each company profile page.

                                                                          Configure your Oracle DataFox Account for the Salesforce Integration

                                                                          Once the additional fields are added, please provide your team with this short guide on how to leverage the Salesforce integration, including how to filter in Oracle DataFox on Salesforce fields and setting up alerts based on the Salesforce accounts you own.

                                                                          FAQ: Why are some Salesforce Account fields not displaying in Oracle DataFox settings?

                                                                          If the fields are marked as hidden in Salesforce, they will not be available for syncing in Oracle DataFox.

                                                                          Fields and Relationships for Account

                                                                          This is because that data is not returned by the Salesforce API.

                                                                          FAQ: Are all field types available for syncing from Salesforce to Oracle DataFox?

                                                                          The following field types are available for syncing:

                                                                          • phone

                                                                          • multipicklist

                                                                          • url

                                                                          • textarea

                                                                          • picklist

                                                                          • percent

                                                                          • double

                                                                          • datetime

                                                                          • currency

                                                                          • boolean

                                                                          • date

                                                                          • email

                                                                          • string

                                                                          Certain field types are not available, including fields that reference other objects (except for Account Owner) and encrypted text areas.

                                                                            Create Salesforce Formula Fields

                                                                            The Oracle DataFox for Salesforce integration can pull in your Account fields to Oracle DataFox. This allows users to filter, search and set alerts based on Salesforce account fields like owner, tier, sector, and so on.

                                                                            If you’re trying to pull a User field into Oracle DataFox, you may see a string of text that correlates to the User ID. To convert the string to the actual username, you’ll need to create a new field in Salesforce. This field will use a formula to display the user First and Last name.

                                                                            The directions below will give a walkthrough on how to create a Formula field:

                                                                            1. Create New Field on account object.

                                                                              New field in the account object
                                                                            2. Select Formula field and click Next.

                                                                              Formula Data Type option selection in the Create the field type page
                                                                            3. Select Text and click Next.

                                                                              Fill out the Field Label appropriately. This will vary based on your preferences, but for now, we'll use the written example as shown in this screenshot.

                                                                              Field Label in the New Custom Field page
                                                                            4. Click Insert Field to add the first name.

                                                                              Select the Advanced Formula tab where the Insert Field prompt appears, as shown in this screenshot.

                                                                              Advanced Formula tab
                                                                            5. Select the First Name of the Field.

                                                                              Selecting First Name in the Insert Field page
                                                                            6. Add the following syntax to the formula: & " " &.

                                                                              Formula within Insert Field
                                                                            7. Click Insert Field to add the Last Name.

                                                                              Screenshot showing clicking Insert Field
                                                                            8. Select Last Name in the Field options.

                                                                              Last Name selection in the Insert Field page
                                                                            9. Like before, you'll insert the Last Name. Now, your screen will have both name fields inserted. Click Next.
                                                                              Screenshot showing clicking Next after both name fields are inserted
                                                                            10. Click Next and save the field.

                                                                              You can adjust and check the boxes as desired. For now, we'll select them all and click Next.

                                                                              Establish field level security screenshot
                                                                            11. Add the field to Oracle DataFox.

                                                                            Because Salesforce data syncs to Oracle DataFox every night, you’ll need to wait at least one night before adding your new field to Oracle DataFox. Follow the instructions below to add additional Salesforce account fields to Oracle DataFox:

                                                                            Setting Up Salesforce Account Fields

                                                                              Add Custom Salesforce Fields

                                                                              The DataFox - Salesforce integration allows you to push custom fields from Salesforce into Oracle DataFox to:

                                                                              • Use your own data for filter criteria for identifying interesting accounts

                                                                              • Incorporate customer Salesforce fields into your account scoring criteria

                                                                              • Pass third-party data through Salesforce and ultimately into DataFox to bubble up interesting companies or leverage these sources in your Account Scoring

                                                                              We’ll show you how to take advantage of this feature in our quick tutorial.

                                                                              1. First, you will need to login to your DataFox instance. Once logged in, navigate to Settings.
                                                                                Settings Option
                                                                              2. In your settings options, find and select Fields.
                                                                                Fields Option
                                                                              3. Select Salesforce.
                                                                                Select salesforce option
                                                                              4. You can check any of the boxes below, which will sync from Salesforce. It’s important to note this process generally takes 24 hours to process
                                                                                Select fields to sync
                                                                              5. When you have selected each filter to your satisfaction, you can navigate to the Companies tab.
                                                                                Companies Tab
                                                                              6. Once here, select Add a Filter and scroll to the Salesforce option.
                                                                                Add a Filter option
                                                                              7. Based on your selections, the filters will appear under this tab.

                                                                              This process is completely customizable based on the Salesforce fields your team has configured, allowing you to leverage DataFox for prospecting needs.

                                                                                Uninstall Oracle DataFox Package from Salesforce

                                                                                The following article will walk you through uninstalling the Oracle DataFox - Salesforce integration.

                                                                                In order to do so, you will need to login to your Salesforce account and manually disable it from settings.

                                                                                1. Once logged in to Salesforce, select Setup.

                                                                                  Salesforce Setup option
                                                                                2. Navigate to Installed Packages. You can quickly locate this object by typing it in the search bar.

                                                                                  Installed Packages under Build
                                                                                3. After selecting Installed Packages, you are brought to a menu with your various installed Apps. Here, locate DataFox Orchestrate.

                                                                                  List on installed packages
                                                                                4. Select Uninstall.

                                                                                  On the next screen, you are prompted to review what services are removed before uninstalling Oracle DataFox.

                                                                                  Uninstalling a Package page showing the services that will be removed
                                                                                5. Afterward, scroll to the bottom. You are given several more options. Select these as desired and then check the Uninstall option. Afterward, you have successfully removed integration from Oracle DataFox and your Salesforce instance.

                                                                                  Screenshot of the Custom Object Data page showing the uninstall package option