Using the Data Loader When Bulk Linking Accounts (Salesforce Lightning, using Data Loader only for v1.43 or Newer)

Process Overview:

• This bulk linking process utilizes a trigger field we created in the Lead and Account object called “CB_Permalink_TriggerField__c”
• A linking operation is “triggered” in the backend whenever the field’s value is changed from null to a value
• The linking operation will establish a link between a SFDC lead/account record and a Crunchbase profile (via the permalink for the profile); as a result, future enrichment jobs will be able to enrich the lead/account record with data from the corresponding Crunchbase profile

Salesforce provides free training on how to use the Data Import wizard here: https://trailhead.salesforce.com/modules/data_management/units/data_import

These instructions assume that you will use the data loader provided by Salesforce at Setup > Data > Data Loader.  Go to that page, then download and install the free tool to get started. 

(make sure you have the latest Java plugin downloaded - www.java.com/download)

The following steps will outline how to mass link Accounts and Leads in our Visualforce tool in order for SFDC fields to be enriched.

Step 1: Provide your Crunchbase CSM with an export of the following fields from SFDC, one sheet for each object (Account and/or Leads) you’d like to enrich. 

• Account/Lead Name
• Account/Lead Domain
• 18 DIGIT SFDC ID
•  

Note: this bulk linking instruction is only for records that are not linked to Crunchbase. Please do not include records that are already linked to Crunchbase as these will error during this operation.

Step 2: The Crunchbase team will use an algorithm to match your Accounts and Leads with the corresponding Crunchbase fields (UUID and Permalink)

• Object ID is the SFDC ID for the Account or Lead you want to link
• Permalink is the crunchbase company Permalink.  

Step 3: Open Data Loader

Once you received the matched results from Crunchbase, please follow the below instructions to help link your CRM records to Crunchbase

• Click Update
• Select the object the spreadsheet represents - so, Account for Account records and Leads for Lead records
  • Note: You cannot import both Accounts and Leads at the same time, they can only be imported in separate operations.
• Select "Create or Edit a Map"
  • Map the Permalink column to the CB_Permalink_TriggerField__c field 
    • • Note: if you do not see the CB_Permalink_TriggerField__c field, you may need additional permissions. Please contact your SFDC administrator.
    • Map the Record ID column to the ID field
      • Note: Do not run the operations in parallel. Run operations serially.
    • Click OK and proceed to the end. You will find two different files automatically created on your desktop by Data Loader - a "Success File" and an "Error File." This will give you an idea of which entities were successfully matched and which entities had errors.
      • Note: If Salesforce thinks the updated record is a duplicate of an existing record, Data Loader will block the update for that individual record and it will neither be counted in the Success File nor in the Error File. Data Loader will let you know in the notification when the job is completed that not all of the records were updated (ex: 2 of 3 records).

Step 4: Repeat Step 3 as Required

If you have another object to import (ex: you imported Leads first, now you need to import Accounts), and you repeat Step 3 for the remaining object.

Step 5: Run a manual enrichment job

Depending on the volume of records you imported, the Data Enrichment process may take quite a bit of time. To accelerate this process, after you’ve successfully imported the records, we recommend going to the Crunchbase Install Wizard to start a manual enrichment (instead of waiting for the next scheduled enrichment). 

• Go to the Install Wizard
• Go to the Schedule section and click the Run Now button for the Account and Lead Data Enrichment batch.