Using the Data Loader When Bulk Linking Accounts (Salesforce Lightning, using Data Loader only for v1.41 or Older)

Article author
Crunchbase Product Team

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)

Screen_Shot_2021-03-01_at_12.10.17_PM.png

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:

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

Step 2: Our product 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
  • UUID is the crunchbase company UUID.  NOTE: UUID can contain hyphens
    • Permalink is the Crunchbase company Permalink.Screen_Shot_2021-03-01_at_12.36.59_PM.png

Step 3: Open Data Loader

  • Click Upsert

Screen_Shot_2021-03-01_at_12.38.01_PM.png

  • Select Crunchbase Data Enrichment (Enrichment_c) object and upload the CSV

Screen_Shot_2021-03-01_at_12.40.42_PM.png

  • Choose Id when prompted "Select the field for matching on Crunchbase_enrichment_c"

Screen_Shot_2021-03-01_at_12.43.05_PM.png

  • Select "Create or Edit a Map"
    • Map the Permalink column to the  Permalink__c field
    • Map the UUID column to the UUID__c field

Screen_Shot_2021-03-01_at_12.44.56_PM.png

  • 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. 
  • Obtain the “Success” file which will now have the Enrichment ID automatically filled in.

Step 4: Open Data Loader Again

  • Click upsert
  • Import the CSV into the Crunchbase Link (CrunchBase_Link_c)

Screen_Shot_2021-03-01_at_12.50.24_PM.png

  • Select "Object_ID_c" when prompted to "Select the field for matching on Crunchbase_Link"

Screen_Shot_2021-03-01_at_12.51.38_PM.png

  • Select "Not selected" when prompted to "Select the field for matching on Crunchbase_enrichment"
  • Only map the fields below:
    • Crunchbase__Enrichment__CID (ID column created from the Enrichment)
    • Crunchbase__Object_ID__C → 18 Digit SFDC IDScreen_Shot_2021-03-01_at_12.53.19_PM.png
  • Once you have received a prompt “all records are successful”, double check in SFDC to verify that Accounts were linked.

Step 5: Trigger an enrichment

  • Go to Setup > Custom Settings

Screen_Shot_2021-03-01_at_12.55.28_PM.png

  • Click Manage for "Crunchbase Batch Settings"

Screen_Shot_2021-03-01_at_12.56.54_PM.png

  • Click on Edit for "EnrichmentBatch," change "Batch Size" to 1, and then click Save.

Screen_Shot_2021-03-01_at_12.57.33_PM.png

  • Once you have set the Batch Size to 1, test your newly bulk linked records by manually trigger a data enrichment from the Install Wizard page
  • Once you have completed your first bulk enrichment process and everything looks good, change the Batch Size for “EnrichmentBatch” back to 5 for a more efficient bulk enrichment process.

 

 

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