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

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Crunchbase Staff
  • Updated

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__C → ID (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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