Salesforce Enrichment Package v1.97 (Oct 2025)

• Production Link
• Sandbox Link
• How To video

We are excited to announce the availability of Funding Predictions. This new feature provides valuable signals to help you identify companies likely to secure future funding rounds. 

Note: This feature is available for users with an API key supporting the Predictions & Insights package. 

Mapping funding predictions to accounts or leads can be performed using the Crunchbase Install Wizard. As seen below:

Bug Fixes:

• Profile Image URL will no longer be erased during scheduled and manual Account and Lead enrichment runs.

Salesforce Enrichment Package v1.91 (May 2025)

• Production Link
• Sandbox Link

1. The managed package now supports package selection in the installation flow:
   1. Advanced Financials 
   2. Predictions & Insights  (NEW)
      
      
2. For the Prediction & Insights package:
   1. Introducing new signals that do the manual analysis for you so you can turn private market activity into opportunities 
      1. Growth Insights
      2. News Insights
   2. Predictions & Insights data fields include:

Package Selection: Advanced Financials / Predictions and Insights

This release introduces support for selecting either the "Advanced Financials" or "Predictions and Insights" packages of the Crunchbase APIs. Users can upgrade their package to enable "Growth and News Insights".

Note: You need access to a Predictions & Insights API key from your Crunchbase representative to leverage Growth & News Insights

Steps to upgrade:

1. Log in to your Salesforce Org as an Administrator level user.
2. Open Crunchbase Lightning from your org’s App Launcher.

3. Click on ‘Crunchbase Install Wizard’ tab
4. Click ‘Back’ to navigate back to the Connect section

5. Default will be ‘Advanced Financials’ and user now can upgrade to ‘Predictions and Insights’ package
6. Provide API key of selected Package and Click Connect and Next.
   1. Note: User will see error if wrong key and package combination is used and will navigate to mapping screen upon entering correct key.
7. For ‘Predictions and Insights’ Package on the Account Mapping page, User can provide mapping for Growth Insights fields and can Opt-in for ‘News Insights’ by enabling the checkbox.

8. For ‘Predictions and Insights’ Package on the Lead Mapping page, User can provide mapping for Growth Insights fields and can Opt-in for ‘News Insights’ by enabling the checkbox.

9. When user selects ‘Predictions and Insights’ and creates new Account/Lead,
   1. User can see Growth Insights on Account/Lead, as per mapping mentioned on point 7 or 8

2. If User Opt-in for ‘News Insights’, Crunchbase News Insights related list can be added to Account/Lead layout to view New Insights for that specific Account/Lead

Growth Insights

As part of Growth Insights, below attributes will get populated on the Account/Lead.

• Growth Description
• Growth Direction
• Growth Top Contributing Factors
• Growth Generated On

Users can add above fields to Account or Lead page layouts.

News Insights

As part of News Insights, below types of News Insight records get created for last 3 months if user opt in for the Insights under ‘Crunchbase News insights’ object.

• Award
• Legal Proceeding
• Partnership Announcement
• Product Launch
• Key Employee Change
• Layoffs
• Office Openings

Users can add the related list to either Account or Lead as required.

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Each News Insights record tracks information like Key Event data, Press reference link, Description etc.

Add CrunchBase News Insights Related List to Layouts

1. To add Crunchbase News Insights related list to Account/Lead layout, go to Setup -> Object Manager -> Account or Lead -> Page Layouts -> Click on Layout to Edit -> Navigate to Related List and add ‘Crunchbase News Insights’ as shown below.

2. To add Crunchbase News Insights related list to Account/Lead Lightning layout, go to Setup -> Object Manager -> Account or Lead -> Lightning Record Pages -> Click on Lighting Record page -> Click on Edit -> Go to RELATED tab -> Add ‘Related list – Single’ component to page and update settings as shown below.

Note: If Lightning Record Page uses Page Layout to show Related Lists, then navigate to respective page layout on right side of Lightning Record page and add ‘Crunchbase News Insights’ as mentioned in step 1.

Salesforce Enrichment Package v1.81 (Spring 2025)

• Production Link
• Sandbox Link

Enable or disable Automatic Linking on Account or Lead records

Crunchbase users who are utilizing the Auto Link feature now have the ability to enable or disable Automatic Linking on Account or Lead records. To change the behavior of the Auto Link and Auto Link Batch processes, follow these steps:

1. Log in to your Salesforce Org as an Administrator level user.
2. Open Crunchbase Lightning from your org’s App Launcher.
3. Click ‘Back’ in the Install Wizard to go back to the Enhance section.
   
   
4. On the Account Mapping Page, you can choose to enable or disable Automatic Account Enrichment. Note, Account Auto Enrichment is Enabled by default.
   
   
5. Click Proceed to Lead Mappings after verifying your Account Automatic Enrichment settings.
   
   
6. On the Lead Mapping Page, you can choose to enable or disable Automatic Lead Enrichment. Note, Lead Auto Enrichment is Enabled by default. 

7. Click Next after verifying your Lead Automatic Enrichment settings to return to the Scheduling section of the Crunchbase Install Wizard. 

8. When you create new Leads or Accounts the Crunchbase app will now automatically link them with Enrichment data. If you chose to disable Account or Lead Automatic Enrichment, new records of that Object type will not be automatically Enriched upon creation and existing records of that Object type will not be Enriched if you run the Automatic Batch Linking process. 

Note: If you have disabled Automatic Enrichment for both Account and Lead and attempt to enable Automatic Enrichment, you will see this message:

Enhanced Matching for Automatic Enrichment

introduces the ability for a Crunchbase Administrator to require the use of an Account or Lead’s website URL as an additional matching parameter for Automatic Enrichment on Account / Lead. This feature can be enabled in the Crunchbase Install Wizard. Adding the record’s website provides a more accurate match over single parameter name matching.

1. Log in to your Salesforce Org as an Administrator level user.
2. Open Crunchbase Lightning from your org’s App Launcher.
   
   
3. In the Account and Lead Linking section, toggle ‘Require Website URL for Auto Link’ to Enabled.
   
   

When this setting is enabled Auto Link/Auto Enrichment will use both the value stored in the Account Name field and the Website field to match the Account or Lead in Crunchbase. If this setting is enabled it will not Automatically enrich Account or Lead records that do not have a URL in the standard field Website. 

To prevent data loss, we added a new field crunchbase__Crunchbase_Account_Name__c to the Account object. The Automatic Enrichment process will not overwrite the standard Salesforce Account Name field, to see the Crunchbase Account Name, add the field to your Account page layouts.

Queue Monitoring and Queue Item Record Deletion

Crunchbase Administrators now have the ability to monitor and clear the Crunchbase record processing queue. This queue keeps track of the items that are queued for Enrichment by the Automatic Enrichment Batch or the Account and Lead Data Enrichment Batch process. Typically, this queue does not need to be monitored, but in some cases the queue may get stuck due to a Crunchbase API error, or the Automatic Enrichment batch was manually ran and there are a large volume of Account and/or Lead records to process through the Automatic Linking and Enrichment process. In these instances, a Crunchbase Administrator can now delete the queue item records to clear the queue with the click of a button.

1. Log in to your Salesforce Org as an Administrator level user.
2. Open Crunchbase Lightning from your org’s App Launcher.
   
   
3. In the Crunchbase Queue Item Cleanup section you can see if there are any items currently in the queue. If the queue is running properly and you are not having issues with Enrichment data being added to your Account and Lead records, this count will either be 0, or it will gradually reduce as the queue is processed (Note: The counter updates on page load, to see the latest count you will need to refresh the page.). Queue Item records get added to the Queue when the scheduled Enrichment batch runs automatically or on-demand, or when the Automatic Enrichment process is run manually by clicking the Run Batch Linking button. 

4. If you are experiencing a large volume of errors related to the Enrichment or Automatic Enrichment process, the queue has become stuck, or you need to clear the queue to free up system resources, click the Delete CB Queue Items Now button. You will see a confirmation message that the Queue Items Cleanup process has been started. This process may take a few minutes to clear all records if there is a high volume of queue item records waiting to be processed.

Note: Clearing queue items will stop the Enrichment or Auto Enrichment processes that are currently running. Any pending Account or Lead enrichments will not process until the Enrichment or Auto Enrichment batch job runs again. 

API Version Updates

The Crunchbase components have been upgraded to the latest Salesforce API version to comply with Salesforce Spring ’25 changes.

Enrichment Batch Processing Enhancements

The interval for processing time between queue item records has been reduced for the Account and Lead Enrichment batch job. Please note, this is a separate process from the Automatic Enrichment batch process that is ran ad hoc when an Administrator clicks the Run Batch Linking button.

Salesforce Enrichment Package v1.80 (October 2024)

• Production Link
• Sandbox Link

What changes can I expect with the upcoming Salesforce enrichment update?

This package contains the changes to enable the Auto Link and Auto Enrichment features. When enabled, new accounts and leads will be automatically linked to Crunchbase and enriched. There is also a new batch process that can be ran to auto link existing accounts / leads.

See details below:

• Auto Enrichment
  • Auto Enrichment - All linked accounts will be automatically updated with Crunchbase data
  • Batch Enrichment - A new on-demand batch job that will link existing accounts and leads that are not currently enriched by Crunchbase
  • Periodic Enrichment - Only enriches 1 account rather than entire database when a new account is pushed from CB or Permalink updates
  • Ability to set time of day for enrichment cadence

• Auto Linking
  • Permalink Improvements - Users and admins can update, or remove links directly by updating the permalink filed, making bulk uploads of permalinks much smoother
  • Permalink Backfill button - Admins can ensure that accounts and contacts have the permalink field populated, making it easier to bulk-link and bulk change existing links
  • Automatic Linking on Accounts and Leads - When a new Account or Lead is created, it will be automatically enriched with Crunchbase data if this feature is turned On
  • Added error fields on account & lead to identify invalid permalinks
  • Option to toggle on automatic account linking for new accounts
  • Option to link any previously unlinked accounts

• UI Changes
  • Crunchbase Install Wizard updated to include new section for Account and Lead Linking
  • Added Run Batch Linking button
  • Added “Automatically link new Accounts and Leads” toggle

• Field Changes
  • Added Auto Linked (Auto_Linked__c) on Account and Lead to identify accounts and leads that have been automatically linked via the Automatic Linking functionality

• Performance Fixes
  • Stability fixes to address customer reported issues
  • Added null checking in Crunchbase Messaging classes
  • Updated Enrichment Utility class to truncate street address values if they contain more than 255 characters

• Bug Fixes
  • Fixed Crunchbase Search component bug
  • Crunchbase Trends Dashboard, “Sales Growth by Revenue Range Component”, updated to reflect data over past 2 FYs

Recommendations and Best Practices

• Ensure that your existing data is protected:
  • Create custom fields to ensure your existing data is not overwritten.
    • For example, instead of mapping Crunchbase fields to your Salesforce “Account Name” and “Website” fields, create custom fields instead, such as “Crunchbase Account Name” and “Crunchbase Website”.
  • If necessary, create flows in Salesforce to only enrich data when a specific field is blank
• Use the new “AutoLinked” field to keep track of accounts that are auto linked with Crunchbase data
  • If needed, enable field history tracking to track field changes on Accounts and Leads (note: this may not work for custom fields).
• Be mindful of rate limits and API calls if you have a high volume of Accounts and Leads.
• Be mindful of workflows you have in Salesforce using any of the fields Crunchbase maps to.

Previous Release Notes

• v1.77 (Aug 2023)