Salesforce Enrichment Package v1.80 (October 2024)
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:
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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
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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
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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
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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
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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
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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
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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
- Create custom fields to ensure your existing data is not overwritten.
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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.