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

Article author
Crunchbase Product Team
  • Updated

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
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These instructions assume that you will use the data loader provided by Salesforce at SetupData > Data Loader, and that you are using v1.43 or later. 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).

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The following steps will outline how to mass link Accounts and Leads in our Visualforce tool in order for your SFDC fields to be enriched with Crunchbase data:

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

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 create errors during this operation.

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
  • Permalink is the Crunchbase company permalink

Step 3: Open Data Loader

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

Data_Loader_3.png

  • 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 the individual record and it will not be counted in either the Success File nor the Error File. Data Loader will let you know if the notification when the job is completed that not all 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), you can repeat Step 3 for the other 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). 

 

Aren't familiar with the Data Import wizard? Salesforce provides free training on how to use the Data Import wizard here:

https://trailhead.salesforce.com/modules/data_management/units/data_import

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