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Crunchbase Product Team

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Total activity 450
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Followed by 78 users
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Articles

Recent activity by Crunchbase Product Team

  • Will my data be overwritten by Crunchbase data?

    If during setup, you map to a field already being used in Salesforce, then your existing data will be overwritten with Crunchbase data. To avoid this, Crunchbase recommends creating a custom field ...

    • Updated
    • 4 followers
    • 0 comments
    • -2 votes

  • What versions of Salesforce does the Crunchbase for Salesforce app support?

    The Crunchbase for Salesforce app works with the Professional, Enterprise, Unlimited, Developer, and Performance editions of Salesforce.  It also works in both Classic and Lightning modes.

    • Updated
    • 3 followers
    • 0 comments
    • -2 votes

  • Update Your Account Name

    To update the name on your Crunchbase account, click on your account in the upper right-hand corner, then select Account Settings. Here, under Account Information, click on the box where it has you...

    • Updated
    • 56 followers
    • 0 comments
    • 30 votes

  • What is the default order in which results are displayed?

    By default, search results are ordered by Crunchbase Rank in ascending order. You can always edit the way results are sorted by clicking on the arrow next to the column header.

    • Updated
    • 2 followers
    • 0 comments
    • -4 votes

  • Full Text of the General Data Protection Regulation

    The full text of the GDPR can be found here.

    • Updated
    • 7 followers
    • 0 comments
    • 4 votes

  • How can I lock my profile?

    In special cases, our team will lock Crunchbase profiles in order to preserve the data. These profiles are often high-profile companies that receive a lot of traffic or profiles that have previousl...

    • Updated
    • 35 followers
    • 0 comments
    • 35 votes

  • Get the Crunchbase for Salesforce App Working

    To get the App working, we need to establish a connection to Crunchbase and define a few settings. To do this, find the Install Wizard tab either in the Lightning or Classic view. Then follow these...

    • Updated
    • 4 followers
    • 0 comments
    • 5 votes

  • Set Up Page Layouts in the Lightning Page

    If your Org hasn’t enabled Lightning before, then proceed with these steps: before you get started, you must enable the My Domain feature. To do this go to Setup > Company Settings > My Domain and ...

    • Updated
    • 3 followers
    • 0 comments
    • -4 votes

  • Modify Page Layouts in the Salesforce Classic View

    The Salesforce Classic view is most commonly used by customers to manage their data. We have included Visualforce pages for the Lead and Account pages that can expose data from Crunchbase to Salesf...

    • Updated
    • 4 followers
    • 0 comments
    • 1 vote

  • Install Crunchbase for Salesforce

    First, install Crunchbase for Salesforce for Admins Only.  To only give permissions to the Customer’s System Administrators, select Install for Admins Only when installing the Crunchbase Integrati...

    • Updated
    • 14 followers
    • 0 comments
    • 4 votes