- Vishnupriya Tambe

Lead to Company

Requirement

Match Leads to Companies with support of web-to-lead flow

Use Web-to-Lead and data.com API to generate Lead Match Lead with Data.com Contact/Company data and convert Lead

to Account/Contact/Opportunity Create new SFDC Account/Contact data in case one does not exist in

Data.com/Salesforce.com Access D&B data for latest updates

Business Architecture Flow

Lead

Account

Contact

Campaign

Match with Data.com

Web-to-LeadAPI

Opportunity

Web Form Minimum DataC

om

pany D

ata

SalesForce.com

Respective Related List

Next step on completion

Web Source

Mobile Form

Site

Communities

Community Contacts Data

Logical Process Flow

ID

Process Flow Scenarios

A Company and Contact exists in Salesforce.com and Data.com/D&B

B Company and Contact exists in Salesforce.com but not in Data.com/D&B

C Company exists in Salesforce.com and Data.com/D&B, but not Contact

D Company and contact doesn’t exists in Salesforce.com or Data.com/D&B

Web Source

Web-to-lead API

Contact Match in Data.com

(API)

Company match in

Data.com (API)

Create Lead with link to Data.com, D&B

number and Campaign

Link to existing Account and Contact,

in Data.com,/D&B number, Related

Campaign

Create Lead with link to Data.com and Campaign

Account and Contact are

linked to existing SFDC and Campaign

Manually run Data.com search and link to

existing Salesforce.com account

Company match in

Data.com (API)without Contact

Create New Lead in SFDC

Create New Account, and

Contact in SFDC

Create Lead with DUNS number

Account linked to Data.com and Campaign with DUNS number.

New SFDC contact

B

Y

Y YN N

N

D C A

Scenario A: Web-to-Lead with existing Company and Contact in Data.com/D&B

1. First Name

2. Last Name

3. Company

4. Email Account

5. Comments

1. Name

2. Company

3. D&B Company

4. DUNS number Account

5. Campaign

Pulls the available data from Data.com

Web SourceLead has all details to can be linked to existing Account and Contact

1. Name

2. Company

3. Email

4. Title

5. Address

6. Phone

7. SCI / NAICS

8. Company Details

9. D&B Company

10. Data.com Key

Lead

Account

Related Campaign list

1. First Name

2. Last Name

3. D&B Company

4. Campaign

5. Data.com key

Contact

Related Account

Clean Status: In Sync

Related Contact list

Opportunity data

Opportunity

Web 2 Lead

Scenario B: Company and Contact exists in Salesforce.com but not in Data.com/D&B

1. First Name

2. Last Name

3. Company

4. Email Account

5. Comments

Account data

Web 2 Lead

Web Source

Insufficient Lead data, Missing Company, Contact and D&B Details

Run Company Search/match

Data.com

Lead

Account

Related Campaign list

Company Data match found in Salesforce.com. Lead data is complete

Additional Lead data

Contact data

Contact

Clean Status: In Sync

Opportunity data

Opportunity

Scenario C: Company exists in Salesforce.com and Data.com/D&B, but not Contact

1. First Name

2. Last Name

3. Company

4. Email Account

5. Comments

Account data

Web 2 Lead

Web Source

Insufficient Lead data, Missing Company, Contact and D&B Details

Run Company Search/match

Data.com

Lead

Account

Related Campaign list

Company Data match found in data.com. Lead data is complete

Additional Lead data

New Contact data

Contact

Clean Status: Not Found

Scenario D: Company and contact doesn’t exists in Salesforce.com or Data.com/D&B

1. First Name

2. Last Name

3. Company

4. Email Account

5. Comments

Web 2 Lead

Web Source

Insufficient Lead data, Missing Company, Contact and D&B Details

Run Company Search/match

Data.com

Related Campaign list

Neither Company nor Contact data match found

in Salesforce.com

Additional Lead data

New Contact data

Contact

Clean Status: Not Found

Company Detail

Data.com/D&B

Sync job to update DUNS number if the Company is created

in D&B using Data.com API

Lead

New Account data

Account

• Enable Web-to-Lead and create User From with minimal set of fields

• Create for with custom fields as well as hidden inputs

• Add Validation and Error checking to Form for better quality data comparison

• Post the HTML form snippet to web site

• Max 500 Lead creation in 24 hour

• Additional requests Salesforce.com stores in pending queue max limit is 50,000

• Executes remaining requests on limit refresh

Web-to-Lead

• Convert Lead allows to create Account/Contact/Opportunity

• All data from Lead is copied into new Account, Contact and Opportunity

• In-order sync Company data with D&B(DUNS number) Data.com support is helpful

• Prior to Lead creation/conversion compare the it with Data.com

• Add button to ‘Data.com Match Company’ which will trigger match/search in Data.com

• If the match found select it, D&B/Company related data added to Lead

• If Company exist in Data.com then corresponding D&B record is automatically created in Salesforce and linked to the lead record via D&B company field

Match Lead to Company

• DATA mismatch

• DATA type mismatch

• Duplicate Accounts/Contacts

• Existing triggers/Workflow Rules

Challenges

Q & A