Table of Contents - Business Contacts & Company Info · • Exporting Enhanced Leads, Accounts, and...
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Transcript of Table of Contents - Business Contacts & Company Info · • Exporting Enhanced Leads, Accounts, and...
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Table of Contents
Getting Your Data out of Salesforce
• ImportingDatafromSalesforcetoZoomInfo
• SigningintoSalesforcefromZoomInfo
• SelectingaResourceandNamingaFile
• FilteringYourData
• ProcessingImports
• TroubleshootingImportErrors
Leveraging Your Salesforce Data in ZoomInfo
• UsingDataIntegrationswithListBuilder
• ListBuilderFeatures
• SuppressionFiles
• HowtoUseKeyAccountsinListBuilder
• UsingDataIntegrationswithInsights
• InsightsFeatures
• UsingDataIntegrationswithEnhance
Shipping Data Back to Salesforce
• ImportantTipsforExportingZoomInfoPeopleandCompanyDatatoSalesforce
• ExportingNewLeadsfromListBuildertoSalesforce
• ExportingEnhancedLeads,Accounts,andContactstoSalesforce
• ColumnMapping
• ProcessingExports
• TroubleshootingExportErrors
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GettingYourDataoutofSalesforce
Getting Your Data out of Salesforce
Importing Data from Salesforce to ZoomInfo
1. OnceyouhaveloggedintoZoomInfo,clickon“MyLists,”locatedontheupperright-hand
sideofthepage.
2. Next,click“ImporttoMyLists.”
3. Whentheloginboxappears,youwillneedtoenteryourSalesforcecredentials.Toavoid
enteringyourSalesforcecredentialseverytimeyouusethisapplication,checktheboxthat
says“Remembermycredentials.”
Note:TousetheZoomInfoDataIntegra-
tionstool,SalesforceAPIaccessmustbe
enabledwithinyourenvironment.Thisisa
standardfeatureforSalesforceEnterprise
Editioncustomers.GroupEditionandPro-
fessionalEditioncustomerswillneedto
contacttheirSalesforceAccountExecutive
tohaveSalesforceAPIaccessenabled.
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Getting Your Data out of Salesforce
Signing into Salesforce from ZoomInfo
1. EnteryourSalesforceusername.Ifyouhave
forgottenyourusername,thisvideofrom
Salesforcecanassistyou.
2. EnteryourSalesforcepassword.Ifyouhave
forgottenyourpassword,gototheSalesforce
loginscreenandclickon“forgotmypassword?”
3. Select“Production”inthedropdownmenu.For
testinganddevelopmentpurposes,youcanalso
connecttoyour“Sandbox”environment.
4. Toavoidhavingtore-enteryourSalesforcecredentialsinthefuture,checktheboxthatsays
“Remembermycredentials.”
5. Securitytoken:Asecuritytokenisanautomaticallygeneratedkeythatyouusewithyour
password,orinaseparatefield,whenyouuseaclientapplication(ZoomInfo)toconnect
withSalesforce.
Ifyoudonothaveyour
existingsecuritytokenon
hand,youwillneedtoreset
yoursecuritytokenby
followingtheinstructions
outlinedbySalesforce.
Toavoidhavingtoenter
yoursecuritytoken
duringtheimportand
exportprocess,youcan
whitelistZoomInfoinyour
Salesforceenvironment.
Getadditionaldetailson
howtodothisonthe
Salesforcewebsite.
Note:Tofindandwhitelist
theZoomInfoIPserver
address,youmustbea
Salesforceadministrator.
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Getting Your Data out of Salesforce
To Find the ZoomInfo IP Server address:
1. LoginintoyourSalesforceaccount.
2. Clickonyournamelocatedonthe
upperright-handsideofthepage.Then
choose“Setup”fromthedropdownmenu.
3. Navigateto“AdministrationSetup”located
onthelowerleft-handsideofthepage.
Thenclick“ManageUser.”
4. Select“LoginHistory”fromthedrop
downmenu.
5. Next,gobacktoZoomInfoandclickon
“MyLists.”Thenclickon“ImporttoMy
Lists.”Whenprompted,attempttologinto
yourdesiredSalesforceenvironment,
leavingthesecuritytokenblank.Thiswill
resultinanerrorontheZoomInfoside.
6. GobacktoyourSalesforce“LoginHistory”
screenandfindtheentrythatshowsyour
attemptedlogin.TheSourceIPColumn
associatedwiththatloginattempt
containstheIPaddressyouneedto
whitelist.
To Whitelist the ZoomInfo IP Server:
1. CopytheSourceIPaddress.Thennavigate
to“AdministrationSetup”locatedonthe
lowerleft-handsideofthepageandclick
“SecurityControls.”
2. Nextclick“NetworkAccess.”Atthetopof
thepage,clickthe“New”button.
3. PastetheSourceIPnumberintothe“Start
IPAddress”box.Repeatthisstepforthe
“EndIPAddress”box.
4. AddadescriptionoftheIPaddress.
(Ex:ZoomInfoDataIntegrations).
5. Click“Save.”
ZoominfoisnowwhitelistedinyourSales-
forceenvironmentandyounolongerneed
toenterasecuritytokenwhenaccessingthe
application.
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Selecting a Resource and Naming a File
1. Fromthedropdownmenu,choosethetype
ofresourceyouareimporting.Youcan
choose,“Leads,”“Contacts,”or“Accounts.”
2. Createanameforyourlist.Pleasenote,
ZoomInfowilladdatimestamptoyourfile
thatwillfollowtheformat“year,month,day,
hour,minute,second.”
(ex:MarketingExecutives_20150731110483)
Getting Your Data out of Salesforce
Filtering Your Data
Selectthecriteriafor
theSalesforcerecords
youwanttoimport.
Some examples include:
• AllLeadsbyaparticular
salesrep,campaign
source,leadstatus,or
leadscore.
• AllClosedwonaccounts
bygeographiclocationor
withinaspecifictimeframe.
• AllContactswithlastactivity
datebefore“X,”byvertical,
orwithaflaglikebounced
emailsettotrue.
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Filtering Your Data (Continued)
Youmayalsoaddadditionalrowstofurther
specifyyourimportcriteriabyclickingon
“AddAdditionalFilter,”whichislocatedjust
abovethe“Next”button.Pleasenote,you
canalsoremovefieldsbyclickingthe
orange“X”foreachrow.
Onceyouarefinishedselectingyourfilters
click“Calculate.”Thiswilltellyouhow
manyrecordsyouarepreparingtoimport.
Note: Youcannotimportmorethan5,000,000recordsatonetime.
Getting Your Data out of Salesforce
Processing of Imports
Importsoflessthan4,000recordsareprocessed
onthespot.Thistypicallytakesoneminuteor
less.Importsofmorethan4,000recordstake
sometimetobeprocessed.Youwillbenotified
viaemailonceprocessingiscomplete.
Troubleshooting Import Errors
Intheeventthatyourimportfailed,or
anerroroccurred,youwillbenotified
viaemail.Adetailederrorlogwillbe
attached.Dependingonthenatureof
whatoccurred,youmaywanttonotify
yourSalesforceadministratortoassist
youintroubleshooting.Youmayalso
contactourCustomerSuccessteamat
781.693.7575,orbyemailat
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LeveragingYour SalesforceDatainZoomInfo
Leveraging Your Salesforce Data in ZoomInfo
Using Data Integrations with List Builder
1. Tobegin,makesureyouhaveimportedacurrentkeyaccountslistorsuppressionfilefrom
Salesforcetothe“MyLists”page.Ifyouhavenotdonethis,referbacktothesection
“GettingYourDataoutofSalesforce”fordetailedinstructionsonhowtoproceed.
2. OnceyourSalesforcedatahasbeenimported,click“Build,”locatedontheupperright-hand
sideofthepage.ThiswilltakeyoutotheListBuildertool.
ListBuilderenablesyoucreatetohighly
targetedB2Bcontactliststofuelyour
salespipelineandmarketingcampaigns.
DataIntegrationsmakesiteasytofind
newleadsforyourkeyaccountswhile
suppressingagainstyourexistingleads
andcontactstohelpavoidduplicate
entriesandrepeatpurchases.
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Leveraging Your Salesforce Data in ZoomInfo
List Builder Features
Create highly targeted lists from scratchDefinespecificcriteriathrough
whichListBuildercanfilter
contactsandreturndata,which
canthenbeseamlesslyexported
toSalesforce.
Avoid duplicating informationToensureListBuilderonlypro-
videsyouwithnewdata,import
yourexistingLeads,Accounts,and
ContactsfromSalesforceforuse
asasuppressionfile.
Suppression Files
Toavoidre-purchasing
contactsandduplicating
informationinyour
Salesforcedatabase,it
iscrucialthatyouupload
asuppressionfilewhen
youreachtheshopping
cartpageduringyour
transactioninListBuilder.
Reach your targeted prospectsImportalistofyourkeyaccounts
fromSalesforceandfindspecific
contactsinthecompaniesyou
careaboutmost.Youcandefine
demographicparametersforyour
resultsandlimitthenumberof
contactswithineachcompany
thatarereturnedbyListBuilder.
AfteryoupreviewandnameyourfileinListBuilder,youwill
betakentothepagewhereyoucansubmityourrequest.
Beforesubmittingyourquery,applyasuppressionfileby
clicking“Upload/SelectaFile.”Thenchoose“SelectfromMy
Lists”andclickonthepreviouslyimportedSalesforcefileyou
wishtouse.
Toensurethebestresults,ZoomInfosuggestsmappingthe
“FirstName,”“LastName,”“JobTitle,”and“CompanyName”
columnsfromyourimportedfiletothecorrespondingZoom-
Infodatapointsunderthecolumnlabeled“OurBestGuess.”
Note: Youcanapplymultiplesuppressionfilesagainstthe
sameListBuilderrequest.
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How to Use Key Accounts in List Builder
Leveraging Your Salesforce Data in ZoomInfo
ListBuilderallowsyouto
restrictyoursearchtoalist
ofcompaniesyouconsider
tobeyourtargetaccounts.
ZoomInforeferstothisasa
“keyaccountlist”(MatchFile).
Allpeoplerecordsreturned
byListBuilderareconnected
tothelistofcompaniesyou
provided.
1. Tobegin,makesureyou
haveimportedacurrent
keyaccountslistor
suppressionfilefrom
Salesforcetothe“My
Lists”page.Ifyouhave
notdonethis,referback
tothesection“Getting
YourDataoutof
Salesforce”fordetailed
instructionsonhowto
proceed.
2. Next,click“Build,”located
ontheupperright-hand
sideofthepage.Thiswill
bringyoutotheList
Buildertoolwhereyou
willleverageyourkey
Accountsimporttofind
newleads.
3. Next,choosewhattypeof
contactinformation
MUSTbeincludedinthe
datareturnedbyList
Builder.Youmaychoose
“Email,”“Phone(direct),”
“Phone(any),”“Phone
ANDEmail,”or“Phone
OREmail.”Whenyouare
finished,clickontheright
arroworontheboxthat
says“MatchFiles.”
4. Onceyouarein“Match
Files,”youwillwantto
accessyourkeyaccounts
list.Todothis,clickon
“Upload/SelectaFile.”
Thenchoose“Selectfrom
MyLists,”andclickonthe
previouslyimported
Salesforcefileyouwishto
use.
5. Mapcolumnssuchas
“CompanyName”and
“CompanyDomainName”
fromyourkeyaccounts
importfiletothe
correspondingZoomInfo
value.Toensurea
successfulmatch,we
recommendmappinga
minimumoftwofields.
6. Next,continuethrough
thepromptsinList
Builderanddefinethe
managementlevels,job
functions,andlocations
forthelistofnewcontacts
youwillbegenerating.
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How to Use Key Accounts in List Builder (Continued)
7. Previewyourqueryand
makerefinementsas
needed.Oncesatisfied,
clickthegreen“Save
Query”button.
8. Beforesubmittingyour
request,click“Upload/
SelectaFile”toapply
asuppressionfile.Then
choose“SelectfromMy
Lists,”andclickonthe
previouslyimported
Salesforcefileyouwish
touse.Youcanrepeat
thisprocessandapply
multiplesuppression
filestothesameList
Builderquery.Weadvise
suppressingagainstboth
yourSalesforceLeadsand
Contacts.
Please note:
Thesuppressionfilewill
notbeappliedtoyour
purchasedlist,untilafter
yousubmityourrequest.
Thatmeansthe“Record
Counts,”TotalRecords,”
and“TotalUnique
Records,”inyourshopping
cartwillnotreflectthe
actualnumberofrecords
thatwillbegeneratedfor
yourfinallist.
9. Afteruploadingyour
suppressionfile,clickthe
“SubmitMyRequest”
buttonontherightsideof
thepage.Wewillnotify
youviaemailthemoment
yourlistisready.
10. Onceyourlistisready,
youwillwanttoexport
yournewleadsto
Salesforce.Formore
detailsonhowtodothis,
referenceourstep-by-
stepinstructionsonhow
to exportleadsfromList
BuildertoSalesforce.
Leveraging Your Salesforce Data in ZoomInfo
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Using Data Integrations with Insights
1. Tobegin,makesure
youhaveimported
currentLeads,Accounts
orContactdatafrom
Salesforcetothe“My
Lists”page.Ifyouhave
notdonethis,referback
tothesection“Getting
YourDataoutof
Salesforce”fordetailed
instructionsonhowto
proceed.
2. OnceyourSalesforce
datahasbeenimported,
click“Insights,”located
ontheupperright-hand
sideofthepage.
3. Thenclick“Upload/Select
aFile”andchoose“Select
fromMyLists.”Clickon
thepreviouslyimported
Salesforcefileyouwish
touse.
4. Toensurethebest
results,ZoomInfo
suggestsmappingthe
“FirstName,”“Last
Name,”“JobTitle,”and
“CompanyName”
columnsfromyour
importedfiletothe
corresponding
ZoomInfodatapoints,
underthecolumnlabeled
“OurBestGuess.”
5. WhenyourInsightsfileis
finishedprocessing,
youwillreceiveanemail
notification.Toretrieve
yourfile,clickon
“Insights”locatedon
theupperright-hand
sideoftheZoomInfo
website.Thenclickon
yourfileinthe“Insights
Request”section.
Insightsallowsyoutoanalyzeyour
data,identifyyourbuyerpersonas,
andreplicatesuccessfulcampaigns
withadditionalcontacts.
Leveraging Your Salesforce Data in ZoomInfo
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Leveraging Your Salesforce Data in ZoomInfo
Insights Features
Job FunctionRunyourSalesforcedatathroughInsightsto
segmentpeoplebyjobfunctionandmanage-
mentlevel.Identifypersonasbasedonyour
segmentationandgetnewcontactsmatching
yourbestbuyerstoreplicatesuccess.
Company SegmentationRunyourSalesforcedatathroughInsightsto
segmentcompaniesbyindustry,revenue,and
employeesize.Identifypersonasbasedonyour
segmentationandgetnewcontactsmatching
yourbestbuyerstoreplicatesuccess.
People per CompanyUseInsightstoidentifyhowmanyofyour
contactsorleadsaretiedtoyourtargeted
accountsandcreatelistsofadditionalpersons
withinthoseorganizationsthatmatchyour
targetdemographic.
Persona FinderIdentifysegmentswithinyourdatabaseacross
multiplecriteria.Createlistsofadditionalper-
sonswhomatchthepersonaofyourchoice.
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Using Data Integrations with Enhance
Leveraging Your Salesforce Data in ZoomInfo
Enhanceenablesyoutoanalyzethe
contentsofyourSalesforcedatabase
andfillinanymissingcontactinfor-
mation,firmographicdata,andmore.
1. Tobegin,makesureyouhaveimportedcurrentLead,AccountorContactdatafrom
Salesforcetothe“MyLists”page.Ifyouhavenotdonethis,referbacktothesection
“GettingYourDataoutofSalesforce”fordetailedinstructionsonhowtoproceed.
2. OnceyourSalesforcedatahasbeenimported,clickon“Enhance,”locatedontheupper
right-handsideofthepage.
3. Next,click“Upload/SelectaFile.”Thenchoose“SelectfromMyLists,”andclickonthe
previouslyimportedSalesforcefileyouwishtouse.
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Leveraging Your Salesforce Data in ZoomInfo
Using Data Integrations with Enhance (Continued)
4. ToEnhanceyourSalesforceLeadsorContacts,use“PersonEnhance.”ZoomInfowill
providemissingtitle,email,phone,andfirmographicdata.
InorderforZoomInfotoprocessyour“PersonEnhance”request,youneedtomap
atleastoneofthefollowingdatapoints:
• EmailAddress
• FirstNameANDLastNameANDURL
• FirstNameANDLastNameANDCompanyName
• ZoomInfoPersonID
5. ToEnhanceyourSalesforceAccountsdata,use“CompanyEnhance.”ZoomInfowill
providemissingfirmographicinformationsuchaswebsiteaddress,HQlocation,
revenue,andheadcount.
InorderforZoomInfotoprocessyour“CompanyEnhance”request,youneedtomap
atleastoneofthefollowingdatapoints:
• URL
• CompanyName
• EmailAddress
• ZoomInfoCompanyID
6. Ifyouwouldliketofiltertherecordsthatwillappearinyouroutputfile,youmaychoose
todosofromthepopupmenuonyourscreen.Youcanthenselectthecontactand
companyfiltersyouwouldliketoapply.
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Shipping Data Back to Salesforce
ShippingDataBacktoSalesforce
Important Tips for Exporting ZoomInfo People and Company Data to Salesforce
1. ToexportdatafromZoomInfotoSalesforce,navigatetothe“MyLists”page
andclickonthegeariconnexttothefileyouwishtoexport.Select“Exportto
Salesforce.”Note,youmustfirstredeemyourlistforthisoptiontoappear.
2. Toensureasuccessfuldatatransfer,werecommendtakingthefollowingprecautions:
• VerifyTrackFieldHistoryhasbeenenabledinyourSalesforceenvironment.
• Ifimportingnewleads,makesureyouleveragedyourexistingSalesforcedataas
a “suppression file.”FailuretodosomayresultinduplicateentriesinSalesforce.
• Ifupdatingexistingleads,accounts,orcontacts,pleaseconfirmtheZoomInfo
EnhancewasexecutedonacurrentfileimportedfromSalesforce.Failuretodoso
mayjeopardizethequalityofyourexportasupdatesarebasedontheSalesforce
IDforeachrecord.
• ZoomInfosuggestsassigningavaluetoaspecificsalesforcefield.Thiswillserveas
auniqueidentifierassociatedwithyourimport,andactsasafailsafeintheevent
youarenotsatisfiedwiththequalityofyourimport.
3. EnteryourSalesforceusernameandpassword.Youwillonlybeaskedtodothisifyoudid
notcheckofftheboxthatsays,“Remembermycredentials,”duringapreviousexport.To
avoidenteringyourcredentialsforfuturedatatransfers,checktheboxthatsays,“Remember
mycredentials.”
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Shipping Data Back to Salesforce
Important Tips for Exporting ZoomInfo People and Company Data to Salesforce(Continued)
4. Sendingyourlist:WhenexportingyournewleadsfromListBuilder,remembertoselectthe
optionthatsays“SendtoSalesforceasnewLeads.”Ifupdatingpersonorcompanydataafter
usingEnhance,choose“UpdateexistingLeadsorContacts,”insteptwooftheexportwizard.
Note:Youmaynotexportmorethan1,000,000recordsatatime.
Exporting New Leads from List Builder to Salesforce
1. ToexportnewleadsfromZoomInfotoSalesforce,navigateto
the“MyLists”pageandclickonthegeariconnexttothelist
youwishtoexport.Select“ExporttoSalesforce.”Note,you
mustfirstredeemyourlistforthisoptiontoappear.
2. EnteryourSalesforcelogincredentialsandclick
“Next.”Toavoidhavingtore-enteryourlogin
credentialseachtimeyouexport,clickthe
“Remembermycredentials,”box.Thenselect
“SendtoSalesforceasnewLeads.”
3. MapthespecificSalesforcecolumnstothe
desireddatafromZoomInfo,ortocustominputvaluestofityourneeds.Formoredetails,
refertothesectiontitled“ColumnMapping.”
Note:ZoomInfosuggestassigninganinputvaluetoaspecificSalesforcefield.Thiswillserveas
auniqueidentifierassociatedwithyourimport,andactsasafailsafeintheeventyouarenot
satisfiedwiththequalityofyourimport.
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Shipping Data Back to Salesforce
Exporting Enhanced Leads, Accounts, and Contacts to Salesforce
1. ToexportenhancedrecordsfromZoomInfoto
Salesforce,navigatetothe“MyLists”pageandclick
onthegeariconnexttothefileyouwishtoexport.
Select“ExporttoSalesforce.”Note,youmustfirst
redeemyourlistforthisoptiontoappear.
2. EnteryourSalesforcelogincredentials
andclick“Next.”Toavoidhavingto
re-enteryourlogincredentialseach
timeyouexport,clickthe“Remember
mycredentials”box.Next,choose
“UpdateexistingLeadsorContacts.”
Note,EnhanceistheonlyZoomInfo
featureforwhichyouwillselectthis
option.
3. MapthespecificSalesforcecolumnsto
thedesireddatafromZoomInfo,ortocustominputvaluestofityourneeds.Formore
details,refertothesectiontitled“ColumnMapping.”
Note: ZoomInfosuggestsconfirming“TrackFieldHistory”isturnedoninyourSalesforce
environment.YoushouldalsoassignaninputvaluetoaspecificSalesforcefield.Thiswillserve
asauniqueidentifierassociatedwithyourimport,andwillprovideafailsafeintheeventthat
youarenotsatisfiedwiththequalityofyourreport.
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Shipping Data Back to Salesforce
Column Mapping
DataIntegrationsincludesasophisticatedcolumnmappingfeaturetoensurethatthedata
transferredbacktoSalesforcefitsyourspecificneeds.
1. StartbyselectingtheSalesforcefieldsyouwishtowriteto,usingthedropdownmenuin
theleftcolumn.
2. Usingthemiddlecolumn,selecttheoperationthatbestfitsyourneeds.
3. Intherightcolumn,selecttheOriginalSalesforcedata,ZoomInfocolumn,oraspecificinput
valueyouwishtomaptoSalesforce.
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Column Mapping (Continued)
ZoomInfosupportscomplexconditionalmappingtoasingleSalesforcefield.Belowisa
detailedexampleofhowtodothisusingphonenumbers.Inthisexample,thecustomerdoes
notwanttooverwriteanyexistingdataintheircontactrecords,butwouldliketoinsertadirect
dialphonenumberiftheydonothaveone.Furthermore,ifthecontactrecordhasnophone
number,andZoomInfodoesnothaveadirectdialnumberonfile,theywouldliketoinserta
companyphonenumber.
1. Intheleftcolumn,selectthe
Salesforcefieldfor“Phone.”
2. Usingthemiddlecolumn,
selecttheoperation“Mapto
ZoomInfofield.”
3. Intherightcolumn,selectthe
inputvaluefortheOriginal
Salesforcedata“Phone”field.
4. Usingthebuttonatthebottom
ofthewindow,click“Map
additionalfield.”
5. Repeatsteps1and2inthenewrowthatappears.
6. Intherightcolumn,selecttheinputvaluefortheZoomInfocolumn“DirectPhoneNumber.”
7. Next,usingthebuttonatthebottomofthewindow,click“Mapadditionalfield”again.
8. Repeatsteps1and2inthenewrowthatappears.
9. Intherightcolumn,selecttheinputvaluefortheZoomInfocolumn“CompanyPhone
Number.”
Shipping Data Back to Salesforce
Original data
ZoomInfo
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Column Mapping (Continued)
The end result of this operation is as follows:
Pre-existingSalesforcephonenumbersforEnhancedrecordswillbeoverwrittenwithphone
numbersfromyouroriginalimportfile.Thismeans,ifyouarenotusingacurrentimportfile,
anychangesyou’vemadeinSalesforcebetweenyouroriginalimportandthisexportwillbe
revertedbacktotheiroriginalvalues.
Ifthereisnopre-existingphonenumberforaparticularcontactrecord,andZoomInfohasa
directdialnumberonfile,thatrecordwillbeupdatedwiththeZoomInfodirectdialphonenumber.
Ifthereisnopre-existingphonenumberforaparticularrecord,andZoomInfodoesnothavea
directdialphonenumberonfile,thecompanyphonenumberwillbewrittentothephonefield.
Ifthereisnoexistingphonenumberfortherecord,andZoomInfodoesnothaveadirectdial
phonenumber,oracompanyphonenumber,thephonenumberforthiscontactrecordwill
remainunchanged.
Shipping Data Back to Salesforce
Processing of Exports
Exportsunder4,000recordsareprocessedon
thespot.Thistypicallytakesoneminuteorless.
Exportsover4,000recordstakesometimeto
process.Youwillbenotifiedviaemailonce
processingiscomplete.
Troubleshooting Export Errors
Intheeventthatyourexportfailed,
orthatanerroroccurred,youwillbe
notifiedviaemail.Adetailederrorlog
willbeattached.Dependingonthe
natureofwhatoccurred,youmaywant
tonotifyyourSalesforceadministrator
toassistyouintroubleshooting.You
mayalsocontactourCustomerSuccess
teamat781.693.7575,orbyemailat
