DataFox and Salesforce Integration
Having the wrong company information on your account objects in Salesforce is a problem. Dirty account data makes territory planning and company reporting in Salesforce nearly impossible.
By integrating your Datafox account with Salesforce, you can enrich those fields using Datafox info, which then stays updated automatically. These are Salesforce fields where we fill in the data using our API. Since it's stored in Salesforce, you can, therefore, use the DataFox data to run reports in Salesforce.
Datafox will refresh account information in Salesforce with updated information from Datafox. We will update this automatically at the frequency of your choosing (monthly, weekly, daily, etc) - you'll never have outdated account information again.
Here is an example of what this information looks like in Salesforce Classic - you can see below that we are able to pull in information like Techstack, Funding, Investors, and Headcount:
Here is an example of the same information in Lightning:
Below is a list of all of the field mappings for accounts, contacts, and leads that will get pulled from Datafox into Salesforce.
Account Level Data Fields we Automatically Sync via API
|Account Score||Account score based on user criteria|
|Alexa Rank||A ranking of traffic to the company's website|
|DataFox Score||Overall score (composite of other scores)|
|Finance Score||An estimate of finances|
|Growth Score||How quickly this company is growing|
|HR Score||An assessment of the team|
|Influence Score||How influential this company is|
|Keywords||Keywords describing the business|
|Last Funding Round Amount||Amount of the last round of financing|
|Last Funding Round Date||Date of last funding round|
|Last Funding Round Type||Ex: Series A, B, Late Stage|
|Number of Employees|
|Revenue Estimate||Revenue estimate provided by third party|
|Web Site Traffic Estimate||Estimate of website traffic computed from Alexa Rank|
Contact & Lead Level Data Fields we Automatically Sync via API
Moving Forward - Never Worry About Stale Data Again
From now on, the data will be automatically synced from DataFox via API so that your reports always run on the freshest DataFox data. You can edit the frequency on which your data is updated in the settings section of your DataFox account.
If you have additional questions, please reach out to us email@example.com.