The Importance of Unique Data
The DataFox Account Score allows you to take custom information from your Salesforce or other sources to create a unique, accurate methodology to bubble up your best fit accounts.
Pushing Account Fields from Salesforce to DataFox
Fields from Salesforce can be integrated into your DataFox instance, which can then be used as Filters. From there, those same Filters can be utilized for Account Scoring. Please note, you must have admin privileges in DataFox to push these fields over.
We’ll demonstrate how to integrate your Salesforce fields below:
1. In your DataFox instance, select “Settings” located in the top-right drop down.
2. Once in Settings, navigate to the "Fields" object.
3. When Fields is selected, you will be presented with all your currently integrated Salesforce Fields, as shown:
From here, you can scroll through the Fields and check the boxes for each you think will be valuable to your Account Scoring criterion.
Please note, when you select your preferred criteria, it will take at least 24 hours to update your DataFox instance.
Integrating Salesforce Fields from Custom Spreadsheets
You may also upload custom lists/spreadsheets, allowing you to apply exact, granular results. These lists can be sourced from Excel/CSV files, online sources, or lists you send to the DataFox team.
This is a powerful option for users as it allows you to specify the exact results desired with lists and spreadsheets built by your team.
You can learn more about importing lists here:
If you have additional questions, please reach out to us at email@example.com.