The DataFox Integration for Salesforce is a powerful tool for marketing and sales teams to identify best-fit accounts in Salesforce.
One challenge is you may want to build a search or identify a list in DataFox and then run a report in Salesforce for these companies. This can be helpful for pushing values to Salesforce.
Marketing teams can use these list names to run campaigns on groups of companies their targeting and Sales leadership can bubble up interesting data points so the team is aware of key information during the prospecting and sales cycle.
One-Time Setup of DataFox List Name Syncing in Salesforce
1. Log in to your Salesforce instance and navigate to DataFox Settings.
The updated Salesforce package should push the list name over by default in the settings, but you'll want to confirm the list name is being mapped correctly as shown below:
All companies in your DataFox List will be tagged in Salesforce with your list name. This is a great way to notify your sales teams of specific company lists or campaigns you want them using during the sales cycle or other highlight other data points that would be valuable during the sales cycle. Please see image below of how the list name would appear in Salesforce:
Syncing List Names Immediately
Run into a case where you need the list names synced immediately? An advantage to list name syncing is the ability to push names to Salesforce instantly. Normally, syncing with Salesforce requires 24 hours to update. With this method, however, you can accomplish this in seconds.
1. To do so, navigate to Settings in your DataFox instance.
2. Afterward, select Salesforce. Here, you should see your Salesforce Sync History.
3. Select the List Names tab. On this module, there's an option for "Resync List Names." Check relevant boxes and select it. Checked boxes will instantly push over to Salesforce.
With this utility, you can organize stronger marketing campaigns and reach out to prospective new clients. Your reps can run reports in Salesforce to pull those DataFox company lists.
If you have additional questions, please reach out to us at email@example.com.