DataFox is a robust database allowing you to target best fit accounts. Now you can tag all companies that match specific criteria in Salesforce to run ABM campaigns or present sales reps with actionable tags like technologies their prospects are using.
Sync (Any) List Name to Salesforce
There are two ways to push a list name from DataFox to Salesforce. First, you can navigate to the list tab to see all available lists and click the bidirectional arrow along the right side of the screen.
Second, you're able to push the list by clicking the bidirectional arrow in the upper right corner of the screen when you've selected a list.
Once you select the arrow, you have the option to Sync List Name to Salesforce.
Please note, it's important to use a specific naming convention for the list name as this will be pushed over to the DF List field in Salesforce verbatim.
Immediately Resync List Names to Salesforce
If you'd like to resync the list name over immediate to Salesforce, please navigate to Settings > Salesforce > List Name.
Under Salesforce Sync History, you have the option to select your preferred list(s) to resync them, pushing them to Salesforce.
Note this update may take several hours before it shows up in your Salesforce instance. Need it faster? While the list name will not be instantly available in Salesforce (it should take approximately an hour), you can trigger an automatic real-time sync by following these instructions:
If you have additional questions, please reach out to us at firstname.lastname@example.org.