DataFox has mutually exclusive, proprietary industry classifications mappable to Salesforce to efficiently balance territories by industry. In order to see these data points in Salesforce, you’ll need to generate custom fields and map them within the DataFox settings.
First, please make sure the most recent Salesforce package is installed. Then, go to the DataFox Settings within Salesforce to confirm the industry fields are available.
Once you’ve confirmed the industry mappings are available, you’ll need to generate custom fields to map these values to by returning to your Salesforce instance and select Setup.
Once there, navigate to Build > Accounts > Fields. Select the Fields object.
Once you select Fields, you will see a new page for Account Fields. Here, scroll to the middle of the screen (Account Custom Fields & Relationships) and select “New.”
Here, under Data Types, find and select “Text Area.”
Now, we will fill out the details of our custom field.
For field label, we will input DF_Industry, and Field Name DF_Industry_c.
Select Next, choose the security preferences, then select save. Please note, you’ll need to repeat this process for the DF Sub Industry as well.
Map Custom Industry Fields
With your custom fields now added, you need to map them. To do so, return to DataFox Settings.
Under DataFox Settings, locate Industry and Sub-Industry. Set these to the correct fields with the drop down (ie Industry > DF_Industry_c and Sub Industry > DF_Sub_Industry_c) and spot check an account to make sure this information is being passed through to your custom fields.
If you have any questions, please reach out to firstname.lastname@example.org.