The DataFox Salesforce integration enables bidirectional syncing between the platforms. It ensures Accounts are enriched with DataFox company data. It also ensures that Opportunity, Lead, and Contact information is regularly synced to DataFox, where it can be used to provide your team with timely, actionable information.
This article will show you how to configure your settings to ensure the right information is passed from Salesforce to DataFox and visa versa.
1. First, log in to your DataFox instance and navigate to Settings. Open the Admin Settings panel.
2. Afterward, navigate to the Salesforce tab. Here, you will see a variety of information regarding your Salesforce sync. You will want to select the “Sync to Salesforce” option if not done already.
3. Open the Admin Settings panel. Here, you will need to adjust settings as desired, from resync frequency to the number of companies synced.
Afterward, check the “Sync Your Leads and Contacts” option and then “Save Changes.”
You can also choose to sync your Opportunities and Opportunity Amounts here. This is helpful for reporting, and can also be used in Account Scoring criteria.
When you’re syncing to an Account for the first time, company data will enrich in Salesforce immediately. However, your Lead and Contact numbers will update according to your resync settings. When you promote a Secondary Account to Primary, these numbers will update within a few hours.
If you have additional questions, please reach out to us at firstname.lastname@example.org.