Legacy Managed Package: How to Create a Job Change Report in Clearbit's Legacy Salesforce Integration

Last Updated: October 25, 2023

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With Clearbit's proprietary job change data, itā€™s now possible to see when your existing leads, contacts, or champions change jobs.Ā 

OurĀ inactiveAt field represents the time at which we first believe a Lead or Contact became inactive at that position. It's updated nightly in Salesforce and is powered on 2 key data-points:

  1. Email Deliverability: once a month, we'll ping the email to make sure it's active.
  2. Employment: once a month, we'll check the Clearbit Person employment data for changes.

You can get started by running a report on all Leads (or Contacts) where inactiveAt has a value. Within a few seconds, you'll be able to save your time a heap of time by weeding out a group of stale contacts.

Create a Job Change Report

The way to surface this insight is to pull a simple Salesforce report. In Clearbit Analytics - choose the first report Recent Contact and Lead Inactive Emails.
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Alternatively, you can manually create this report by following the steps below:

  1. Find the Reports tap, and select theĀ New ReportĀ button.
    Screen_Shot_2022-03-09_at_5.28.24_PM.png
  2. Under ChooseĀ Report Type, search forĀ Leads and Clearbit,Ā select it and hit the continueĀ button. (To run a report on Contacts, select Contacts & Accounts and Clearbit)
    Screen_Shot_2022-03-09_at_5.30.18_PM.png
  3. From the left-hand pane, double-click on the fields below to see them in your report:
    • email
    • Clearbit: inactiveAt
    • Clearbit: Linkedin Handle
    • Lead Owner
      Screen_Shot_2022-03-09_at_5.35.18_PM.png
  4. Click theĀ FiltersĀ tab, and set the Show MeĀ field to All leads.
    Screen_Shot_2022-03-09_at_5.36.28_PM.png
  5. Confirm that the Create Date field is set to All time.
  6. In the Add filter search bar, find Clearbit: inactiveAt, and set it to not equal to "".
  7. Run the report, and that's it!

šŸ’” Clearbit Tip:Ā As a best practice, we'd recommend scheduling the report to run once a month.