Field Mapping

Clearbit Field Mapping allows users to map any Clearbit attribute to a field in Salesforce quickly and easily. This removes the dependency on Process Builder and gives you much more flexibility for specifying how the data should be mapped and updated over time. 

 

Setup

Navigate to Clearbit Settings > Field Mapping

The Field Mapping section has 3 tabs - 1 for each of the record types that we enrich in Salesforce (i.e. Accounts, Leads, and Contacts).

Background Enrichment

Enables enrichment when a record is viewed, created or updated.

Field Mapping

Enables data to be mapped from fields on the Clearbit object to a field of your choice on Accounts/Contacts/Leads.

Make sure that both Background Enrichment and Field Mapping are enabled.

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Overwrite Settings

There are 3 overwrite settings available.

Blank

Clearbit will only populate the field if it is blank or populated with "[[unknown]]" as a value.

Tracked

Clearbit will populate blank or [[unknown]] fields and will also update them as the data changes (think employee count, revenue, Alexa rank etc). It will never overwrite data that you have manually entered. Phone Number would be a good example of a field that you should set to Tracked rather than Always.

Always

Clearbit will always overwrite the data in this field and keep it up to date even if you change it manually.

 

Default Field Mappings

By default Clearbit will have mappings created for some standard fields and the overwrite setting will be Tracked.

Clearbit Fields (Source) are on the left and the Account/Contact/Lead fields on the right (Destination).

Account

  • Account Name (if value is [[unknown]])
  • Billing Address
  • Phone
  • Industry
  • Employees
  • Description
  • Annual Revenue (for public companies)

Lead

  • First Name
  • Last Name (if value is [[unknown]])
  • Company (if value is [[unknown]])
  • Title
  • Phone (Company Line | Direct dials available as add-on)
  • Website
  • Address
  • No. of Employees
  • Industry
  • Description
  • Annual Revenue (for public companies)

Contact

  • First Name
  • Last Name (if value is [[unknown]])
  • Title
  • Mailing Address
  • Phone
  • Description

 

Create a new Field Mapping

To create a new field mapping you simply have to click the Add New Field button at the bottom of the screen.

An empty field mapping will appear. On the left side, begin entering the name of the Clearbit field you would like to map.

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On the right side, select a destination field. This is the field that will receive the specified Clearbit data when enrichment occurs. The available destination fields will be filtered down to fields of the same field type. This means you can’t map a text field to a numeric field.

The Overwrite Setting will be Tracked by default so change that if necessary.

Click on the Save button at the bottom of the screen.

 

Create a new Address Field Set

Address Field Sets use specific logic to group fields and prevent overwritten or mismatched data. You can specify the Clearbit Source - Person or Company and the Destination in Salesforce. 


 

Note: that the Address Field Set is treated as tracked as a single entity - if a country or state is already written in, Clearbit senses that data and none of the rest of the items will be pushed. 

Note: Picklists! Our mapping tool will only write US values (without Canadian/International values) when the picklist option is enabled for the State field (ie only US states are returned). 

Otherwise, without a picklist in place, we will return all values (US, Canadian and International, included).

 

Remove a Field Mapping

To remove a mapping simply click on the remove button to the right of the field mapping.

 

Key attributes

Below are a handful of the attributes frequently used by customers for lead scoring, identifying companies that fit the ICP, and finding the right person to reach out to.

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