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 > Settings > Enrichment

The “Enrichment Field Mapping” section has 3 tabs - 1 for each of the record types that we enrich in Salesforce.

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 of these are enabled.

Overwrite Settings

There are 3 overwrite settings available.

Blank

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

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 changed. 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.

Type in the Clearbit Source field or select from the list.

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.

Then 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.




Remove a Field Mapping

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