Clearbit for Salesforce: FAQ
Frequently Asked Questions:
- What is Live Enrichment?
- What are Field Mappings?
- What is the difference between Backfill and Refresh Enrichment?
- How long does a Backfill Enrichment take to complete?
- What is the Clearbit Analytics tab for?
- What are all the Clearbit Request Processor jobs and what impact does this have?
- How do I change the user listed on the Clearbit Hourly Processor job?
What is Live Enrichment?
Live Enrichment is when Clearbit enriches records upon record creation or modification of certain fields.
When an Account, Contact, or Lead is created, Clearbit will create a Clearbit record and enrich it if:
- The Account has a website
- The Contact has an email
- The Lead has an email or website
When an Account, Contact, or Lead is modified, Clearbit will only attempt a new enrichment if:
- The website field is modified on the Account
- The email field is modified on the Contact
- The email or website field is modified on the Lead
The data will only be copied from the Clearbit record to the parent standard object record if field mapping is also turned on.
What are Field Mappings?
Field mappings control what data gets written from a Clearbit record to its parent lead, contact, or account record. You configure these field by field, determining which Clearbit attribute will be written to which field.
Note: When setting your field mappings, be on the lookout for incomplete mappings! These are marked by a small magnifying glass symbol, indicating the mapping did not complete correctly (see below). If you run into this problem, follow the troubleshooting steps outlined here.
What is the difference between Backfill and Refresh Enrichment?
A Backfill Enrichment re-enriches all the records of one type (i.e. leads, contacts, or accounts), allowing you to keep all your records up-to-date with Clearbit's most recent data. These are initiated manually from the Clearbit Settings > Enrichment and will begin processing as soon as you click Enrich records > Backfill.
Refresh Enrichment performs the same exact process, but instead of requiring you to manually run it each time like a Backfill, Refresh allows you to schedule recurring enrichments. For example, you could schedule a Refresh Enrichment of accounts that runs on the last Friday of every month at 5pm. To schedule this, go to Clearbit Settings > Enrichment, click the Enrich records dropdown, and click Schedule. From there, follow the prompts to configure your schedule. Once this is set, Clearbit will automatically re-enrich all of your accounts following the schedule you provided.
Both Backfill and Refresh run on background jobs and do not use any of your SFDC API calls.
How long does a Backfill Enrichment take to complete?
It depends on how many records you have in your Salesforce org. A Backfill can take less than an hour or more than a day - the latter applies to Salesforce orgs with hundreds of thousands of records. We usually recommend running Backfill Enrichments at the end of the day so they can process over night.
What is the Clearbit Analytics tab for?
The Clearbit Analytics tab gives you a high-level breakdown of how many records are eligible for enrichment and how many of those records Clearbit has successfully enriched. It also has links to various Clearbit reports that provide more detailed breakdowns of how Clearbit is performing in your Salesforce org.
What are all the Clearbit Request Processor jobs and what impact does this have?
You may notice many Clearbit Request Processor jobs in your Scheduled Jobs list in Salesforce. Our Salesforce package uses these jobs to process record enrichments, but there's an important distinction to make between Clearbit Request Processors and other jobs in the list. The key difference is the Next Scheduled Run column of that list.
You should see that Clearbit Request Processor jobs do not have a date/time in the Next Scheduled Run column but the Clearbit Hourly Processor job does. This is important because Salesforce imposes a limit on the number of jobs that can be in this list, but only jobs with a 'next scheduled run' value actually count toward that limit. So while there are 6 jobs in the example above, only 1 of them counts toward the scheduled job limit. The many Clearbit Request Processors are very short-running jobs that do not count toward this limit and will have a negligible impact on the performance of the Salesforce org.
How do I change the user listed on the Clearbit Hourly Processor job?
If you want to change the user whose name is listed on the Clearbit Hourly Processor job:
- Head to Setup.
- Type in the Quick Find search bar: Scheduled Jobs.
- Sort the list by clicking the Next Scheduled Run column, and find the Clearbit Hourly Processor job that has a date/time listed in that column.
- Click Del to remove the job from the list.
- When logged in as the user whose name you want on the job, visit the Clearbit Settings tab.
Visiting the Clearbit Settings tab is all you need to do to re-create the Clearbit Hourly Processor job - no other actions required! Go back to the Scheduled Jobs list, and the hourly processor job should now be listed under the name of the user you're logged in as.