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?
- How do I change the user listed on the Clearbit Hourly Processor job?
What is Live Enrichment?
Turning on Live Enrichment means Clearbit will create and enrich a Clearbit record each time a lead, contact, or account is created. The data will only be moved from the Clearbit record to the parent 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 tab and will begin processing as soon as you click 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. Once this is set, Clearbit will automatically re-enrich all of your accounts following the schedule you provided.
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.
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.