Legacy Managed Package: Salesforce Integration I FAQ

Last Updated: July 10, 2024

🔍 Please note: this article is for customers on Standard Bundle, Enrichment, or Clearbit Platform plans.

Find answers and general information quickly about the Salesforce Connector.

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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?

❗Disclaimer: If you signed up after  Feb 15, 2022, the workaround is no longer needed. 

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.

📝 Please 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.

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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.

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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:

  1. Head to Setup.
  2. In the Quick Find search bar, type Scheduled Jobs.
  3. 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.
  4. Click Del to remove the job from the list.
  5. 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.

What Data Attributes and Company Tags does Clearbit Return in Salesforce?

Company and Person Attributes

You can find the full list of person and company attributes we return here.

Business Classifications and Company Tags

Clearbit provides two levels of granularity when it comes to company tags: regular tags and business classifications. Regular tags can be used for very fine-grained company segmentation, while business classifications are higher-level, generic categories that can be applied more broadly to any company. Keep in mind that the regular tags and business classifications are not presented as two separate fields in Enrichment. Both are supplied by a trained neural net algorithm that analyzes company websites.

You can find the full list of business classification tags we return here.

You can find the full list of company tags we return here.

What If I Only Want to Sync Certain Fields Over to Clearbit? 

Many customers choose to create an Integrations User within SFDC with limited permissions since the connector will only get access to those fields to which that user account has access. This allows you to mitigate any field-level security concerns. We would suggest using permission sets and profiles within SFDC. 

Will This Have a Material Impact on My API Calls? 

Fortunately, this hasn't been an issue for other customers as Salesforce's bulk API generally allows for 150M records to be read/updated daily. But if concerned, you can use sharing rules to specify which records your SFDC user has access to.

What If I Know Now That Some of My Records Won't Be Relevant to My Clearbit Use Case(s)?

Our segment builder will allow you to filter only to relevant records (for example only records with certain Stage values or Owners). In this way, even though you are syncing in all records, Clearbit will ignore any irrelevant "noise" and focus on what matters to you for the purposes of your Destinations.  

How Can I Hide a Clearbit Tab in Salesforce?

You can hide any of the following Clearbit tabs in Salesforce from a user or group of users:

  • Clearbit
  • Clearbit Settings
  • Clearbit Prospector
  • Clearbit Stats
  1. In Salesforce., navigate to Setup, click Manage Users, then Profiles.
  2. Find the Profile in question and click Edit.
  3. Navigate to the Custom Tab Settings and select Tab Hidden to prevent any user with that profile from accessing the Tab. 
  4. Click Save.
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How Do I Use Salesforce Data to Find Accounts in Prospector?

In addition to searching for your ideal new accounts using Clearbit data, you can also use the Salesforce Data filter on the Company Search tab to find Leads or Contacts at Accounts that already exist in your Salesforce org.

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The Salesforce Data Filter has 3 options:

  • All Accounts - Limit your search to only Accounts that exist in your Salesforce org
  • My Accounts - Limit your search to only Accounts that list the current user as the Account Owner
  • My Open Opportunities - Limit your search to only Accounts that list the current user as the Account Owner AND have a related open Opportunity.

This filter can also be combined with other company data filters to run advanced searches like Find me Contacts at my SaaS Accounts that have over $20M in revenue with an open Opportunity.

How Do I Enrich Accounts If I Don't Have Their Websites in Salesforce?

You can still get enriched company data by pulling an enriched Contact’s email and using the domain portion of the email to enrich the associated Account. You just need Salesforce's built-in Process Builder and Clearbit's enriched data from Contacts.

  1. To build a Process Builder Workflow, head to Setup.
  2. In the Quick Find / Search bar, type in Process Builder, and click Process Builder.
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  3. Click New to start a new Process Builder workflow.

  4. Under Process Name, name the workflow you’re building and set the process starts to when A record changes.
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  5. Now, let’s add an Object - this is the kind of record the workflow will focus on. Click on + Add Object, select Contact, click to Start the process when a record is created or edited and press Save.
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  6. Next, we’ll define the Criteria to trigger this workflow. Add a Criteria Name, then add to Accounts without Websites, then Set Criteria for Executing Actions to: Conditions are met and add these 5 Conditions:

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    📝 Please note: It’s important for the Conditions to be the right order and to pay close attention to the Operator, Type, and Value - this makes sure the data we want to use is referenced correctly.

  7. Set Conditions to: All of the conditions are met (AND) and press Save.

  8. Now, let's add an Action. Name the Action. For Record, select: [Contact].Account ID. Set your criterion to 
    Field: Website | Type: Field Reference | Value: [Contact].cbit__Clearbit__r.cbit__CompanyDomain__c
    and press Save.
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  9. Activate the Process Builder workflow.

  10. From there, run a Backfill on the Contact object (this is located in Clearbit Settings) to trigger the workflow to run on all Contacts.
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    You'll want to allow the necessary time for Backfill and Process Builder to complete. Conservatively speaking, Backfill will process 300K records per 24 hours.

Clearbit Records Stored in SFDC Are Using a Significant Amount of Storage Space is There I can Do to Reduce the Storage Usage?

We have nightly processes to clean up orphaned Clearbit records (no linked parent account/contact/lead). So if you have a bunch of old records that are no longer in use that have been enriched, you could delete those accounts, contacts, or leads and we would automatically delete your Clearbit record.

Also, under SFDC Clearbit Settings > Account, there's an option to clear up space by removing some CB objects. You can toggle this on to help with storage issues.

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How Do I Add the 'Clearbit Ready' Checkbox on My Records

  1. Go to setup.
  2. Select Object Manager, and choose the object you want the checkbox to visible on. ex - Account, Lead, Contact  
  3. In Fields and relationships, search for clearbitready field. Set the field visibility to read only.
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Company News No Longer Updated

As of July, 2024, Company News will not be shown in the widget displayed in the Salesforce Lightning Company view.