Legacy: How to Test Salesforce Enrichment in a Sandbox Environment

πŸ” Please note: This article is for customers on Standard Bundle, Enrichment, or Clearbit Platform plans. If you signed up in 2024, you are on a Sales Intelligence for HubSpot plan: Free, Growth, or Business.

Last Updated: October 25, 2023

For pricing information, please fill out the demo-request form on our pricing page to get in touch with a sales representative.

Salesforce sandbox testing is an important requirement for operations and Salesforce admins who manage complex Salesforce implementations that lie at the center of critical business processes.

Salesforce sandboxes are copies of your Production environment. A sandbox contains all the configuration, customization, apps, and code that you have made to your Production environment (where users log in and work every day).

Skip Ahead to:Β 

Benefits of Testing Salesforce Enrichment in a Sandbox

Configuring Database Enrichment in a Salesforce Sandbox first allows teams to test and refine their setup without any risk of harm to the data or processes that your go-to-market teams rely on to market, sell, and success customers.

After testing and validating your configuration, you can replicate your sandbox settings in your production environment (and primary Clearbit account) with the confidence that your setup will not disrupt critical business processes.

How To Test Your Sandbox

1. Create New Clearbit Account for Sandbox Testing

Creating a separate Clearbit account for sandbox testing ensures that the data synced from your Salesforce Sandbox account does not impact your current audiences, destinations, and connected business processes.

  1. Create a new Clearbit account
  2. Add the necessary plans & feature flags
    1. Set the subscription Status to Trial
    2. Set the Trail Length by selecting an option that will safely accommodate the estimated time the customer will need to run their tests. Consider selecting a timeline that is at least one length longer than is required (e.g. if they estimate 1 month of testing, set the trial length to 2 months).
  3. Rename the account using a [Company Name] | Sandbox naming convention. For example, if Clearbit was a customer, rename the account to Clearbit | Sandbox.

    Screen_Shot_2022-04-25_at_4.29.06_PM.png

2. Add Team to Clearbit Sandbox Account

Invite users who are responsible for connecting, configuring, and/or testing the sandbox implementation. Consider identifying and adding users who are responsible for:

    • Authenticating the Integration User from the Salesforce Sandbox account
    • Configuring and testing connection & field mappings (e.g. Salesforce Admin)
    • Reviewing and validating the setup and impacted business process (e.g. Operations Leads)

3. Confirm Integration User Permissions

4. Log into Salesforce Sandbox via Integration User Login

  1. Log out of any Salesforce accounts that you do not intend to authenticate with
  2. Log into Salesforce via the user you would like to integrate with (e.g. your Integration User)

5. Authenticate Clearbit with your Salesforce Sandbox

Once you are confident that you are logged into Salesforce via the appropriate Integration User (and not logged into any other instance of Salesforce):

  1. Navigate to the Salesforce Connection page (Connections > Salesforce)
  2. Select Production.
  3. Click the Connect Salesforce button.

Once you are successfully connected, Clearbit will begin ingesting your Salesforce data according to the privacy settings granted to your Integration User.

πŸ“Β  Please note: It may take up to 4 hours to successfully upload all data. Clearbit will begin ingesting your Salesforce data automatically. However, it may take a few hours for the sync to complete. During that time, you may only see a limited set of fields and records in the platform.

6. Configure & Test Field Mappings

Navigate to the Salesforce Enrichment configuration page and configure your field mappings.

  1. Use the tabs at the top of the screen to navigate to the appropriate Salesforce object (e.g. Accounts, Contacts, or Leads).
  2. Select the Clearbit attributes that you would like to sync, and map each to the desired Salesforce field.

πŸ“ Please note: Need to update or add a field in Salesforce? As you’re mapping fields, you might realize that a field was set up using the wrong data type (whoops!) or that you still need to create that field in Salesforce.

After making changes, or adding new fields, you may notice that the fields are not immediately up-to-date or available in the field selector.

If that is the case, click the Refresh Field button at the top of the field selector popover and Clearbit will quickly find and update your field configuration. Simple as that!

Screen_Shot_2022-04-25_at_4.31.28_PM.png

7. Replicate Setup in Production Clearbit Account

Once you are confident in your Salesforce and Clearbit configuration, simply replicate your setup within your primary Clearbit account, including:

  • User permissions
  • User authentication
  • Salesforce field settings
  • Salesforce Enrichment configuration & field mappingsScreen_Shot_2022-04-25_at_4.31.56_PM.png

πŸ“ Please note: What will happen to my Sandbox account? Sandbox accounts are configured to deactivate shortly after you have successfully implemented the platform. When your Clearbit sandbox account deactivates, all of your configuration settings will be saved. Your sandbox account can be reactivated upon request. To reactivate your Clearbit sandbox account, contact your Customer Success Manager.

Β