Salesforce Integration Guide

Configure Salesforce Filtering Preferences

1. Go to Admin Portal > Company Settings > General Settings.
2. Enable the Show Salesforce settings, filters, and indications toggle for Salesforce.

3. Go to Admin Portal > Integrations.
4. On the Connected tab, click Salesforce and select Edit Settings.
5. Click the Filtering tab.

Configure Settings for Each Object Type

For each object type (Account, Contact, Lead), you can choose which Salesforce records to filter.

For simplicity, this section describes your options in the context of the Account object, but the same instructions apply for Contacts and Leads.

1. Click the toggle to enable and configure filtering for the object (e.g., Account).
2. Click Edit Settings for the selected object.

Choose the Update Frequency

Use the Update Frequency dropdown to schedule filtering for the object type.

If you choose Daily, a full sync will occur once per week, beginning on the day you set it up, and recurring each week on that same day. For the days of the week in-between, only new records or updated fields for existing records are synced.

You can perform a full sync at any time by choosing the Run Now option on the Mapping tab for an object.

Specify Records to Import

For each object, you can configure the records you want your users to be able to search for in ZoomInfo.

You have the following options to define the records to import:

1. All Accounts from Salesforce along with the option to include Salesforce Lists/Reports that you select.
   ● If you choose All Accounts, users will be able to filter ZoomInfo search results for all accounts in Salesforce that match to a company in ZoomInfo.

If you optionally select Add List and Report Filters, users will also be able to filter ZoomInfo search results based on list and/or report information.

Alternatively, you can choose to include only records associated with Salesforce Lists/Reports that you select. With this option, users will be able to filter ZoomInfo search results based on Salesforce list and/or report information.

Tip: See Salesforce report creation best practices for your Salesforce reports to optimize matching and filtering.

Include Opportunities
You can choose to include Salesforce Opportunities created in the past 6 months, 1 year, or 2 years.

Verify and Save the Configuration
When done configuring the settings for an object (e.g., Accounts):
1. Click Verify & Save.
2. Repeat the configuration described in this section for other objects (Contacts, Leads) as needed.

Enable or Disable Filtering

Enable or disable filtering for an object type at any time using the toggle.

Clear Matched Records
You can delete existing records that were previously filtered and matched to ZoomInfo. For example, click

Clear All Matched Contacts.

Important: This action has no impact on records in your Salesforce instance – it simply removes records that
were matched to ZoomInfo so that they will no longer be shown in search results.

Managing and Monitoring Filtering

At any time, you can return to the Filtering tab to view details about your runs, adjust settings, and enable or
disable filtering. You can also manually initiate an off-schedule filtering run by clicking Run Now.

Run statistics are provided for each object. Roll over the info icons to view the definition of each statistic.

Salesforce Filtering Custom Field Support
Admins for organizations that use Salesforce filtering can add fields from Salesforce that they’d like to include as additional filtering options in ZoomInfo, helping to leverage data specific to an organization’s instance.

1. Must be a Salesforce picklist or lookup field.
2. You can add up to 3 fields for each object type (Accounts, Contacts, and Leads).
3. You define the name for each custom filter that users will see in ZoomInfo Advanced Search.

Configure Custom Field Support

1. Navigate to Admin Portal > Integrations and select the Manage link for the Salesforce integration. The Filtering tab displays. In this example, we’ll enable 3 additional fields for the Account object. Click Select Salesforce
Account Field.

2. Add up to three Salesforce picklist or lookup fields to include by clicking the Search Salesforce Field dropdown.

The Filter Name value for each custom field will display in Advanced Search. The default value is initially the same as the Salesforce Field. You can choose to edit this text so that it makes better contextual sense to users conducting searches.

3. When you’ve finished adding fields, click Save.
4. Continue to configure filtering for Contact and Lead objects as needed.

User Experience

When using Advanced Search, users can filter using the custom fields that an admin has configured.

Account Deal Story (ZoomInfo Marketing)

For organizations with ZoomInfo Marketing only

The account Deal Story is a ZoomInfo Marketing feature that helps your users visualize how accounts are moving through the marketing funnel, where to prioritize effort and spend, and how ZoomInfo Marketing is delivering ROI.

Account Deal Story View
The Deal Story view for an account includes:
● A visual display of the engagements across all activities for that account.
● A visual display of all the activities performed for that account.
● Filters for engagement, activities and channels.
● Salesforce opportunity data for the account (see Include Salesforce Opportunity Data for details)

Include Salesforce Opportunity Data

Assuming you also want to also include Salesforce opportunity data in your Deal Story view, you’ll need to
ensure that a specific set of fields for the opportunity object have the appropriate permissions in Salesforce.

These steps must be performed by the admin user who connected the Salesforce integration from the
ZoomInfo Admin Portal.

Do the following:

1. In Salesforce, navigate to Setup > Object Manager > Opportunity (or type in the search bar for quick
access).
2. Click Fields & Relationships in Opportunity Object Manager.
3. Choose one of the following Field Names (type Field Name in the search bar for quick access).
● Opportunity Name
● Stage
● Close Date
● Amount
● Contract
● Opportunity Type (could also be Type)
4. Click Set Field-Level Security and select all checkboxes for Visible.
5. Click Save.
6. Repeat these steps for all Field Names listed above.
● Important: Users must have access to the Opportunity object itself, and all of the fields you
choose in this procedure.
● Once configured, the opportunity data will appear in the account Deal Story view within 24 hours. If the data does not appear after this timeframe, disconnect and reconnect your Salesforce integration in the ZoomInfo Admin Portal.
● For additional guidance, check out this demo video.

Enable the Integration for Your Organization

Once you’ve connected and configured the integration, you can enable it for your users using the toggle.

1. If you chose to use the default Service Account export preference, turning on the toggle enables the ability to export for all users in your organization.
2. If you chose to use the User Account export preference:
   ● Individual ZoomInfo users must connect to Salesforce with their own credentials to be able to export.
   ● Admins should share the following link with users for instructions on how to connect to Salesforce.

Managing the Integration

Over time, you may need to make changes to your integration configuration – for example, if the primary connected admin leaves the company and you need to swap in a new admin.

Changing the Primary Admin (Service Account Configuration)

If a secondary admin wants to remove the existing primary connected admin and make themselves the new
primary connected admin:

1. Go to the General Settings page for the integration.
2.  Ensure that the new admin has the same Salesforce permissions as the outgoing admin.
3. Click Change User. If the secondary admin is:
   ● Already logged in to Salesforce in another browser or tab, the account is simply switched.
   ● Not logged in to Salesforce, they’ll need to authenticate using their credentials. In this scenario, the   Service Account user is also switched to the secondary admin’s account.

Changing the Primary Admin (User Account Configuration)

Changing the primary connected admin in this scenario only applies if your organization is using Salesforce Filtering. If a secondary admin wants to remove the existing primary connected admin and make themselves the new primary connected admin:

1. Go to the General Settings page for the integration.
2. Ensure that the new admin has the same Salesforce permissions as the outgoing admin.
3. Click Change User.
   Note: If Salesforce Filtering jobs are not configured, the secondary admin will not see the Change User option.
4. If the secondary admin is:
   ● Already logged in to Salesforce in another browser or tab, the account is simply switched.
   ● Not logged in to Salesforce, they’ll need to authenticate using their credentials.

Switching from User Account Option to Service Account Option

If you’re currently using the User Account option (or the previous experience that only supported individual user account connections) you can easily switch to the Service Account option:

1. Go to Admin Portal > Integrations.
2. On the Connected tab, temporarily turn off the integration for your organization using the toggle.
3. Go to the General Settings page for the integration.
4. In the Export Preference section, select the Service Account option.
5. Click Save Changes.
   Note: Saving the changes will enable the Edit User Mapping link.
6. Verify the user mapping configuration to ensure your org’s users are mapped to Salesforce users by clicking Edit User Mapping.

Adding Users to Your Org Over Time

When you provision a new user in an organization that uses the Service Account option, verify the new user is mapped to their corresponding Salesforce user using the Edit User Mapping link on the General Settings page for the integration.

● If you do not proactively make the mapping, the system will automatically regenerate this mapping
when the new user performs their first export.
● If the system is unable to map a user, the user can still perform exports as described in Record
Ownership When Exporting Using a Service Account Connection.

Duplicate Checking Logic

When a user exports records from ZoomInfo to Salesforce, duplicate checking logic is applied to detect
duplicate records within Salesforce. You have two choices:
● Option 1: You can use standard duplicate-checking logic used by ZoomInfo when exporting accounts, contacts, and leads.
● Option 2: You can use custom duplicate rules configured in Salesforce to flag duplicates when exporting accounts, contacts, and leads.
● When enabled, the Salesforce custom duplicate rules fully replace the duplicate-checking logic used by ZoomInfo.
● You can configure this feature per object (accounts, contacts, and leads). Each option is described in the following sections:
● Option 1: Standard ZoomInfo Duplicate Checking
● Option 2: Custom Duplicate Checking.