Salesforce

Get started with Market Map using account data from Salesforce.

Gradient Works securely processes and stores all Market Map data. We will happily execute an NDA if requested for transfer of any sensitive data. Note: We do not accept any personally identifiable data.

Required Data

Market Map needs four key pieces of information from your Account records.

Account Object Field	Description
Account ID	Provides a unique identifier for each account. This allows you to later connect Market Map enrichment information like score and industry cluster to your CRM records
Account Name	The name of the account. This is used in the Market Map Explorer to help you identify the account.
Website	The website URL of the account. Market Map's AI engine will use this as a starting point for building an understanding about the products and services offered by this company.
Reference Account Indicator (Typically "Type")	Market Map provides similarity scores & tier for accounts based their similarity to reference accounts. Typically, reference accounts are existing customers, and Market Map score is a measure of how similar an account is to customer accounts.

Quick start: Import accounts from a Salesforce Report

If you're familiar with Salesforce reports and exports, the steps to import from Salesforce are:

1. Create an Account report with filters for the accounts you want to include

2. Specify the following columns in the report: Account ID, Account Name, Website and Type. Optionally include a numeric field for Weight and any additional firmographic, fit, or timing data you wish to analyze in the Map (such as industry, number of employees, intent stage, etc.)

3. Save the report in the Public Reports folder or any folder shared with all external users

4. Sign in to app.gradient.works and follow the steps to import from Salesforce

Alternatively, you can export accounts from to a specially formatted CSV and use that file to import.

Detailed instructions

How to create a report in Salesforce and upload it to Market Map.

Import the Salesforce Report directly

To import a Report to Gradient Works, it must be either in the Public Reports folder or in a folder shared with all internal users.

Import from CSV

You may want to import accounts from Salesforce via CSV upload in the following cases:

• You want to include accounts from multiple Salesforce instances in a single map.

• You want to include account data from one or more calculated fields or custom buckets.

• You want to specify your reference accounts based on multiple criteria (for example: customer accounts above a revenue threshold or exclude customers in a certain industry)

There are additional advanced use cases where CSV import is required. To import via CSV, your file must include the following columns: Account ID, Account Name, Website, Type. Use this example CSV file as a guide to make sure yours looks correct:

240B

mm--salesforce-account-export-example.csv

Example CSV File

How to export a properly formatted CSV from a Salesforce Report

First, verify that the report contains the data you expect. It should contain at least the following four columns: Account ID, Account Name, Website, Type.

Viewing the report

Click the down arrow beside "Edit" at the top right. Select "Export".

Configuring the export

Set the "Format" to "Comma Delimited .csv" and "Encoding" to "Unicode (UTF-8)". Click "Export". This may take a moment. Once the file has downloaded, you can upload it to Gradient Works.

Customize Market Map Score

In this step, you configure how Market Map will determine the Market Map Score and Tier. These are based on how similar an account is to a set of "Reference Accounts". For most use cases, the Reference Accounts will be customer accounts.

You can also further refine the scoring by giving weighting to certain reference accounts. For example, if you wanted to win more upmarket enterprise customers, you might want to give existing upmarket enterprise customers a larger weight in the similarity score. To use this advanced target capability, select the account field that has the weight value. Larger numbers get more weight and accounts similar to those will be scored higher.

Configure the reference accounts and weights to focus lookalike scoring on your best customer accounts.

Review and Additional Fields

In the last step before submitting your data for a map, review the configuration for the map to ensure it's correct and showing the data expected. Select any additional fields from imported data you'd like to have available for analysis in the Map.

Review & Additional fields

Once everything looks good, click Generate Map. You will get an email from our team when your map is ready for review.

Generating a market map can require 1-2 business days for the AI to gather data and complete the necessary analysis. Our team will be in touch when your map is ready for review.

Working with non-standard fields

Some Salesforce orgs do not use the built-in Type picklist to identify accounts as customers. If that's the case for you, please edit the exported CSV in Excel or Google Sheets and provide a field called Type that contains the text "Customer" for each customer account. If you have any questions, please contact [e-mail].