Salesforce
Enrich your Salesforce with AI Market Map data
To export Market Map data to Salesforce, you will first need to create custom fields on your Account object to populate with Market Map data. Once that's complete, you can use the data import tool of your choice to load the data.
Configure account fields
Add the following custom fields to your account object:
| Label | Name | Data Type |
|---|---|---|
Market Map Score | Market_Map_Score__c | Number(18,0) |
Market Map Tier | Market_Map_Tier__c | Number(18,0) |
Market Map Cluster Id | Market_Map_Cluster_Id__c | Text(255) |
Market Map Cluster | Market_Map_Cluster__c | Text(255) |
Export data
Accounts
The accounts.csv file contains a row for each company in the data submitted for Market Map analysis. If Market Map was unable to process an company, it will not be included in the accounts file. This will be the file you use to import into Salesforce.
Follow your normal process for importing account data (e.g. data loader, Salesforce Inspector). When prompted, specify the accounts.csv file from Market Map.
When prompted for field mappings, use the following:
| Data Field | Description | Account Field |
|---|---|---|
id | The Salesforce record id you provided in the import | Id |
score | The account score (0-100) | Market_Map_Score__c |
score_bin | The account tier (1-5, with 1 being the best) | Market_Map_Tier__c |
cluster_id | The numeric id of the cluster the account was assigned to (-1 means no cluster) | Market_Map_Cluster_Id__c |
cluster_name | The name of the cluster the account was assigned to | Market_Map_Cluster__c |
You can safely ignore all other fields in the file.
Similar Accounts
Exporting similar accounts is only supported for Gradient Works customers with the Salesforce Managed Package.
The accounts-similar.csv file contains a row for each identified similarity relationship. The similar accounts file will typically list no more than 10 similar accounts per primary account. The AI model will not include any accounts beyond a certain similarity threshold, so all similar accounts should be considered quite similar to the primary account.
When exporting similarities into Salesforce, use the GradientWorks__MarketMapAccountRelationship__c object that is included with your managed package installation.
We highly recommend that you delete all existing GradientWorks__MarketMapAccountRelationship__c records prior to importing and create new records with your import. Otherwise, you may end up with duplicate similarities.
When prompted for field mappings, use the following:
| Data Field | Description | Salesforce Field |
|---|---|---|
primary_id | The id of an account | GradientWorks__Account__c |
similar_id | The CRM id of accounts identified as similar to the primary account | GradientWorks__Similar_Account__c |
distance | A decimal value indicating how similar the primary is to the similar. Smaller is better but you can usually ignore this in favor of distance_bin. | GradientWorks__Distance__c |
distance_bin | A value between 1 and 5 that describes how similar the two accounts are. 1 is most similar but 5 is still quite similar. | (Legacy: no longer used) |
distance_rating | A value between 1 and 5 that describes how similar the two accounts are. 5 is the most similar but 1 is still quite similar. (Note: this is distance_bin inverted) | GradientWorks__Similarity_Rating__c |
Complete your import.
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