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.