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.

Quick start: Import accounts from a Salesforce Report

If you're familiar with Salesforce reports and exports, see the quick instructions below.

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

Market Map requires a minimum of 5,000 accounts to build a useful map. If you have fewer than 5k and are still hungry for a cartographic treat, reach out to us at [e-mail] and we'll help you out.

Alternatively, you can export accounts from SFDC to a specially formatted CSV file and upload that to Gradient Works to import accounts.

Data description

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.
Target Account Indicator (Typically "Type")	Market Map provides similarity scores & tier for accounts based their similarity to target accounts. Typically, target accounts are existing customers, and market map score is a measure of how similar an account is to customers.

Detailed instructions

First, go to your Salesforce "Reports" tab and click "New Report".

Creating a new Accounts report

Select "Accounts" as your report type and click "Start Report".

Adjusting filters

Click "Filters" on the left in the "Fields" section and adjust the filters to include only those accounts you want to upload to Market Map.

Adjusting the columns

Click "Outline" on the left. Adjust the "Columns" to contain Account ID, Account Name, Website and Type. If you do not use the Type field to specify whether or not the Account is a customer, include the field that you do use in addition to Type. Click "Run" or "Save & Run".

At this point you have two options:

1. Import the report directly to Gradient Works

2. Export the report to a CSV and upload it to Gradient Works.

Import 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.

As an user with admin rights, login to your Gradient Works account at http://app.gradient.works/login. Select Import from Salesforce.

Step 1 of Import data wizard in app.gradient.works.

Choose the SFDC environment with the Report you created. If it's not already set up in app.gradient.works, you'll need to complete the oAuth authentication flow to grant Gradient Works access to that SFDC instance.\

Select the Salesforce instance where you created the report to import.

Select the report you created from the list of most recently updated reports. If you do not see the report, you can use search to find it.

Choose the report to import.

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 target accounts based on multiple criteria (for example Customer accounts above a revenue threshold excluding those in a certain industry)

Additionally there are other 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. You can view it in Excel, Google Sheets or a text editor.

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.

Use this example CSV file as a guide to make sure yours looks correct. You can view it in Excel, Google Sheets or a text editor.

240B

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

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 "Target Accounts". For most use cases, the Target Accounts will be customer accounts and the Market Map Score & Tier is a indication of how similar an account is to your existing customers.

Target Accounts can be customized to support more granular targeting. This is useful for example if you have nonstandard fields for customers, or want to weight the score toward customers accounts above a certain revenue threshold.

Configure the target 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].