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Get started with Market Map AI using account data from Salesforce.
Gradient Works securely processes and stores all Market Map data. As an added layer of security, we do not connect directly to Salesforce. Instead we rely on you to upload your data through our secure form. Please only provide only the information requested.
If you're familiar with Salesforce reports and exports, see the quick instructions below. If you'd like a step-by-step explanation, view the detailed instructions.
- 1.Create an Account report with filters for only the accounts you want to include
- 2.Specify only the following columns in the report: Account ID, Account Name, Website and Type
- 3.Run the report and export the data in CSV format with "Unicode (UTF-8)" encoding
- 4.Upload the CSV 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.
Example CSV File
Market Map needs four key pieces of information from your Account records.
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".
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 only 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. Click "Run" or "Save & Run".
Viewing the report
Verify that the report contains the data you expect. It should only contain those four columns. 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.
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 [email protected].