Introduction
Enlyft is your fully integrated Account Insights provider for Salesforce. With the Enlyft solution you can:
Use Enlyft’s Sales Intelligence data to better prioritize and qualify your accounts, quickly research prospects before outreach and engage through relevant, personalized communication.
Integrate Enlyft data directly into Salesforce, including company details, buying intent signals, software & hardware technology stacks, and more.
Access all account lists redeemed on Enlyft in Salesforce.
Enrich existing and new leads and accounts - automatically and in real time.
Quickly access Enlyft data through native UI widgets and custom fields integration.
Keep your Salesforce data clean and up-to-date with regular Enlyft data refreshes.
Leverage Enlyft data to build optimized sales/marketing workflows, lead scoring, custom Salesforce formulas, reporting, and more.
Get up and running in minutes without the pain of manual API integration or difficult manual setup.
And more!
Integration prerequisites
Active Enlyft subscription
Note: CRM integrations are available only for select plans. Please contact us at [email protected] to learn more.
Admin user access to the Enlyft application
Note: Only users with Administrator privileges in Enlyft can set up the Salesforce integration. For any of the other roles, contact your plan Admin to set you up. If you do not know who your admin is, contact Enlyft support. To check your role, visit https://app.enlyft.com/settings/profile.
Active Salesforce license with API access for one of the following Salesforce versions:
Professional
Enterprise
Unlimited
Salesforce user and license requirements
The user who will be performing the integration needs to have the Enlyft permission set assigned:
The user who will be performing the configuration needs to be assigned an Enlyft license for the Enlyft installed package:
If you are using a custom profile for the integration, the profile needs to have read, edit, or create permissions for Account or Contact objects. Each user can give these permissions manually by creating a new permission set for object permissions.
Installation
Install the application from AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000DdXj6UAF
Select which profiles should have access to the Enlyft solution and data. We recommend installing for All Users.
Approve access to the Enlyft application
Wait for the installation to be completed, and click on Done once you see the confirmation message.
You are done! The Enlyft solution has now been successfully installed in your Salesforce environment.
Configuration
After successful installation, you will need to connect the installed Enlyft solution to your Enlyft account, and configure all applicable settings.
Access Enlyft configuration page
Make sure you are authenticated to app.enlyft.com as an Admin.
On the Installed Packages screen, click on the Configure link under the Enlyft package:
Note: if you are not automatically forwarded to the Installed Packages page after installation, click on the menu icon at the top left, search for Enlyft, and click on Enlyft under the Apps section:
Configuration in Enlyft Application
Step 1 - Decide which solution to use
If you have multiple solutions within Enlyft, select the one you want to sync with Salesforce.
Step 2 - Decide how to export Contacts and Enable/Disable automatic Enrichment
Enlyft Accounts will be exported as Salesforce Accounts and Enlyft Contacts can either be exported as Salesforce Contacts or Leads. Choose an option based on your requirement
Automatic Enrichment can be enabled or disabled for Accounts, Contacts & Leads.
Step 3 - Field Mapping
This feature allows you to decide which Account, Contact or Lead properties (i.e. fields) you want to push each individual Enlyft data attribute. You can select any of the default or custom Salesforce fields, including the ones created by Enlyft.
Please note:
Any existing data in the selected fields will be overwritten after initial installation, and refreshed on a weekly basis going forward.
Account Field Mapping
Contact Field Mapping
Lead Field Mapping
Exporting Accounts and Contacts from Account Insights page
Exporting an Account: Click on Export.
Any Enlyft account will be imported as an Account record in Salesforce. If another record with the same website exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
Exporting a Contact: Click on Export.
The contact will be exported as either Contact or Lead based on your selection in the “Export Settings” page.
With Contact exports, an associated Account record is also created in Salesforce.
If another record with the same email exists, Enlyft will not create a duplicate record. Instead, Enlyft will enrich the existing record based on your field mapping preferences.
FAQs
Can I integrate Enlyft’s data in reports and workflows?
Yes. Enlyft uses custom object records to store all Enlyft data. All of this data is available to use when running reports or creating workflows. Please contact us for a demo or instructions on how to set them up.
How can I add Enlyft data points to my records post-installation (Lightning Experience)
Note: Contact us for instructions for editing Salesforce Classic
In the Quick Find field, search for and click on “Object Manager”
Select the object which you want to enrich with Enlyft data - “Account“ or “Lead“.
To surface Enlyft data in Compact Layouts
Under the desired object (e.g. Account), select “Compact Layouts” and then click on Edit
Select the desired Enlyft fields to be surfaced in the layout, then click on Save.
To surface fields in the page layout (Account layout or Lead layout)
Click on Page Layouts and select Account Layout
On the next screen, drag & drop each of the desired fields in your preferred sections.
Change the limit for bulk enrichment
If you have enabled enrichment, any new records will be appended with Enlyft data - both individually created or uploaded in bulk. For bulk uploads, Enlyft updates up to 10 records at a time. You can change the default by following these steps:
Visit Set Up
In the Quick Find box, search for "Custom Metadata Types".
Click on “Manage Records” of the "Get Number of record" metadata type.
Click on the record name "getRecords".
Click on “Edit” and change the field name "Number of Records" value to your desired API limit.
Click on “Save”.
Don't change other field values except for the "Number of Records".
Appendix
Suggested field mapping selection
Enlyft data can be mapped against Salesforce default fields, Enlyft custom fields, or custom fields created by your organization.
Upon successful installation, Enlyft will automatically create the custom fields below in your Salesforce instance.
Account object
Field mapping page label | FIELD LABEL | FIELD NAME | DATA TYPE |
Account name | Account Name | Name | Name |
Address | Address | Billing Street | default SF field |
Buying Intent | Buying Intent | Enlyft__BuyingIntent__c | Text(100) |
Buying intent surging since | Buying intent surging since | Enlyft__BuyingIntent_Surging_Since__c | Text(100) |
Buying Intent topics | Buying Intent topics | Enlyft__BuyingIntentTopics__c | Long Text Area(100000) |
City | City | Billing City | default SF field |
Cloud adoption | Cloud Adoption | Enlyft__CloudAdoption__c | Text(255) |
Company headquarter phone | Phone | Phone | Phone |
Company stage | Company stage | Enlyft__CompanyStage__c | Text(255) |
Country | Billing Country | Billing Country | default SF field |
Description | Description | Description | Long Text Area(32000) |
Domain status | Domain Status | Enlyft__DomainStatus__c | Text(255) |
Employees | Employee Range | Enlyft__EmployeeRange__c | Text(255) |
Enlyft Account Insights page | Enlyft Account Insights Page | Enlyft__AccountInsightsPage__c | Long Text Area(131072) - not editable |
Facebook page | Company Facebook Page | Enlyft__FacebookPage__c | URL(255) |
Industry | Industry | Enlyft__Industry__c | Text(255) |
IT footprint | IT Footprint | Enlyft__ITFootprint__c | Text(255) |
IT spend | IT Spend | Enlyft__ITSpend__c | Text(255) |
Last funding amount | Last funding amount | Enlyft__LastFundingUSDRange__c | Text(255) |
Last funding date | Last funding date | Enlyft__LastFundingEventDate__c | Text(255) |
LinkedIn page | Company LinkedIn Page | Enlyft__LinkedInPage__c | URL(255) |
LinkedIn search | LinkedIn Search | Enlyft__LinkedInSearch__c | Long Text Area(131072) - not editable |
Metropolitan area | Metropolitan Area | Enlyft__MetropolitanArea__c | Text(255) |
NAICS code | NAICS Code | NaicsCode | Text(8) |
Postal code | Postal code | Billing Zip/Postal code | default SF field |
Propensity Score | Propensity Score | Enlyft__PropensityScore__c | Text(100) |
Revenue | Revenue Range | Enlyft__RevenueRange__c | Text(255) |
SaaS adoption | SaaS Adoption | Enlyft__SaaSAdoption__c | Text(255) |
State | Billing State | State | default SF field |
Technologies | Technologies | Enlyft__Technologies__c | Long Text Area(100000) |
Total funding amount | Total funding amount | Enlyft__TotalFundingUSDRange__c | Text(255) |
Twitter profile | Company Twitter Profile | Enlyft__TwitterProfile__c | URL(255) |
Website | Website | Website | URL(255) |
Contact object
Mapping table + FIELD LABEL | FIELD NAME | DATA TYPE |
Company name | Enlyft__Company_Name__c | Text(255) |
Company website | Enlyft__Companywebsite__c | URL(255) |
Direct phone | Enlyft__DirectPhone__c | Phone |
Enlyft Buyer Persona | Enlyft__EnlyftBuyerPersona__c | Text(255) |
First name | Enlyft__FirstName__c | Text(255) |
Full name | Enlyft__FullName__c | Name |
Job function or department | Enlyft__Department__c | Text(255) |
Job title | Enlyft__Title__c | Text(255) |
Last name | Enlyft__LastName__c | Text(255) |
Person LinkedIn profile page | Enlyft__Person_LinkedIn_profile_page__c | URL(255) |
Person location - city | Enlyft__PersonLocationCity__c | Text(255) |
Person location - country | Enlyft__PersonLocationCountry__c | Text(255) |
Person location - full | Enlyft__PersonLocationFull__c | Text(255) |
Person location - state or region | Enlyft__PersonLocationStateRegion__c | Text(255) |
Person saved on | Enlyft__PersonSavedOn__c | Date/Time - not editable |
Seniority | Enlyft__Seniority__c | Text(255) |
Work email | Enlyft__WorkEmail__c | |
Work email validation status | Enlyft__WorkValidationStatus__c | Text(255) |
Years in current role | Enlyft__YearsInCurrentRole__c | Text(255) |
For questions or support, please contact your Customer Success manager or email us at [email protected].