Salesforce package

Sumble's Salesforce integration enables syncing your sales team's:

• Account list to Sumble

• Account assignments to personalize the Sumble experience for your AE's and SDR's

• Contacts to Sumble for champion tracking alerts and to indicate whether a person on Sumble is present in your CRM

It also enables writing the following data back to Salesforce:

• Custom firmographic and technographic enrichments relevant to your company

• Adding contacts/leads identified on Sumble back to your CRM

Each of these features can be turned on individually, and with the appropriate narrow set of permissions required to enable them assigned to the integration user.

Requires Salesforce Enterprise License to use Bulk API 2.0 functionality.

Setup Steps

1. Identify the integration or admin Salesforce user that you will be using to authenticate Sumble's app

2. Authenticate our application

   1. Share with us the work email of the Sumble user that will be performing the installation

   2. Log in to Sumble with your work email

   3. Click this link, which will prompt you to log in to Salesforce. Log in using the Salesforce integrations user

   4. Install the application on your desired Salesforce instance

3. Your Sumble point of contact will enable the appropriate functionality on Sumble from there

Account data + Sales Territories

Sumble uses the follow fields for account matching:

Field	Required	Default field
Account ID		Id
Account Name		Name
Account URL		Website
Account Linkedin URL
Country		BillingCountry
Parent Account ID		Parent Id
Ultimate Parent Account ID

If there's other fields that are potentially relevant, we can load those into Sumble's system as well.

To understand your sales team's account assignments, Sumble's app reads the following fields and objects:

• Account Owner (Owner.Name and Owner.Email)

• Custom fields for other roles (e.g. SDR_Owner__r.Name and SDR_Owner__r.Email)

• The AccountTeamMembers table, if used

Custom Account Enrichments

Sumble can write custom fields back to your account, and deep links back to Sumble's webapp can be enabled based on these.

Default fields

API Field Name	Description
Sumble_Org_Id__c	Numeric organization id for Sumble
Sumble_Org_Slug__c	Organization slug for Sumble (e.g. apple for https://sumble.com/orgs/apple)
Sumble_Org_Name__c	Name for the company (e.g. Apple)
Sumble_Org_Url__c	Primary URL for the company (e.g. www.apple.com)
Sumble_Employee_Count__c	Number of people profiles Sumble has associated to the company

Custom fields example:

API Field Name	Description
Sumble_Software_Engineer_Count__c	Number of software engineers at a company
Sumble_Cloud_Migration_Jobs_Count___c	Number of cloud migration project's Sumble's identified at a company

Technical Details

Data Retrieval (pull from Sumble)

• Uses Bulk API 2.0 Query endpoint

• Resource usage:

  • Consumes up to 6 of 10,000 available daily jobs

  • Pulls only pre-configured fields

  • Downloads all accounts in the instance

Data Updates (push from Sumble)

• Uses Bulk API 2.0 Ingest endpoint

• Processing details:

  • Submits jobs with up to 250k rows

  • Up to 6 updates per day for each organization

  • Example scale: For 1.2M accounts

    • Each run takes 5 jobs

    • Processes 7.2M of 150M available daily row updates

  • Updates custom fields on Account object

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