Salesforce package
Sumble's Salesforce integration enables bidirectional data flow:
Read account information from your Salesforce instance
Write enriched data back to your Salesforce instance
We can support unidirectional data flows as well (reading from Salesforce and writing elsewhere or vice versa), ask us about this capability if you're interested.
Requires Salesforce Enterprise License to use Bulk API 2.0 functionality.
Prepare your data
Identify or create the Snowflake table/view with the data you’d like to share with us. Sumble uses the follow fields for matching
Account ID
Id
Account Name
Name
Account URL
Website
Account Linkedin URL
Country
BillingCountry
Parent Account ID
Parent Id
Ultimate Parent Account ID
Use whatever column names are natural for your system — we’ll handle the column matching from there.
Setup Steps
Setup a new integration user with minimal access for Sumble (recommended) with
read access to mapped fields (required + whatever optional you are permitting)
write access to custom fields
Authenticate our application
Share with us the work email of the Sumble user that will be performing the installation
Log in to Sumble with your work email
Click a link that you will receive from your contact at Sumble, which will prompt you to log in to Salesforce. Log in using the Salesforce integrations user
Install the application on your desired Salesforce instance
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
Accountobject
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