Salesforce connector

Overview

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).

Prerequisites

Requirements

• Salesforce Enterprise License

  • Required for Bulk API 2.0 functionality

• Custom fields to receive enriched data

  • Assuming we are writing back to Salesforce

  • We can provide you with an unlocked package for you to add all the enriched fields to the Account object

• A user with limited Salesforce access to perform the app installation

  • Recommended to limit how much of your Salesforce data Sumble can read

Field Configuration

We need access to the following fields.

Essential Fields

	Default Field	Required
Id	Id	Yes
Account Name	Name	Yes
URL	Website	Yes

Optional Fields

These fields improve match rates and data quality:

	Default Field	Required
Headquarters Country	BillingCountry	No
LinkedIn URL		No
Parent ID	ParentId	No
Ultimate Parent ID		No

Setup Steps

1. Create custom fields to

   • not relevant if we are not writing to Salesforce

   • we can provide you with a package for you to install or we can provide field specifications during setup (they depend on what enrichments Sumble is providing)

2. Setup a new integration user with minimal access (recommended):

   • read access to mapped fields (required + whatever optional you are permitting)

   • write access to custom fields

3. Authenticate our application

   • Share with us the email of the Sumble user that will be performing the installation

   • Visit sumble.com/account/settings
   • Click on “Install Sumble app on Salesforce” using the integration user created in step 2.

   • Install the application on your desired Salesforce instance

Technical Implementation

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:

  • It 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