Salesforce CRM Enricher

Here's a tutorial to help you set up the Salesforce CRM Enricher:

To take action on your behalf, this Phantom needs to access your Salesforce account. To do this, it needs your Salesforce username, password, and security token. Here's how to find them:

1. Username
Your username will be given by Salesforce, and will have an email format, e.g. buster-2r5f@force.com.

• With Salesforce Lightning:

  • Click on the avatar in the top right of your account to reveal a menu

  • Go to Settings > My Personal Information > Personal Information and copy your username

• With Salesforce Classic:

  • Click on your name in the top right of your account to reveal a menu

  • Go to My Settings > Personal > Personal Information and copy your username

2. Password
This is the password you use to log in to your account. It will only be used by the Phantom to access and update your Salesforce CRM.

3. Security token
If you haven't already set up your security token, you will need to do so.

• With Salesforce Lightning:

  • In your Settings, under My Personal Information go to Reset My Security Token

  • Click on Reset Security Token

  • Your new security token will be emailed to the email address associated with your account

• With Salesforce Classic:

  • In your Settings, under Personal go to Reset My Security Token

  • Click on Reset Security Token

  • Your new security token will be emailed to the email address associated with your account

For more detailed instructions, as well as some background information about your Salesforce security token, check out this Salesforce article.

Once you've obtained each of these items, paste them into the "Connect to Salesforce" step of the Phantom's setup.

Choose which data type you'd like to export to your CRM: individual contacts or company entities.

Then, to export your list of contacts or companies, you have two options:

1. Use a spreadsheet containing your data
Create a spreadsheet with Google Sheets. Make this spreadsheet public so PhantomBuster can access it.

Copy the spreadsheet URL and paste it into your Phantom's setup.

2. Use data extracted by another Phantom
You can select the results file of any of your previously launched Phantoms by clicking on the "My Phantoms" tab, then choose the file you want from the dropdown menu.

Next, you will need to connect the Salesforce fields listed to the corresponding columns in your input spreadsheet - email, fullName, company, etc. For example, if you have stored all of your contacts' emails in a column named "emailAddresses", you should select that here.

Under "More properties" you'll have some additional options.

Add more properties

To add more properties of your choice that you don't see listed, you can use this section by finding the internal name for the Salesforce field you want as follows:

• With Salesforce Lightning:

  • Click on the settings wheel in the top right of your account, then select Setup

  • In the top menu bar, go to Object Manager

  • Scroll down and select the Contact label for contacts or Account label for companies > Fields & Relationships

  • Find the relevant field label or create a custom one

  • Copy its Field Name

• With Salesforce Classic:

  • Click on Setup in the top right of your account

  • In the left sidebar menu under Build, go to Customize > Contacts OR Accounts > Fields

  • Find the relevant field label or create a custom one

  • Copy its Field Name

Paste this into the Phantom's setup with the corresponding cell in your input spreadsheet like so:

Company__c: company
LinkedIn_Profile_URL__c: linkedinProfileUrl

Add a lead source tag (contacts only)

Here you can decide which of your contacts you would like to add the lead source tag "PhantomBuster" to.

In the "Behavior" step, you can select how you would like the Phantom to manage your contact or company list from the 3 options in the dropdown menu:

1. Only create new entries

2. Only update existing entries

3. Both create new and update existing entries

Select whether you wish to launch your Phantom manually or repeatedly.

If you select repeatedly, you can choose how frequently you wish to update your CRM. For more automatic launch options, click on the three little dots in the top right and "Show advanced settings."

To update your CRM automatically when collecting new data with another Phantom, select the "Every time another Phantom finishes" option and choose which Phantom you would like your CRM Enricher's launches to follow.

Don't forget to click "Save" on your setup, then the final thing you need to do is launch your Phantom by clicking the "Launch" button (if you've chosen to do so manually), or sit back and let your launches happen while you're away.

Your data will automatically become available within your CRM in seconds!