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If the mappings are correctly set, you'll receive a successful notification at the bottom of the page. Note: to successfully verify and save, make sure no fields are left blank. After setting the mappings, make sure to click Verify and Save at the bottom of the mapping page for each object. Note: Removing fields means that we will not be sending that data over to Salesforce. You can remove any nonrequired fields by clicking the trash icon to the right within that field's row or add additional fields by clicking Add Row at the bottom of the page. Note: Any required fields within your Salesforce will be marked with a red asterisk and all values listed under the Salesforce Field column come directly from your Salesforce instance. #Zoominfo boolean search update#
For each field, you can choose whether ZoomInfo data overwrites your existing data or only fills in when the information is missing under the Update Option column. The ZoomInfo fields will be on the left with your external fields listed on the right.Note: These original mappings are considered are default mappings
Accounts, Contacts, & Leads must be mapped individually and they can be found directly below the mapping tab. Click on the Mapping tab at the top left.
Within Admin Portal: Navigate to the Integrations page and click Manage under the Salesforce tile. Note: these changes are made across all users under your organization's ZoomInfo instance. Make sure you're on the General tab & select each object type you want your users to be able to export to Salesforce. Within Admin Portal: Navigate to the Integrations tab and select 'Manage' under the Salesforce tile. If you have not done this yet, follow the connecting steps above! Note: to complete these steps, make sure you've connected to your Salesforce CRM. Please contact the ZoomInfo support team for info on this at or calling 86 Option 2. #Zoominfo boolean search how to#
Click here to learn how to install and configure this application. If you do not have the Rest API, you can install our native application into Salesforce directly. If you have any other version of Salesforce, access will need to be purchased from your Salesforce Account Manager The Salesforce Rest API is included with, Enterprise, Developer, Performance, and Unlimited Editions. Congratulations, you're connected and can automate data entry from ZoomInfo to Salesforce!
After entering your credentials you should receive a successful notification. If you're unsure how to do this, please see our disabling pop-up blocker tutorial. Note: Make sure you have pop-up blockers disabled on your current tab in order to see this window. A new window will populate, prompting you to sign in with your Salesforce credentials. Choose whether to connect to a Production (Live) environment or sandbox environment (typically used for testing) and click Connect. Navigate to the Integrations tab on the left and select Connect under the Salesforce tile. Click your name at the top right and select Settings from the drop-down menu. Note: if you have questions about your Rest API, please contact Salesforce Support, your Salesforce Account Admin, or the Salesforce Developer for your organization. All users who wish to do this must confirm with their Salesforce Admin that the Rest API has been enabled in the back end of Salesforce. 
Setting up the ZoomInfo/Salesforce integration makes it possible to quickly send records from ZoomInfo Business Edition and ReachOut to create Salesforce Leads, Contacts, and Accounts as needed.
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