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Set Up Data Append

Set up data append to fill incomplete account, contact, and lead records in Salesforce so your team has everything they need to reach out to prospects the right way.

Who can use this feature?

  • Users with Edit CRM configuration permission. By default, Administrators can add or edit integrations. 
  • Data Append for new records is available to customers who use Salesforce Enterprise Edition or higher.
  • Data Append for existing and future records is available for purchase. Contact your Radius Customer Success Manager or email support@radius.com.

Before You Start

  • Decide which fields you want to fill. Check out which fields are available for you to append.

  • Prepare your Salesforce for data append. Depending on the Radius fields you want, you may need to create custom fields in Salesforce.

  • Know your API limits. Your API limits are calculated by your Salesforce edition and number of licenses. Check your API limits in Salesforce. (Salesforce documentation)

  • If you use triggers, workflow rules, validation rules, or process builder flows in Salesforce, you may need to turn them off while we append data to your records. We append data to your records through API so these process can cause rules, workflows, or triggers to execute when you don't want them to. Your Radius Customer Success Manager has experience with this aspect of Data Append setup and can help you make adjustments if you need to. 

How It Works

Data Append lets you fill missing field values to leads, accounts, and contacts. Data Append does not overwrite existing values. By default, we append up to 14 fields. You can choose up to five additional fields that matter to your business for a total of 19 fields. 

When you set up Data Append, you'll see a number of options. Here's what happens with each one.

  • If you opt to enrich New records from Radius, we'll include field values for the contact and business attributes you choose during each deployment of New records.

  • If you opt to enrich existing CRM records, we'll fill missing field values with the contact and business attributes you choose one time after the setup.

  • If you opt to enrich future records in your CRM, we'll fill missing field values with the contact and business attributes you choose every hour after setup. Future records are new leads, accounts, and contacts that enter your CRM and match with Radius. 

Set Up Data Append for Salesforce

Choose which fields you want filled for new and existing records. 

  1. From the main menu select Integrations.

    Main-Menu>Integrations.png
  2. Under Integrations, find Salesforce.

  3. Under Data Append, click Configure.

  4. Follow the flow to define which records and fields Radius will append data to. Radius appends standard Radius fields to each record.

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