Who can use this feature?
Decide Which Radius Fields You Want to Append to Salesforce
Radius offers over 40 fields for business and contact data you can add to your customer relationship management (CRM) and marketing automation (MAT) tools. This reference is useful for administrators and demand generation professionals who want to know what comes out-of-the-box with Radius, and what you can set up for your organization. Depending on the Radius fields you want, you may need to create custom fields in Salesforce.
Create Custom Fields in Salesforce
If the Radius fields you're planning to append are not standard in Salesforce, create custom fields for your Salesforce objects to receive those values. For example, one of the additional fields available from Radius is Number of Locations. Because that's not a standard Salesforce account field, if you want append that information to your account records, you'll need to create a custom field on the Account object to receive the Radius value. We recommend adding "Radius -" to the names of all custom fields you create.
If you want to append standard Annual Revenue and Number of Employees data to your Salesforce records, you need to create custom Salesforce fields on the objects that will store it. This is required because the Radius Annual Revenue and Number of Employees field values are strings, and the standard Salesforce fields, Annual Revenue and Employees, accept only numeric values.
- Create custom Salesforce fields for the objects that need them. We recommend adding "Radius -" to the names of all custom fields you create.
- If you need to, create custom fields for Radius Annual Revenue or Number of Employees data on the objects you'll append those fields to. We recommend naming the fields Radius - Annual Revenue and Radius - Number of Employees. For Data Type, select Text.
- Make your custom fields available to users and viewable on page layouts.
|Need help with Salesforce? Here's the Salesforce help for standard Account Fields, Contact Fields, and Lead Fields. And here's how to create custom fields and custom field types. (Salesforce documentation)|
Set Up Data Append for Salesforce
Radius appends standard Radius fields to each record. Plus, add more contact and firmographic data you want added to records.
From the main menu select Integrations.
Under Integrations, find Salesforce.
Under Data Append, click Configure.
Follow the flow to define which records and fields Radius will append data to.