User Guide

Step 1: Connect Your Salesforce Account

Users connect to Salesforce via secure OAuth authentication.

Factori receives permission to:
- Read Contacts and Leads
- Read List Views
- Update only fields explicitly mapped by the user

No data is pulled at this stage.

Step 2: Configure Your Salesforce Setup

After connecting, click on Configure and complete setup separately for:

- Contacts
- Leads

Why is configuration required?

Salesforce organizations are highly customized:

Field names vary

Validation rules differ
Required fields differ
Write permissions vary

To ensure seamless alignment with your Salesforce environment, this step allows you to define:
Identifier mapping
Field mapping
Writing rules

Step 3: Prepare Your Data for Enrichment

What “Pull Data” Means

This step fetches Salesforce records into Factori’s system to enable reliable enrichment.
Contacts and Leads are retrieved
Required at least once before enrichment
May take time for large Salesforce orgs

Important Behavior
The first successful pull is mandatory
If the first pull fails → enrichment cannot proceed
After one successful pull:
- Future pulls are incremental
- Enrichment can continue even if a later pull fails

This design ensures stability without repeatedly blocking users.

Step 4: Map Your Fields

This is the most critical configuration step.

Match Identifiers (Required)

Users must map at least one identifier to enable enrichment:

Work Email
Personal Email
Phone Number
LinkedIn URL
First Name + Last Name + Company Name

Identifiers allow Factori to match Salesforce records accurately.

Field Mapping (Contacts & Leads)

Users map each Factori field to a corresponding Salesforce field and define how updates should be applied to existing data.

Important : Factori only writes to fields explicitly configured by the user. It does not create new Salesforce fields and never pushes data to unmapped fields.

Step 5: Select how you want to enrich your list

Enrichment always begins from the Lists module. Users select Salesforce as the source and choose:

For Contacts

Enrich All Contacts
Enrich using a Salesforce Contact List

For Leads

Enrich All Leads
Enrich using a Lead List

Step 6: Review & Confirm

Before enrichment starts, a summary is displayed:

Total records selected
Records eligible for enrichment
Credits required

Users must confirm before enrichment begins. No credits are consumed until confirmation is made.

Step 7- Review & Push Results

Once enrichment is complete, users can review the updated records in a detailed results table.

Before sending data back to Salesforce, users choose which configured fields to push and confirm the action.