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Building Block: NAICS to Industry for Salesforce

  • Updated

The following is a guideline to follow when using the Building Block NAICS to Industry for Salesforce recipe. Please read these guidelines before cloning the recipe.


Overview

This Building Block recipe will help take NAICS code values and assign them to an industry value that can be future segmented.

This Building Block recipe provides the following:

  • A bot that will be used to import the Salesforce Accounts and Lead Data Source and run the related job
  • Jobs that process Salesforce Account NAICS code values into Industries

Preparation

  1. If a data source does not already exist, create a data source for the following objects and fields. *Note: If these data sources are already created, please verify that the above attributes are defined in the data sources.
    • Salesforce Lead object with at least the following attributes: Id, NAICS_Code__c, IsConverted, IsDeleted.
    • Salesforce Account object with at least the following attributes: Id, NAICS_Code__c, Name, IsDeleted.
  2. [Optional] This process uses the Openprise Data Catalog “Reference - NAICS 2002 to SIC 1987 Mapping” reference table.  If you would like to add custom segments to be used within this process you can download the Data Catalog and customize the values. More can be read in the articles listed below. 
    1. Openprise Data Catalog
    2. Infer task - you'll need to modify the infer task to point to your customized segments

Clone

To clone the Building Block recipe, navigate to Projects Recipes and select the building block to clone. Hint: search "Building Block" to easily see which Building Blocks are available.

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naics code.png

You will need to provide:

  • Project name
  • Prefix and/or suffix for all objects in the project
  • Data source to be used in the project

Examine the cloned project

We recommend you look through all the newly created project elements to familiarize yourself with what has been created. Look for any job that is marked with errors. These errors must be manually corrected.

Test the project

When you have reviewed the project and believe that everything is configured correctly, test the project by following these steps.

  1. Run the job manually.
  2. Review the data at the end of the job to ensure the industry values are assigned correctly.
  3. If all goes well, modify the bot to adjust the schedule, and turn the automation on to have up to date data when you need it!