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Project Recipe: Champion Movers with AI for Salesforce

Updated

The following is a guideline to follow when using the recipe "Champion Movers with AI for Salesforce." Please read these guidelines before cloning the recipe.

Overview

This recipe provides the following:

  • Jobs that track when your selected contacts change jobs and move to new companies. The jobs use Google Search in several ways to look up the Contact's public information to try to determine if they have a new employer.
  • OpenAI is used to analyze the search results to hone in on the pertinent information needed
  • A call to D&B is made to get additional company information.
  • Calls to BrightVerify to validate new email addresses
  • Bots to run the above jobs. NOTE: a bot will be created but not automated
  • Manual data sources that capture results of the various jobs. These can be used for review and analysis.
  • An App Factory app to view the results of job runs. Contacts are categorized as:
    • Cannot validate, need manual review
    • Matched to account and added new contact
    • Matched and updated existing new contact
    • Validated but unmatched, added as new lead

Review the Champion Movers with AI use case HERE.

Preparation

  1. As a prerequisite to using the Champion Movers with AI project recipe, credentials need to be set up for Google Search and OpenAI. 
    1. Learn how to set up your Google Search credentials HERE. When setting up your custom search engine, under "What to search?", please select the entire web. If you do restrict the search to named websites, your results will be negatively impacted. 
    2. Learn how to set up your OpenAI credentials HERE. It is suggested you use OpenAI as the AI model. The model must be entered exactly as shown, with no spaces or capitalization.
  2. Establish data sources:  
    A data source must be created for these four Salesforce objects: Accounts, Contacts, Leads, and Users. If you already have these data sources, you do not need to create new ones. The data sources need to contain the following attributes:
    • Accounts: all standard fields
    • Contacts: all standard fields, plus attributes
      • to hold the LinkedIn URL
      • to hold No Longer with Company tag
      • to identify which contacts to run through the Movers jobs. The jobs look for a yes value in a custom field (e.g. Track__c). If you have a different field that can be used to identify contacts you want to evaluate, you can modify the job Mover01 to refer to your custom field. This can be done after the project is cloned from the recipe.
    • Leads: all standard fields, plus attributes to hold the LinkedIn URL and No Longer with Company tag
    • User: all standard fields

  3. Create new data targets: Create a new data target for each object with the following attributes: 

    NOTE: If you don’t want to update Salesforce with all of these fields, you can customize the export task after the project has been created to update the specific fields desired.

    Contact Lead
    Id Id
    Previous Companies Company
    No Longer At Company Last Name
    LinkedIn Profile First Name
    Last Name Title
    Account Id Email
    Email DUNS Number
    First Name Industry
    Mobile Phone City
    Title State/Province
    Track? Zip/Postal Code
      Country
      Mobile Phone
      LinkedIn Profile

Clone

To clone the project recipe, navigate to Projects Recipes and select the project recipe to clone.

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moversAI.png

You will need to provide:

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

  1. Any job that is marked with errors. These errors must be manually corrected.
  2. Export tasks that write back to Salesforce. Make changes by un-mapping any values that you do not want to write back to Salesforce.
    NOTE: Any Export task to Salesforce has been bypassed for your protection. We recommend that you run the jobs with the bypass enabled so you can review any data changes before writing data back to Salesforce.

Run the bot

The first time you run the bot, we strongly suggest you keep the bypass option enabled on all export tasks. Please review the output of each job to familiarize yourself with the processing logic and verify the jobs are performing as expected.

Results can be viewed using the Mover App Factory app. The app displays the results of all contacts that have been evaluated and categorizes them by what the jobs found. Categories include:

  • Cannot validate, need manual review
  • Matched to account and added new contact
  • Matched and updated existing new contact
  • Validated but unmatched, added as new lead

Finalize the project

Final steps include:

  1. Verify the first job is selecting the contact audience you wish to evaluate
  2. Purge the jobs to prepare for a clean automated run 
  3. Optional: purge the manual data sources for a clean automated run
  4. Edit the Bot to schedule the frequency and enable automation

 

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