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Sunday, December 13, 2015

Data.com Prospector: How to Identify?

When you subscribe for Data.com Prospector and Salesforce.com, you can easily add person to Salesforce as Contact or Lead, and company as Account. But, overtime you need to monitor how many person and company has been added, this is also to tell on how optimize users is using Data.com?



For records added from Data.com, you can query or run report on following fields:

Account
  • "Data.com Key" field is not blank, this would be filled with digits

Contact and Lead
  • "Data.com Key" field is not blank, this would be filled with digits
  • "Lead Source" is filled with Jigsaw or Data.com


You also can install a free package from App Exchange Data.com Prospector Reports, this package will add custom report type "Data.com Users and Usage", custom field "Sourced from Data.com" in Account, Contact and Opportunity, a dashboard and reports used as data source for the reports.