What is it?
The Beauhurst Salesforce integration enables you to sync data from your company collections to Salesforce. The integration will allow you to pull through key company data and update this regularly, providing more insight into companies you are interested in and automatically adding new ones that meet your collection criteria.
This can help you:
Seamlessly use Beauhurst data alongside your data for more insight into companies you are interested in
Automatically get up-to-date data on lead lists, saving time and effort qualifying leads
Keep track of current clients or prospects through enriching your data with any new activity
Connecting your Salesforce account
Go to the settings menu drop down and there is a new option for integrations or head straight to the integrations page here.
Selecting this will take you to the integrations page where you can connect your Salesforce account.
Connecting your account will involve signing into your Salesforce, confirming that you are happy to use the integration and installing the Beauhurst integration app.
To use the Salesforce integration you will need to be a Salesforce admin with the following permissions enabled on your account:
✅ Modify All Data
✅ Modify Metadata
✅ API enabled
If you are unsure, get in touch with your Account Manager who will be able help
This will only need to be done once across your subscription to set up the connection between Beauhurst and Salesforce.
Syncing a collection
Once you have successfully connected your Salesforce account you can start to sync your collections.
If you go to your ‘My Collections’ list page you will see a connection logo next to the settings cog, selecting this will turn on the sync for that collection. This will start the process of sending the Beauhurst data on those companies to Salesforce and creating any new companies that are not already in the account. Depending how large the collection is, this could take a little while - up to 10 minutes.
When a collection is synced the Salesforce logo will replace the connection logo. You will be able to sync any company collection that you can view. If you sync a private collection, the name of that collection will be visible in the ‘Beauhurst Collections’ field in Salesforce.
Also, if you want to stop syncing a collection, you will just need to click the Salesforce logo on your collections list page.
This data will be updated automatically from Beauhurst daily ensuring the data is up to date.
💡 There is a limit of 1500 companies that can be synced through the integration across your subscription. You can see how many companies are synced on the integration settings page.
This is the number of actively synced companies that will be kept up to date every night.
The integration does not affect your export credits.
Want a higher limit? Get in touch with your Account Manager to discuss the options for increasing this.
Using the data in Salesforce
When the first collection is being synced, the following data fields will be made in your Salesforce account.
Field label | Data type |
Beauhurst Collections | Picklist (multi-select) |
Beauhurst URL | URL |
Companies House ID | Text |
Beauhurst description | Text |
Growth Signals (Beauhurst) | Picklist (multi-select) |
Innovation Signals (Beauhurst) | Picklist (multi-select) |
Environmental Signals (Beauhurst) | Picklist (multi-select) |
Social and governance signals (Beauhurst) | Picklist (multi-select) |
Risk Signals (Beauhurst) | Picklist (multi-select) |
Industries (Beauhurst) | Picklist (multi-select) |
Buzzwords (Beauhurst) | Picklist (multi-select) |
Head office address (Beauhurst) | Address |
Last fundraising date (Beauhurst) | Date |
Total funding received (GBP) (Beauhurst) | Number |
Total grants received (GBP) (Beauhurst) | Number |
Date of accounts (Beauhurst) | Date |
Turnover (GBP) (Beauhurst) | Number |
Headcount (Beauhurst) | Number |
Stage of evolution (Beauhurst) | Text |
LinkedIn URL (Beauhurst) | URL |
SIC codes (Beauhurst) | Picklist (multi-select) |
SME status (Beauhurst) | Text |
Legal form of entity (Beauhurst) | Text |
Actively hiring (Beauhurst) | Text |
Once in Salesforce you can use these data fields however best works with your work flow:
Add the new Beauhurst data to your Account record pages alongside your other key company data points.
Filter companies that have recently been added to your collection that have met your specific criteria so that you can contact them at the right time.
Monitor client lists to understand your client landscape.
Create dashboards to track changes in the size of companies you are interested in.
Build automated lead scoring based on the up to date data we send so that you can prioritise your accounts based on key metrics such as headcount, fundraisings and turnover.
How the integration works
We use the name and domain of the companies in your collection to match and sync to the companies in your Salesforce account.
If there is a match on the name and domain we will add the new Beauhurst data properties to this company record
If there is no match on the name and domain we will create a new company record including the Beauhurst data properties
Only the Beauhurst data properties will be updated through the integration - it won’t interfere with your other data fields.
Ready to get started? Head back to the platform here
How to use the data in Salesforce
We create the new fields in your Salesforce account when the first collection is synced. If you want to make these visible on your account view, firstly go to an account record. If you click the settings cog in the top right hand corner there should be an option to edit the page.
💡You may need to find someone with admin permissions to do this step if you do not have access to this.
When you are editing the Account Record Page you can head to Fields on the left hand side.
If you search 'Beauhurst' all of the fields sent through the integration should show up and you can drag and drop them where you'd like on the page.
We have added a new Field Section named Beauhurst data to add all of these field in their own dedicated group but this can be configured to whatever works best for you.
FAQs
How can I see which companies have been sent to my Salesforce account on the Beauhurst platform?
If you go to your 'My Collections' list page you will see the company collections that have been synced. The companies within those collections will have been sent to your Salesforce account.
What is the integration limit?
Through the integration you can sync up to 1,500 companies into your Salesforce account. If you try to sync a collection that is larger than this you will see an error message on the platform and the collection won't be synced. If you have some collections already synced and try to sync another collection that would take you over the limit, you will also see the error message that we are not able to sync that collection.
A synced company is one that is in a synced collection and we are keeping that data up to date every day.
If you want to see how many companies are being synced across your account then go to the integrations settings page and it will how how many are being sent.
If you would like access to more companies through the integration get in touch with your Account Manager who can provide options on how to increase the limit.
I have a company in my synced collection that I can't see in my Salesforce
The method we use to create companies through the Salesforce integration is based on the name and website that we have for the company. In the case where we don't have a website for the company, we will not be able to create the company in Salesforce.
If we are trying to create a new company record in Salesforce, the only default fields that we are populating are 'Account name' and 'Website'. If your Salesforce requires other fields to be able to create a new account record then we will not be able to create these.
What permissions do you have on my Salesforce account?
The integration needs to be able to read the names and websites of the accounts in your Salesforce in order to complete the matching algorithm. These are also the only default fields that we write if we are creating a new account record, all other fields we populate are custom fields. We do not store any of this data from your Salesforce account.