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- Salesforce: Data import & enrichment mapping
Salesforce: Data import & enrichment mapping
Overview plus tips and tricks for reviewing candidate matches and creating new records in bulk
Written by Grant Gadoci
Overview: Matching RestaurantologyLogs to Salesforce Accounts
Learn how RestaurantologyLogs connect to Salesforce Accounts, and why matching accuracy matters.
Updated over a week ago
Option 1: Data Matching Helper
Map unmatched RestaurantologyLogs to existing Salesforce Accounts using real-time, side-by-side comparisons.
Updated over a week ago
Option 2: Scan and Match Data
Use cached Account data and advanced filters to match or create Salesforce Accounts at scale.
Updated over a week ago
Discarding and restoring records
Temporarily or permanently remove records from the matching process (and restore them when needed).
Updated over a week ago
Manual record matching with RestaurantologyLogs
Resolve difficult matches by linking RestaurantologyLogs to Salesforce Accounts manually.
Updated over a week ago
Understanding unit-level imports
Understand the benefits and setup requirements of importing unit-level restaurant data into Salesforce.
Updated over a week ago
Unit Import: Setup and permissions
Configure address handling, field mappings, and permissions before importing unit-level Accounts.
Updated over a week ago
Unit Import: 4-step process for creating child Accounts
Use Salesforce’s native deduplication engine to import unit-level Accounts directly from Restaurantology.
Updated over a week ago
Creating custom Salesforce Account enrichment mappings
Create field-level rules to automatically populate new or existing Salesforce Accounts with data from RestaurantologyLogs.
Updated over a week ago
Maintaining data hygiene in Salesforce
Establish a repeatable process to match new Restaurantology records each month and keep your Salesforce data current.
Updated over a week ago
