Knowledge Hub

Advice and answers from the Restaurantology Team

Companies who sell products and services to the restaurant industry can use Restaurantology and Salesforce together to automate how they consume industry data with speed, predictability, and precision.

Note: Salesforce CRM integration is an additional Data-as-a-Service offering from Restaurantology. Learn more about DaaS here.

Primary users of Restaurantology in Salesforce are typically divided into 2 groups:

  1. End users: Typically, these team members span job functions across sales (AEs, SDRs/BDRs, managers), marketing, post-sales (CSM, Support), Ops, and even executive roles. Their primary usage is to view Restaurantology insights via Accounts, reports, and dashboards.
  2. Admins: These team members could hold roles in SalesOps, RevOps, BizApps, growth teams, or they could be analysts or data scientists who are responsible for integrations, data admin and integrity, etc. Their usage leans more towards owning the upfront and ongoing administrative responsibilities that keep end users moving quickly and confidently.

Note that in some orgs, particularly those who are smaller, some users may wear multiple hats and therefore may be considered both an end user and an admin.


[01] End users: Viewing Restaurantology insights on Account records

When working in Salesforce, it’s easy to reference Restaurantology’s firmographic and technographic insights without having to leave the application. Depending on your Salesforce org’s configuration, Restaurantology insights can be seen in various places on an Account record:

  • In custom fields
  • Within a custom sub-tab
  • In a side Visualforce widget
  • In visual reporting elements
  • In related records (RestaurantologyLogs)

Salesforce admins can move key elements, organizing them to keep their users moving quickly.

Important: Restaurantology’s monthly data pushes do not overwrite Salesforce Account fields, such as Location Counts or Service Type, by default. Your organization may configure custom updates or workflows as it sees fit.

Using the sidebar while in Salesforce

Restaurantology’s Chrome extension can scan Salesforce pages to perform searches when the sidebar is opened. Learn how to search on standard and custom objects.

[02] Admins: Configuring Restaurantology via the App Center

Admins responsible for implementing or maintaining Restaurantology into their production instance have a variety of permissions and controls accessible in Salesforce’s App Center.

Admins using the Restaurantology App will be able to:

  • map Restaurantology’s multi-unit records to their existing Accounts via candidate matches;
  • mass-create new Account records in instances where no candidate matches exist;
  • review recent, newly-created records to either map or create accordingly;
  • review or restore previously discarded or hidden records;
  • review and manage background processes and workloads;
  • access setup and admin tools utilized during initialization and implementation of the managed package.