Restaurantology’s Salesforce integration is designed to create long-term strategic value. Before installing the managed package, it’s worth reviewing three areas to ensure your CRM is set up for clean, scalable success.

[01] Preparing your data

Clean data ensures that our candidate match logic performs as expected and that your team receives high-quality insights mapped to the correct records. While not all of the following are required, reviewing these will dramatically improve outcomes:

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Some of these steps may be owned by other RevOps, DataOps, or Salesforce stakeholders. Feel free to forward as needed.

• Confirm your Account object is not polluted with irrelevant record types (e.g., Vendors, Landlords, Recruiters).
• Audit de-duplication logic, especially across Leads, Contacts, and Accounts.
• Establish Account ownership and governance policies (e.g., who owns what and why).
• Align with sales on what qualifies as a key territory target.
• Identify core segmentation dimensions (e.g., state, size, service type, category).
• Normalize Account naming and validate website URL structure (avoid “placeholder” fields).
• Confirm primary website field is either a custom field or Website standard field.
• Validate that address fields use separate line fields (Street, City, State, ZIP, etc.).
• Determine whether new Accounts should be automatically created or queued for review.
• Define a process for newly created records: who owns, works, or reviews them?
• Consider aligning internal metrics with Restaurantology fields for consistency.
• Establish who will maintain field and mapping integrity long-term.

[02] Prepare your Salesforce instance

You don’t need to be highly customized to benefit from our integration. However, we recommend clarifying the following:

• Do you use Account record types?
• Do you use Salesforce Leads?
• Will you install in Production or Sandbox first?
• Will you manage matching and creation rules centrally (RevOps), or distribute review/approval?
• Do you want to restrict write-back permissions to certain roles or users?
• Who will serve as the ongoing internal admin?

[03] Understand what’s included in the package

Restaurantology provides a managed package with everything needed to integrate into your CRM:

• Custom objects
• Custom fields
• Field mappings
• Apex logic
• Visualforce components
• Tabbed UI components
• Permission sets
• Sample reports and dashboards
• Custom settings for admin configuration

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The managed package is self-contained and customizable. Most customers modify default field placements or build additional automations on top of it after installation.

Once you’ve reviewed these areas, you’re ready to move on to installing the managed package.