Salesforce CRM Enrichment allows you to keep your existing Salesforce records up to date with the latest available Cognism data.
You can enrich Leads, Contacts, and Accounts either on demand using Instant Enrichment or automatically using Scheduled Enrichment.
Before You Begin
Before using CRM Enrichment, ensure that:
- The Salesforce integration has been configured.
- Data Import is enabled.
- You are a Cognism Admin.
- Salesforce Change Data Capture (CDC) and API access are enabled. These features are available in Salesforce Enterprise, Performance, Unlimited, and Developer editions.
Enrichment Types
Cognism provides two types of enrichment jobs.
Instant Enrichment
Instant Enrichment updates Salesforce records immediately.
Use Instant Enrichment when you want to enrich records on demand without waiting for a scheduled run.
Learn more in Create an Instant Enrichment Job.
Scheduled Enrichment
Scheduled Enrichment automatically updates Salesforce records on a recurring schedule.
Jobs can be configured to run:
- Once
- Daily
- Weekly
- Monthly
Scheduled jobs are ideal for keeping CRM data accurate over time without manual intervention.
Learn more in Create a Scheduled Enrichment Job.
What Happens During Enrichment?
When Cognism matches a Salesforce record to a profile in the Cognism database, it updates the record according to:
- Your Salesforce field mappings.
- Your configured field update rules.
- Any Query Builder criteria applied to the job.
Only fields permitted by your update rules are updated.
Enrichment Credits
An Enrichment credit is consumed when Cognism successfully matches a Salesforce record during an enrichment job.
A record is only charged once per Enrichment billing period.
An Enrichment credit is not consumed if:
- A Bulk Enrichment credit has already been used for the profile during the current billing period.
- The contact has already been exported from the Cognism Web App or Chrome Extension during the current billing period.
Data Privacy
To perform enrichment, Cognism requires the following Salesforce permissions:
- Modify Metadata
- View All Users
- Customize Application
Cognism only accesses your Salesforce data to perform the requested enrichment.
Your CRM data is not used to build or enrich the Cognism database or for any other purpose.
All customer data is encrypted using AES-256 encryption.