With a Data.com Prospector license, it’s a cinch to find new companies in the industries and locations that you’re most interested in. Add company information to Salesforce as new accounts in just a few steps.
Click the Data.com tab.
Click Find Accounts.
Enter or select your search criteria. When you click the selection box in the Industry field, for example, you’ll see the Industry Selector, where you can use industry classifications to select from extensive lists of industries and subindustries to build an industry query as part of your search criteria. When you click the selection box in the Location field, you’ll see the Location Selector, where you can build a location query as part of your search criteria.
Click Search. Results are sorted by number of active contacts.
To show records that have been flagged as inactive, under Options, select Show Inactive Records
. Inactive records are marked with
If the results list is long, you can:
- Sort the results by any table heading. The Updated heading, for example, sorts results by when they were last updated.
- Jump to a page by entering a number in the Page field.
- Click the arrows to move from page to page.
If you don't see what you’re looking for, use filters to narrow your results. Expand filter categories as needed. Enter a range or select the checkbox next to each filter you want to apply.
Add all accounts or a selection to Salesforce.
- To add all accounts, click Add to Salesforce and select All.
- To add selected accounts, select the ones you want, then click Add to Salesforce and choose Selected.
If your selection includes duplicates, we’ll add them if duplicate account records are allowed in your Salesforce organization. Adding more than 200 records can take a few minutes. If you add that many, we'll send you an email when the process is complete.
From the confirmation message, click Go to Accounts to view the list of new records on the Accounts home page.
If you use Data.com Prospector, when you add an account from Data.com, a corresponding D&B Company record (if one exists in Data.com) is automatically created in Salesforce and linked to the account record via its D&B Company field.