For Salesforce authentication, there are two approaches you can take to set up the Grata integration. The Salesforce user can be a:

While option #1 is the simpler approach, option #2 is our best practice recommendation as it provides more security and traceability.

Before you begin mapping the specific fields you would like Grata to populate when syncing, select your CRM preferences.

Pull info from my CRM is how Grata pulls matching companies from your Salesforce. This feature is also the driver behind the Show companies in my CRM filter:

Pull info from my CRM runs once per week. If you need Grata to pull matching CRM records on a more immediate basis, contact Grata support.

This feature is how Grata does data enrichment on your CRM. When it comes to deciding which data should be overwritten, Grata respects the rules that you've set in Company Mapping.

Auto-update Companies & Contacts runs in the background whenever there is a change to a Grata company profile for one of the data points you have mapped. Within minutes, Grata automatically updates the matching account in Salesforce.
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Grata does not use your CRM data for any other purpose in the platform. The connection with Salesforce is a secure data pipeline between your Grata and CRM, existing solely to benefit your search experience.
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Read more about Grata's security policy with our Integrations and Data Privacy FAQ.

Grata knows not to create duplicate companies. Before syncing, Grata will check your CRM for the Website or Domain. Grata can recognize a match regardless of whether the spelling is amazon.com or http://www.amazon.com in your CRM.

Grata knows not to create duplicate contacts in your CRM. It will check for First Name + Last Name of the person. It then checks for a match to the person's email.

Absolutely! You may test syncing to a Salesforce sandbox before opening up the syncing feature to all users. Please contact your Grata representative to get started.
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If for any reason you need to disconnect Grata, you can do so from the Account page. Click the three dots under Salesforce, then choose Disconnect Salesforce from Grata. API credentials — plus any CRM data— are immediately wiped.

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Before you dive into Company Mapping, select which Account Record Type(s) will be synced to in Salesforce, and which types will be pulled by Grata in Pull My CRM Info Into Grata.

Company Mapping is where you decide which Salesforce data gets filled in during company syncs from Grata. Note: Company Domain has to be mapped to Website; it cannot be mapped to a custom field (e.g. "Grata Custom Domain").
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(*) asterisks mark required fields.

The left column contains each data point that can sync to Salesforce. By clicking into a box, Grata displays the selection of supported Salesforce fields for that data point.

For a comprehensive list on each Grata field and what it means, please refer to Grata Field Definitions. For a list of supported Salesforce field types, please refer to this document (recommended field types are shown in bold).

Contact Mapping is the step during integration setup where you decide which Salesforce contact data gets populated any time that Companies & Contacts are synced.

(*) asterisks mark required fields:

There is an optional step to select specific Job Titles for contact syncs. By unchecking certain job titles, you can prevent unwanted contacts flowing through to Salesforce during a bulk sync.
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Change the dropdown for Which company contacts would you like to sync? to Select specific titles.

Grata can sync contact data to the Lead object instead of Contact. Change the the Connect Grata contacts to dropdown for Lead syncing. Note: Grata does not sync firmographic info (Company Website, Description, Revenue Estimate, etc.) to the Lead. It only syncs this data to the Account. Contact Grata to explore other solutions.

This feature, also known as "CRM Intel", is the ability for Grata to display information directly from your Salesforce on matching companies in Grata.
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All CRM Intel fields are read-only. Grata checks for updates in CRM once per hour to display the latest information. Note: once turned on, that CRM field is visible to all Grata seats in your organization.

Your CRM integration settings are saved once you click Next on the final step of the setup screen.

If you need assistance with your CRM integration, reach out to Grata Support (support@grata.com) or chat with us in the Help section > Messages.
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To see logs on how many companies were synced, how many credits were used, and by whom, go to Accounts > Audit Log. For detailed information, such as how many contacts were synced, reach out to Grata Support.