Contact Tracking FAQs

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How to create a new field mapping?

    1. Go to “Setup”.
    2. Search “Custom Settings” in the Quick Find Box.
    3. Click the “Custom Settings” in search results.
    4. Select the "IQ Contact Tracking Field Settings on the list of the custom settings.
    5. Click the “New” button

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  1. In the field “Name” you can type whatever you want. Only one condition - it should be unique across these custom settings.
  2. In the field “JSON Field Name” you should type one of the following values which are supported by our tracking API: companyName, companyDomain, firstName, lastName, title, email, personalLinkedInUrl, salesforceRecordId.
  3. In the field “Field API Name'' you should type the full path to the field. For example, you would like to map contact email field.
  4. You should check the object API name. You need to go to the “Object Manager” in the “Setup” page. Search for your object. Click on it.

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  1. Check the Object API name. It's the first part of our full path.
  2. Go to the “Fields & Relationships” tab of the current object.
  3. Search for the selected field, in our example - its email.
  4. Click on it.

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  1. Check the “Field Name” field. It's the second part of our full path.
  2. Let's configure our full path. Full path = OBJECT_API_NAME.FIELD_API_NAME. In our example: Contact.Email
  3. What if we need some kind of nested (lookup) field, for instance contact account name. Let's check it.
  4. First part is still the same - Contact.
  5. Go to the contact fields and search for “Account”.

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  1. Again we look at the “Field Name” and see “Account” -> it's the second part of our full path.
  2. Go to the Account object, click on the “Fields & Relationships” section, search for the “Name” -> click on it.

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  1. Check for the “Field Name” field. -> It's the last part of our full path.
  2. Full path = Contact.Account.Name
  3. General full path = OBJECT_API_NAME.NESTED_LOOKUP_NAME{0, N}.FIELD_API_NAME.

 

What is "IQ Contact Tracking Job Query Interval" under "IQ General Settings"?

  • This is the interval between the two contact tracking jobs. The first job fetches the contact from the report to start tracking. The second job will fetch the results and create custom object records.
  • This field has a default value of 1 and can be left unchanged.
  • Note: This field cannot be 0.

 

What are the fields available on LeadIQ custom object?

First Name Field Type
Past Account  Reference
Past Contact Reference
Past Title Reference
Job Change Detected Date Date
Current Job Start Date Date
Current Job Started Within Last 6 Months Boolean (Formula)
Is Created By LeadIQ Boolean
No Longer At Company Boolean
Current Lead Reference
Current Contact Reference
Source Report String
LinkedIn URL URL
Current Email Email
Work Email Status String
Mobile Phone Phone
Other Phones TextArea
Title Level String
Title Domain String
Employee Count String
Current Company Industry String
Current Company LinkedIn URL URL
Created by Id Id
Current Account Reference
Current Account Type String (Formula)
Current Company String
Current Company Domain URL
Current Company Employees Number
Current Lead Is Converted Boolean (Formula)
Current Lead Status String (Formula)
Current Title String
Date Added to LeadIQ Date
First Name String
Contact Tracking Name String
Last Name String
Owner String (Formula)
Past Account Owner String (Formula)
Past Account Type String (Formula)
Past Company String
Past Company Domain URL
Past Lead Reference
Past Lead Status String (Formula)
Last Modified by Id Reference 
Owner Id Reference

 

If you have any questions about Contact Tracking, you can reach out to the LeadIQ Support Team by clicking Submit a Request at the top right of this page.

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