Contact Tracking FAQs
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How to create a new field mapping?
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- Go to “Setup”.
- Search “Custom Settings” in the Quick Find Box.
- Click the “Custom Settings” in search results.
- Select the "IQ Contact Tracking Field Settings on the list of the custom settings.
- Click the “New” button
- In the field “Name” you can type whatever you want. Only one condition - it should be unique across these custom settings.
- 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.
- 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.
- 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.
- Check the Object API name. It's the first part of our full path.
- Go to the “Fields & Relationships” tab of the current object.
- Search for the selected field, in our example - its email.
- Click on it.
- Check the “Field Name” field. It's the second part of our full path.
- Let's configure our full path. Full path = OBJECT_API_NAME.FIELD_API_NAME. In our example: Contact.Email
- What if we need some kind of nested (lookup) field, for instance contact account name. Let's check it.
- First part is still the same - Contact.
- Go to the contact fields and search for “Account”.
- Again we look at the “Field Name” and see “Account” -> it's the second part of our full path.
- Go to the Account object, click on the “Fields & Relationships” section, search for the “Name” -> click on it.
- Check for the “Field Name” field. -> It's the last part of our full path.
- Full path = Contact.Account.Name
- 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 | |
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.