One Click Update for Salesforce

Setup for Team Admins

• Go to your Salesforce integration settings page. 
• Click the UPDATING RECORDS tab and customize your defaults for lead and contact records. For example:
  1. Never Update - by default, won’t do anything
  2. Update if Blank - Only enrich fields that are incomplete (e.g. data-quality issues with randomly missing phone, email, or title fields)
  3. Always Update - If you would like to enrich all fields with LeadIQ data regardlessly
• More granular control for team admins with specific field overrides. For example:
  1. Ensure only certain fields are updated such as the Last Name, leave the default for Lead fields as Never Update and set the override for the specific fields you would like to update to Always Update.

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Updating existing records in the Extension

When do I know record updates will occur?

When you have Salesforce connected, look for the blue cloud icon.

• Blue cloud icon with checkmark - means we’ve located what we believe to be an exact match (name, company, email address) and will enrich.
• Blue cloud icon (without checkmark) means we’ve located relevant records such as an account, contact, or lead. Depending on how relevant, we suggest different enrichment options. Sample cases described below.

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Found a matching contact or lead record

When you capture a prospect (if you have not picked an override option) - we will detect an exact email match when using the credit to unlock. When this happens, the extension will automatically enrich the matching record instead of creating a new one.

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Duplicate Contact or Lead Records Found

We consider a duplicate if Name, Company, and Email match. If more than one record is found we will skip the capture unless you tell us which record to enrich. For these, you will be notified on the cloud icon with a ⚠️ symbol. 

For example, if you captured A Sharma without changing the recommended option, this notification appears in your extension:

Duplicate Account Records Found

How does LeadIQ define a matching account? The domain matches. This is where more than one company may appear if multiple accounts use the same domain. 
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Updating existing records in Lists

One Click Update is also available in Lists via the web. First, select what leads you'd like and then click Export to Salesforce. 

Found a matching contact or lead record

If a direct match is found at the time of export records will be updated and it will say Synced under the Salesforce Status. 

Duplicate Contact or Lead Record Found 

We consider a duplicate if Name, Company, and Email match. If more than one record is found we will skip the capture unless you tell us which record to enrich. For these, you will be notified on the side screen. Select the correct lead/contact record to update. 

Duplicate Account Records Found

Just like the extension, if more than one account with the same domain are detected, LeadIQ will ask the user to select which account the lead/contact should be exported to. 

If you have any questions about One Click Update, you can reach out to the Support Team by clicking Submit a Request at the top right of this page.​