Refresh Schedule Enrichment

LeadIQ_Banner_Transparent.png

Using Refresh, you can schedule an enrichment that will allow you to update the entire database of Leads, Contacts, and Accounts with the most up-to-date IQ data on the day and time selected. These are configured and set up by the Salesforce administrator. 

2022-09-29_13-22-10.png

Configuration

1. Job Name 

2. Object Type

Account, Contact or Lead

3. Filters 

Default filter: IQ Last Enriched On - Is Greater Than - 7 days ago 

The operation "And" and the Data Types below will be the only ones supported at the moment. 

    • Date
    • Datetime
    • Number
    • Currency
    • Boolean
    • Text
    • URL
    • Picklist (single)

For Date / Datetime data types, the available operators are

    • Equals
    • Is Greater Than
    • Is Less Than
    • Between

Example 1: IQ Last Enriched On Is Greater Than 7 Days ago means we’ll look for records whose last enriched date is older than 7 days ago. If a record was updated a week ago, it won’t be part of the enrichment that will run today. 

Example 2: IQ Last Enriched On Is Greater Than Custom Date 1 September 2022 means that we’ll look for records whose last enriched date is after that date - i.e. 2 September 2022 till today.

Example 3: IQ Last Enriched On Is Less Than 7 Days ago means that we’ll look for records whose last enriched date is more recent than 7 days ago. If a record was updated 8 days ago, it won’t be part of the enrichment that will run today.

Example 4: IQ Last Enriched On Is Less Than Custom Date 1 September 2022 means that we’ll look for records whose last enriched date is before that date - i.e. days up to 31 August 2022.

4. Frequency

Weekly or Monthly

5. Day of Week

Monday - Sunday

6. Hour of Day

We recommend having a gap of 3 hours between two schedule enrichments to avoid clashes. For example 12am, 3am, 6am etc. 

7. Start and End Date 

8. Record Limit 

Enter a number between 10k - 50k. 

2022-09-29_13-17-17.png

 

 

 

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

Previous
Next
9203509540251

Was this article helpful?

0 out of 0 found this helpful