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Matchbook AI Salesforce Connector: For 3rd party data integration & intelligence

By Matchbook Services, Inc.

Increase sales performance through accurate data

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Paid Add-On Required  

Free to Install. Discounts available for nonprofits.

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Business Need
Sales Intelligence
Integration
Data Cleansing
Requires
Sales Cloud
Compatible With
Sales Cloud

Through our partnership with Dun & Bradstreet, Matchbook provides a comprehensive platform to support data cleansing, accurate matching based on proprietary algorithms and access to high quality enrichments required to support sales business functions.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
Matchbook® Firmographics/Matchbook® Firmographics 1.44.0
Listed On
09/26/2023
Latest Release
06/03/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 17
Custom Tabs: 8
Custom Apps: 1
Lightning Components
Global: 38
App Builder: 15
Community Builder: 4
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.40.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/14/2023

Additional Details

MATCHBOOK DATA CONNECT DELIVERS HIGH QUALITY ACTIONABLE INSIGHTS Through our partnership with Dun & Bradstreet, the global leader in commercial data, Matchbook provides a comprehensive platform to support data cleansing, accurate matching based on proprietary algorithms and access to high quality data enrichments required to support sales business functions. * Salesforce data cleanup and eliminate duplicates via de-duplication methods * Salesforce data mapping to the D&B global database of over 300M companies * Automated account matching based on proprietary machine learning algorithms * Comprehensive Data stewardship for accurate matching * Interactive search capability in Salesforce for new account identification before creation * Automatic enrichment of records with over 300 fields of rich DnB firmographic attributes * Refreshed daily based on changes * On-demand refresh through UI * Customized display of firmographic data to easily uncover duplicates and relationships * Complete Family Tree hierarchy * Account parenting * Uncover actionable insights using our analytics module and integrate data into Data Hubs, MDMs and other platforms

Need help?

Matchbook Services, Inc.

Matchbook Data Connect support and training is available by contacting us via email at support@matchbookservices.com. Additionally, support tickets can also be raised via the Matchbook Portal. Please contact your Matchbook administrator for the same.

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