How to Install Company Surge for Salesforce

Bombora’s app is installed as a managed package by your Salesforce administrator. This package includes all necessary components for the Bombora Admin app, custom fields, and embeddable data widgets. 

• Download the full User and Installation Guide for detailed step-by-step instructions & FAQs about the new Salesforce 2.0 app
• Watch the video to the right of the end-to-end installation of the latest version of the new Salesforce 2.0
• Reference the Technical Architecture and Support Documentation as a supplemental resource to better understand key terms, components, and features of Bombora’s Salesforce app

Best practices for custom reports, dashboards, and widgets in Salesforce using Intent data.

Set up Salesforce for the most common Intent data activations such as account prioritization and lead segmentation. Best practices are below:

• Account page layout: While  creating "Intent Cluster Report Chart" and "Account Intent" Tab on your Account records, be sure to include them above the fold to ensure Salesforce users can easily find this Intent data
• List views: Adding a related list view to the Account Page layout will provide additional visibility into the topics researched by an account. This is helpful for AEs when prepping for conversations with prospects.
• Reports: Create an "Accounts with Bombora Company Surge^®" report to allow for easy account prioritization
• Dashboards: Leverage the Bombora Company Surge® reports within your current Salesforce Dashboards to provide your sales and account teams a snapshot of their Intent activity
• Display Contact Object data on a Contact Record: Add Bombora data associated with an Account to the Contacts associated with that account in the Contact Record page.  
• User permissions: Enable proper permission sets for your users. By default, all Salesforce users should be given Bombora Standard permission sets (available in version 6.0 and later) if they will need to perform standard Salesforce actions like converting leads and merging accounts. In order for users to then interact with Bombora data, they will also need a Bombora License. Please reference our User and Installation Guide to make sure that your Admin has properly assigned user permissions.

In the Salesforce AppExchange, you can see which version of Company Surge^® for Salesforce you have installed.  It is recommended you update to the latest version to enjoy the benefits of the app. 

Here are the different releases and the corresponding updates: 

V4.3

Introduced the 'Bombora Standard Access” permission level to be used for standard users who may not need full admin access but need more than read-only access.

• 'Bombora Standard Access' defined: Full access to Bombora data, including standard operations like Lead conversion and Account creation which may interact with Bombora functionality. Should be the primary permission set for day to day Salesforce users. No access to the Bombora Admin app

V6

Introduced four (4) new custom fields available on Account and Lead objects. These fields allow users to create list views that leverage Bombora data and allow outside connections that require Bombora data to live outside of a custom object.

Added fields:

• Average ‘Surge’ Score Summary

  • The is the average ‘Surge’ Score across all selected topics that the business is spiking on

  • This will show the average ‘Surge’ score across all topics for a given account/lead

• Topic Count Summary

  • The number of topics from the list of selected topics for which the business is spiking on across all clusters

  • This will show the user the number of topics, across all clusters, that a given account/lead is showing Intent on and can be used to prioritize outreach. Higher topic count = more active research observed by Bombora

• Strongest Intent Cluster (defined as the cluster with the highest topic count + average surge score as a tie-breaker)

  • The topic cluster with the highest active ‘Topic Count’ for this business

  • This will show which cluster has the most Intent activity on a given account/lead and can be used in routing records into workflows based on the cluster

• Strongest Cluster - Topic Count

  • The topic count of the cluster identified in the ‘Strongest Intent Cluster’ field

  • This will be used to prioritize accounts/leads in the workflow routed mentioned above

For more information, please see our Technical Architecture and Support Documentation

V6.1

Bug fixes related to new fields.

Prior to this release, field values on the Bombora custom object record were only updated when a new record was created. This fix ensures field values will be updated when an update is made to an existing record.

V6.2

Introduced ability for Salesforce admins to disable apex triggers associated with new fields. This update increases the stability of the data sync process that populates the new custom fields.

V6.3

Allowed new fields to be populated directly through the data sync process removing the need for problematic apex triggers and resolve lingering data sync issues.