Setting Up Orchestration Mapping Profiles

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A mapping profile represents a saved set of mappings between a 6sense Field (for example, Industry, Revenue Range, Country, and so on) and a field in your CRM or MAP.

You will need a mapping profile for the following use cases:

  • Export 6sense Predictive Scores to existing Account, Lead, or Contact objects in your CRM/MAP.

  • Enrich existing records with firmographic data.

  • Purchase new contacts and then create them in CRM or MAP.

  • Add existing Leads or Contacts into a CRM or MAP Campaign.

  • Enriching existing Account, Lead and MAP objects with Published segment names.

  • Matching Leads to Accounts in Salesforce.

  • Matching Contacts to Accounts in Salesforce.

  • Create new Accounts in Salesforce.

Mapping Profiles are unique to each Object (CRM Account, CRM Contact, CRM Lead, MAP Lead) as well as the production or sandbox environment.

To allow 6sense write access to the objects and the associated fields you wish to update, you must provide 6sense with write access to the fields associated with the objects (in other words, Salesforce Accounts, Contacts, and Leads objects).

The exception to this is the Email field for Leads and Contacts. This field needs a minimum of Read Only; Read/Write is not required.

This is necessary for us to be able to write scores to relevant records within your CRM/MAP.

The following information is required to save a mapping profile:

  • Lead Mapping Profile: Requires Email, Last Name, and Company (Read/Write is required) in order to save.

  • Contact Mapping Profile: Requires Email (Read/Write is required) in order to save.

  • Account: No requirements in order to save.

Create a Mapping Profile

  1. Go to Settings in the 6sense ABM Platform.

  2. Click Orchestration Mapping Profiles under the settings icon, next to Orchestration (under App Settings).

  3. Click New.

  4. Select the object (CRM Account, CRM Contact, CRM Lead, MAP Lead).

  5. Select the environment (for CRM objects only — MAP sandbox is currently not supported).

  6. Give your mapping profile a custom name, or leave it blank and let the system create one for you.

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  7. Optional: Set as default mapping profile. Only one mapping profile can be set as default per object and per system.

  8. Configure 6sense Values to the system fields via the dropdown. You can toggle between Enrichment mappings and other mappings via the tabs. mceclip0.png

  9. Click Save.

Throughout the platform, whenever you need to augment your CRM/MAP data with 6sense data, the mapping profile will dictate what 6sense values are mapped to the fields in your CRM/MAP, allowing you to create customized workflows and orchestrate your ABM strategy.

IMPORTANT: Review your mappings before saving.

FAQ

Q: What data from 6sense is available to be mapped?

A: The available set of 6sense fields depends on the object type of the mapping profile. They are listed in the table below:

6sense Field

Available for SFDC Account

Available for SFDC Lead

Available for SFDC Contact

Available for MAP Lead

Account Source

Yes

No

No

No

City

Yes

Yes

Yes

Yes

Company Name

Yes

Yes

Yes

Yes

Country

Yes

Yes

Yes

Yes

Country (Abbreviated)

Yes

Yes

Yes

Yes

Custom Text

Yes

Yes

Yes

Yes

Email

No

Yes

Yes

Yes

Employee Count (Est.)

Yes

Yes

Yes

Yes

Employee Range

Yes

Yes

Yes

Yes

First Name

No

Yes

Yes

Yes

Industry

Yes

Yes

Yes

Yes

Last Name

No

Yes

Yes

Yes

Lead/Contact Source

No

Yes

Yes

Yes

Lead/Contact Source Type

No

Yes

Yes

Yes

LinkedIn Profile

No

Yes

Yes

Yes

Matched CRM Account ID

No

Yes

No

No

NAICS Code

Yes

Yes

Yes

Yes

NAICS Description

Yes

Yes

Yes

Yes

Phone (Company)

Yes

Yes

Yes

Yes

Phone (Direct)

No

Yes

Yes

Yes

Postal/ZIP Code

Yes

Yes

Yes

Yes

Revenue (Est.)

Yes

Yes

Yes

Yes

Revenue Range

Yes

Yes

Yes

Yes

SIC Code

Yes

Yes

Yes

Yes

SIC Description

Yes

Yes

Yes

Yes

State/Region

Yes

Yes

Yes

Yes

Street Address

Yes

Yes

Yes

Yes

Title

No

No

No

No

Title Function

No

Yes

Yes

Yes

Title Level

No

Yes

Yes

Yes

Website

Yes

Yes

Yes

Yes

In addition, the following predictive scores are available, per product, if you are a 6sense Advanced customer:

Account

  • Account Buying Stage

  • Account Intent Score

  • Account Profile Fit

  • Account Profile Score

  • Account Reach Score

  • Account Scores Last Updated

Contact/Lead

  • Contact/Lead Grade

  • Contact/Lead Intent Score

  • Contact/Lead Profile Fit

  • Contact/Lead Profile Score

  • Contact/Lead Scores Last Updated

  • Contact/Lead Company Buying Stage

  • Contact/Lead Company Intent Score

  • Contact/Lead Company Profile Fit

  • Contact/Lead Company Profile Score

Q: Can I use the same mapping profile for multiple use cases — for example, firmographic data enrichment and purchasing new contacts?

A: Yes. You will typically only have one mapping profile per System Object (Salesforce Account, Salesforce Lead, Salesforce Contact, MAP Lead). That mapping profile can then be leveraged during any of the supported orchestration use cases enabled through 6sense. Keep in mind that not all fields in the mapping profile are relevant to every use case, so some of the mappings may be ignored depending on the context — for example, a contact’s email data will only be filled in when purchasing contact information, but the mapping for the email field would be ignored during a Contact Enrichment Orchestration.

Q: Do I need to set up mapping profiles if my team is not planning to acquire new contacts? What if we only intend to add existing CRM or MAP leads to a campaign in the respective system?

A: Even if you only intend to add existing contacts to a campaign, you will need a mapping profile for that object type. At minimum, you’ll need to make sure you map the appropriate field for the record’s Email. As long as a default mapping profile is set for the existing object type you wish to add to a campaign in that same system, and that mapping profile contains a mapping for Email, then the Push Audience SmartPlay types will be able to correctly identify the records you intend to operate on.

If you intend to acquire new contacts as well, then you’ll already be including a mapping for Email in your main mapping profile for each object type, so you would not need to do anything special for the “add existing contacts” use case, other than ensuring the mapping profile is configured as a default.

Q: What is the Custom Text option within the available 6sense Fields?

A: This option allows you to add your own text as a value to be mapped. For instance, a common use case is to update the Lead Source field when acquiring a new lead, so you may want to add custom text indicating that you purchased the record from 6sense. If this is configured, then any records that are purchased and pushed into Salesforce using this mapping profile will have the LeadSource field populated with Acquired through 6sense.

Q: Who can access and edit mapping profiles?

A: Any user who has access to your organization’s Settings page within the 6sense Account Engagement Platform will be able to view and/or modify these mappings. Currently, the owner and all users can access Settings, but limited users cannot.

Q: Why are my dropdowns blank in my mapping profile?

A: 6sense does not have the correct permissions on the field/object level. Grant 6sense write access to the objects and the associated fields you wish to update, you must provide 6sense with write access to the fields associated with the objects (in other words, Salesforce Accounts, Contacts, and Leads objects). This is necessary for us to be able to write scores to relevant records within your CRM/MAP.

Q: What information is shown when using the State/Region 6sense field?

A: The State/Region field will pull the state where the account’s headquarter is located in the country associated with the unique account.