The company network is built by analysing all the people interacted with via email and Salesforce.
Ebsta parses the email headers and email signatures of received emails to build a people graph of every person communicated with across your organisation. The company network is then compared to the records within Salesforce to create a super-set of people known both in and out of Salesforce. This is used to understand the strengths of relationships across the business and also to identify the missing and out of date records in Salesforce.
This article covers:
Accessing Company Network
1. Open up the Ebsta Console by clicking on the following link:
2. Click Connect with Salesforce and log into your Salesforce account.
3. Click the Network button in the top left-hand corner.
Overview of Company Network
By default, Company Network will open on the Missing Contacts view which identifies people that your organisation has engaged with via email that are related to Account records in Salesforce but that don't exist in Salesforce.
Missing Leads identifies people that your organisation has engaged with via email that aren't related to an Account record in Salesforce and that do not exist in Salesforce.
Data Changes identifies records in Salesforce that have missing or out of date fields, for example a new Job Title or contact details that have been found in an email signature.
The All tab, as the name suggests, enables you to view a list of all missing/out of date records.
In each view, Ebsta displays the total number of records that are missing and/or need updating. You can adjust the records displayed by time using the Last Updated dropdown which is the time the information was last ratified by a received email.
You can also filter the results displayed.
Block personal accounts: Removes records with public email domains such as hotmail.com or gmail.com.
Block bad names: Removes records where Ebsta hasn't been able to accurately parse a full name.
Block people with no emails: Removes records that are held in Salesforce but where there are no recorded email communications between the contact and any connected mailboxes.
In each tab, to view a record in more detail, click on the row to open up a side panel.
Profile displays a summary of personally identifiable information taken from both Salesforce and the email signature. You can click the icons in the top right corner to open up the Salesforce record (if one exists) and any social profiles in a new browser tab.
The email and Salesforce icons against each value show you the originating source.
Stats displays detail about the strength of the relationship between this contact and your organisation.
First Interaction: Date of first email received from/sent by this contact.
Last Interaction: Date of last email received from/sent by this contact.
Mailboxes: Number of connected mailboxes within your organisation that have had interactions with this contact.
In Emails: Total number of emails exchanged between this contact and your organisation.
Strongest Relationship: Person within your organisation that has had the most interaction with this contact.
Changes displays all updates that need to be made to Salesforce.
Exporting Data for Updating Salesforce
Records from the company network can be used to update records in Salesforce. Select the records you wish to update by selecting the checkboxes and click Export Selected.
This downloads a CSV file which can be imported to Salesforce.
Instructions for importing this data to Salesforce can be found in this article:
How to import/upload data to Salesforce using Data Import Wizard