Salesforce and Dun & Bradstreet integration
Company details on every account, a credit check where the deal needs one, and the result reused instead of paid for twice.
Into SalesforceSalesforce and Dun & Bradstreet
What moves between them
- Into SalesforceFirmographics on the account, and credit results on the deal and account, with the date they were pulled.
- Out of SalesforceThe companies and deals that need a check, sent when the deal reaches the stage that requires one.
How we build it
- A credit gate at the right stageDeals above a set size need a recent credit result before the contract goes out.
- Results reused within a windowA check from the last few months is reused, so the same report is not bought twice.
- Fields with ownersEnrichment fills its own fields and never overwrites what a rep entered.
What goes wrong, and the fix
Problems we have found and fixed in production.
- Paying for the same report twiceNothing records when a check was last pulled. Store the date and reuse within the window.
- Credit checks skipped on large dealsThe check is a request, not a gate. Make it a requirement at the stage it matters.
- Enrichment overwrites rep-entered dataShared fields. Give enrichment its own fields and let people choose.
Questions
Do we need the AppExchange package?
Not always. It suits enrichment at scale; credit checks on deals can run through the API with the gate in Salesforce.
Other Salesforce integrations
- Salesforce and SnowflakeWarehouse metrics on every Salesforce account, Salesforce data in the warehouse for reporting, and one definition both sides agree on.
- Salesforce and DocuSignAgreements go out from the deal with the right template and signers, and signed terms, dates and signers come back onto it every time.
- Salesforce and Adobe Commerce (Magento)Customers, orders and catalogue kept in step between Salesforce and the storefront, with one ID both sides trust and a switch in front of every write.
- Salesforce and commercetoolsA move to commercetools without splitting customers in two: the same account IDs on the new platform, orders from both platforms counted once, and the old platform retired in planned steps.
- Salesforce and Microsoft Dynamics 365Closed deals become billing records in Dynamics 365 with the right product codes and dates, and billing status comes back to the account.
- Salesforce and Apollo.ioProspects and enrichment from Apollo.io without blanked fields, wrong owners or “new” leads that are already customers.
Talk to us about Salesforce and Dun & Bradstreet.
Tell us which systems are involved and what is going wrong. We reply within one business day, and new engagements begin in January 2027.