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Data Standardization - 6sense Support

support.6sense.com

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  1. To get the most out of our Data Standardization tool, be sure to: Verify that all necessary integrations are active before starting the standardization process. Confirm that all required objects are published and configured correctly.

    In CRM data standardization

  2. Sales Intelligence Timeline By configuring data standardisation during onboarding (or updating it when changes are made to your CRM/MAP), you ensure that your integrations run smoothly and your insights reflect your true business reality in the 6sense platform. Best Practices:

    In CRM data standardization

  3. Sales Intelligence Timeline Without proper standardization, downstream features may produce incomplete or inaccurate results due to data mismatches or inconsistencies. Best Practices:

    In CRM data standardization

  4. Confirm that all required objects are published and configured correctly. Thoroughly review and validate field mappings to maintain data integrity. Regularly check the audit trail to track changes and maintain compliance.

    In Cross-tool data model

  5. Collaborate with your team to ensure consistency in data standardization practices. Continuously monitor and update mappings as your data requirements evolve. Step 1: Verify Integration Activation

    In Cross-tool data model

  6. This mapping is crucial because all core 6sense capabilities are impacted by it, including Account-Based Marketing (ABM)

    In Enrichment APIs and integrations

  7. Step 1: Verify Integration Activation Before you begin, verify that all of your CRM and MAP integrations are active (look for the green “Active” label next to each integration). Then click on the respective CRM or MAP box to proceed with data standardization. Step 2: Confirm Object Publication Status

    In Enrichment APIs and integrations

  8. Step 3: Review Mapped Fields Review all mapped fields to ensure that they are correctly connected to Salesforce and 6sense. Check each mapping to verify that all fields are properly accounted for.

    In Enrichment APIs and integrations

  9. Step 4: Execute and Verify Data Mappings Apply the mappings and transfer data from CRM/MAP to 6sense. Scroll down and select Review Field Mapping.

    In Enrichment APIs and integrations

  10. Thoroughly review and validate field mappings to maintain data integrity. Regularly check the audit trail to track changes and maintain compliance. Collaborate with your team to ensure consistency in data standardization practices.

    In Retention documentation and audits