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Overview The CamoAg platform relies on standard Salesforce APIs to import customer first party client data, which is used to match customer client data to other third party data sets stored in CamoAg.   Client Intelligence Solution The data required to enable client intelligence is considered to be non-sensitive or confidential information and low risk by most organizations and includes the following client/prospect information:
  • Salesforce Account/Contact name
    • Required
  • Address
    • Required
  • Phone Numbers
    • Optional
    • Supports mobile, home and business
  • Email
    • Optional
  • Marketing (Optional, custom objects or fields within Salesforce)
    • Email opt out
    • Direct mail opt out
    • Do not market
    • Deceased
    • Segmentation
      • e.g. Personas, Young/Beginning/Small Farmer, etc.
  • Custom salesforce domain
    • Allows links to Salesforce account page from within the CamoAg platform
  • Products & Services
    • Optional: Operating Loans, Real Estate Loans, Crop Insurance, etc.
    • Does not need to include specific details about any loans
    • Used in our Salesforce account pane and BI reports
  • Account type
    • Individual/Business client,prospect, or lead
    • Optional: Used in our Salesforce account pane, along with map iconography distinguishing between client vs. prospect
  • Relationship manager / Crop Insurance Officer
    • Optional, two distinct fields
    • Used in BI report and map filters, part of upcoming features to offer quick filters if the logged-in SSO user is the relationship manager or insurance officer
  • Business type
    • Optional, if account is a business
    • Used for display
  • EDA Buyer ID
    • Optional, if Salesforce instance already matches to the EDA data set
Last modified on May 22, 2026