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Dun & Bradstreet

Turn Corporate Relationships into Revenue Opportunities with LeanData and Dun & Bradstreet

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LeanData Integration

About Dun & Bradstreet

Dun & Bradstreet provides the verified commercial identity foundation for enterprises to deploy AI at scale. The company originated the D-U-N-S® Number in 1963, now the global standard for identifying commercial entities. The D&B Commercial Graph™ structures and connects business identity consistently across systems, enabling AI to operate on accurate, validated data. Since 1841, businesses of every size have relied on Dun & Bradstreet to navigate change and accelerate growth.

Dun & Bradstreet and LeanData

Dun & Bradstreet knows how the world's companies connect to each other. LeanData decides who acts on that information, when, and what happens next. Together they turn a corporate family tree from a research exercise into something your team can work in Salesforce.

LeanData Account Hierarchies, enriched with Dun & Bradstreet, give revenue teams one dynamic view of the corporate family inside Salesforce. Layering D&B linkage onto the hierarchy reveals a more complete tree, including entities that have no Salesforce record yet. Reps and admins can create those accounts in a click, pre-populated with the D-U-N-S Number, global-ultimate linkage, and firmographics. Sales can then work untapped subsidiaries and parents, and marketing can speak to each entity based on where it sits in the structure.

Inside LeanData FlowBuilder, the Account Hierarchy Match Node brings that same structure into your routing logic. It retrieves hierarchy members so flows can reference them, which means assignment, record updates, and notifications follow real corporate relationships instead of a single flat account record.

  • D&B linkage lands on the account: an account in Salesforce is matched to its D-U-N-S Number and its position in the corporate family
  • The hierarchy renders: LeanData visualizes the family tree with parents, subsidiaries, and sibling divisions, including the ones no one has created yet
  • Whitespace become accounts: one click creates a net new Salesforce Account carrying its D-U-N-S Number, global-ultimate linkage, and firmographics
  • FlowBuilder orchestrates actions across the account family: the Account Hierarchy Match Node retrieves hierarchy members so your routing logic can reference them
  • Records route by relationship: assignment follows how the accounts actually relate rather than treating each one as a standalone record
  • Updates and notifications follow the same logic: record changes and alerts reference the hierarchy, so account teams stay aligned on ownership and no opportunity gets lost
  • Everything stays in Salesforce: hierarchy views, new accounts, and every routing decision live natively in your CRM

Use cases

  • Comprehensive account hierarchy visibility

    A rep opens an account and sees the visual hierarchy powered by D&B linkage: the parent that controls the budget, the regional subsidiaries, the sibling divisions. Entities missing from Salesforce appear alongside the ones already there, and adding one takes a single click.

  • Strategic revenue expansion

    Your team closed one division of a global manufacturer. The hierarchy shows the rest of the family, which turns whitespace, upsell, and cross-sell into an account plan you can build deliberately, and the same corporate structure informs how territories get assigned and campaigns get segmented.

  • Orchestration with deeper context

    FlowBuilder’s Account Hierarchy Match Node retrieves the members of an account family and makes them referenceable in your routing logic. Assignment, record updates, and notifications follow how accounts relate, so ownership and engagement stay consistent across the structure.

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