Search Tips

Follow

This article explains the various ways in which you can use InsideView search

How to Use InsideView's Global Search

Since the InsideView "mashup" frame appears inline in the CRM record when you're looking at an Account, Opportunity, Contact or Lead, you can use the search function in your CRM to see rich, up-to-the-minute information on companies and people already in your CRM. 

To search for companies and people who are not yet in your CRM, go to the InsideView Web View interface. You can get to this interface by launching https://my.insideview.com in your browser or by clicking on any company or person link in the InsideView's CRM View. 

When you begin typing in the  Search box, type ahead suggestions for InsideView presents a list of matching companies and people. As soon as you see what you're looking for, you can select it from the drop down list.

recently_viewed_standalone.png

InsideView searches the following fields:

Company Company Name, DBA name, Aliases, City, State, Country, Region, Ticker, Company Description
People First Name, Last Name, Employers
News Title, Body

Additional Tips:

  • If there are multiple keywords in the search string, all the words in the string need to be present in the news article for it to be qualified as a search result.
  • Only news items from the last 30 days are displayed in the search results.
  • InsideView Search does not use wildcards. Instead, it uses a "fuzzy search" algorithm that automatically finds items similar to your search term.

How to Use Salesforce's Federated Search for InsideView Results

Once InsideView is set up as an external data source in Salesforce, you can search for contacts and companies from InsideView directly within Salesforce. To learn about setting up InsideView as a data source for Salesforce's Federated Search, read the Setting Up and Managing Federated Search article in our Knowledge Base.

To use Federated Search, enter insideview on the Salesforce search bar and click Enter.

 14_search.jpg

In the Search Results left pane, click the InsideView Accounts or InsideView Contacts links under External Results.

release_notes_small.jpg

Click the View link under Display URL to view an account or contact in the InsideView custom tab.

16_view.jpg

The InsideView Company Info page opens in the InsideView custom tab as shown below:

17_custom_tab_small.jpg

Click the Title of an account or contact in the search results to view the Company or Contact in the Salesforce Details sub tab.

18_view_name_small.jpg

When you click the company or contact Title link, the Salesforce Details sub tab opens.

20_custom_link_small.jpg

Click the View Details in InsideView link to open the company or contact in the InsideView custom tab.

The InsideView Company Info page opens in the InsideView custom tab as illustrated:

last_screen_small.jpg

The InsideView Contact Info page opens in the InsideView custom tab as illustrated:

last_small.jpg

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk