Available only for: Enterprise, Unlimited, and Developer Salesforce CRM editions.
For more information on Salesforce CRM editions, refer to their help documentation.
Currently, InsideView Enrich does not support Salesforce CRM's Group and Professional editions.
The Group edition does not support Workflow Rules and Outbound Messaging features, which is required to install InsideView Enrich. For this reason, InsideView Enrich is NOT available for the Group edition.
Installing Insideview Enrich in your Salesforce CRM is an easy process. This article outlines the procedure to complete your installation.
Note: If your organization restricts network access to third party applications, please ask your IT administrator to add the following IP address ranges to allow updates from InsideView:
126.96.36.199 to 188.8.131.52
184.108.40.206 to 220.127.116.11
Follow the steps below to install InsideView Enrich package in Salesforce CRM:
Sign up for InsideView Enrich
|1||Go to the Signup page||Go to the InsideView Enrich sign-up page: https://marketing.insideview.com/marketing/admin/signin.|
Click Salesforce to open the Salesforce login page.
Note: If you first want to install the InsideView Enrich package into a Sandbox Edition, select the Sandbox option below the Salesforce button.
|3||Log in to Salesforce account||Enter your Salesforce username and password.|
InsideView Enrich application requests your permission to access to your Salesforce data. To grant access, click Allow.
You will soon receive an email notification that your InsideView Enrich account is under review for authorization.
Install the InsideView Enrich Solution Package
Once the InsideView's Customer Success Manager authorizes your account, you will receive another email with your InsideView Enrich account status and installation information.
To install InsideView Enrich package in your Salesforce account:
|1||Go to the Signup page||Go to https://marketing.insideview.com/marketing/admin/signin and click Salesforce to sign in to your Salesforce account.|
|2||Choose an installation option||You can install InsideView Enrich in your Salesforce CRM either in the sandbox or production instance.
It is a best practice to install InsideView Enrich in your Salesforce CRM in the Sandbox first and then move to a production environment.
To install InsideView's package, follow the instructions in the Installing InsideView in Salesforce CRM in our Knowledge Base.
|3||Enter your login credentials||On the Salesforce login page that opens, enter your username and password.|
|4||Review the installation package components||InsideView Enrich adds the following installation components in your Salesforce CRM:
|5||Add InsideView custom fields in Salesforce CRM Lead layout||
|6||Continue||Click Continue to approve API access from InsideView Enrich.|
|7||Approve API access||To approve the API access that package components have been granted, click Next.|
|8||Choose the security option||Then, choose a security option, and click Next:
Grant access to admins only: Specifies the following settings on the installing administrator’s profile and any profile with the Customize Application permission:
Grant access to all users: Specifies the following settings on all internal custom profiles:
Note: Select security settings allows you to choose the usage access for all existing custom profiles in your organization. You can set each profile to have full access or no access for the InsideView Enrich package and all its components.
A Salesforce administrator must ensure that all User Profiles that have permission to create Leads with the Send Outbound Messages permission enabled. This permission is required for a user to send outbound messages to an external Web service API.
To enable Administrative Permissions, follow these steps:
If you're unable to edit this permission in the User Profile, create a New Permission Set and enter a desired name:
|10||Install||Click install to complete the installation process.|
Configure Field Mapping between InsideView Enrich and Salesforce
After you install the InsideView Enrich solution package, the standard fields in InsideView Enrich are automatically mapped to the relevant fields in Salesforce CRM. However, you can customize the auto mapping as per your requirements. You can also overwrite the data on some of the fields in your CRM records with the data in InsideView Enrich.
Follow these steps to configure the field mapping:
|1||Go to the Signup page||Open the InsideView Enrich sign-up webpage: http://marketing.insideview.com/marketing, and then click Salesforce.|
|2||Sign in||Sign in with your Salesforce CRM credentials.|
|3||Go to the Custom Field Mapping tab||On the InsideView Enrich dashboard, click the Custom Field Mapping tab.|
|4||Modify custom fields||To modify the CRM field mapped to an IV for Marketing field, click the search icon next to the CRM field.|
|5||Search for CRM fields||
On the CRM Fields dialog, search for the relevant CRM fields and click the one you want to map the selected IV for Marketing field.
|6||Select the Overwrite Existing option||If you want IV for Marketing to overwrite the existing data in your CRM records for a particular field, click the Overwrite existing checkbox next to the field.
Note: The Overwrite Existing check box will work only with the default mappings.
|7||Save||Scroll down the page and click Save.|