Setting Up InsideView Enrich for Salesforce

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Available only for: Enterprise, Unlimited, and Developer Salesforce CRM editions.

For more information on Salesforce CRM editions, refer to their help documentation.

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:

  • 52.4.63.192 to 52.4.63.223
  • 64.56.203.0 to 64.56.203.255

Follow the steps below to install InsideView Enrich package in Salesforce CRM:

Sign up for InsideView Enrich

StepDescriptionDetails
1 Go to the Signup page Go to the InsideView Enrich sign-up page: https://marketing.insideview.com/marketing/admin/signin.
2 Select Salesforce

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.
4 Allow access 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:

StepDescriptionDetails
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 Launch the Lead Enrichment page On your account details page, click InsideView for Marketing - Salesforce Package

Note: If you first want to install the InsideView Enrich package into a Sandbox Edition, select the Sandbox option below the Salesforce button.

3 Choose an installation option If you are installing the package in your Production organization, on the web page that opens, click the Click Here button. If you are installing the package in your Sandbox organization, click the URL displayed below the button.
4 Enter your login credentials On the Salesforce login page that opens, enter your username and password.
5 Review the installation package components InsideView Enrich adds the following installation components in your Salesforce CRM:

Workflow components:

  • Lead Outbound Rule 
  • Lead Outbound Message
  • Lead Outbound Rule (for new leads only)

Custom Fields:

  • MatchedStatus
  • LastedUpdatedDateByIV
6 Add InsideView custom fields in Salesforce CRM Lead layout
  • Log in to your Salesforce CRM with administrative user credentials.
  • Go to Setup > Build > Customize > Leads > Page Layouts.

  • Click the Edit link beside the Lead layout.
  • To search the custom fields, enter their names in the Quick Find field.
  • Drag and drop the MatchedStatus and LastupdatedbyIV custom fields in the Lead Detail layout.
  • Click Save.
7 Continue   Click Continue to approve API access from InsideView Enrich.
8 Approve API access To approve the API access that package components have been granted, click Next.
9 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:

  • Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” are all enabled
  • Field-level security—Set to visible and editable for all fields
  • Apex classes—Enabled
  • Visualforce pages—Enabled
  • App settings—Enabled
  • Tab settings—Enabled
  • Page layout settings—Enabled
  • Record Type settings—Enabled 

Grant access to all users: Specifies the following settings on all internal custom profiles:

  • Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” are all enabled
  • Field-level security—Set to visible and editable for all fields
  • Apex classes—Enabled
  • Visualforce pages—Enabled
  • App settings—Enabled
  • Tab settings— Enabled
  • Page layout settings— Enabled
  • Record Type settings— Enabled

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.

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:

StepDescriptionDetails
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.
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