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Installing InsideView Insights in Salesforce CRM

Harry Anthony
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This article helps you install InsideView Insights in Salesforce CRM.

The installation process involves the following steps:

  • Install the InsideView Insights package
  • Add the InsideView app in Account, Lead, Contact, and Opportunity objects.
  • Install InsideView Dashboard

If you are an existing user and want to upgrade your package to include ROI dashboards along with the Salesforce1 mobile app, you need to:

  • Install the InsideView Insights package (this will upgrade your old version automatically)

Important: Users with a Group edition of Salesforce.com click here to view the InsideView for 'Salesforce Group Edition' package installation instructions. Click here for steps to configure Page Layout in 'Salesforce Lightning UI’.

If your organization restricts network access by 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

For more information, go to the  Configure Network Access section.

Define the Lead Source Field

Before you install InsideView Insights, you need to define the Lead Source field for Leads and Contacts. To define the Lead Source field for Leads, follow these instructions:

  • Under Build, click Customize. 
  • Click Leads.
  • Click Fields and then click Lead Source.
  • In the Lead Source Picklist Values dialog, click New to create a new lead source.
  • On the Lead Source page, type in InsideView in the text box (case–sensitive) and click Save. The Lead Source is added to the list.

When you define the lead source field for Leads, the Account and Contact source fields also get updated automatically.

Note: To load InsideView CRM view after installation, The option “Lock sessions to the domain in which they were first used” must be unchecked in your Salesforce set up. To uncheck this option, read this section of the Troubleshooting Salesforce article on our Knowledge Base. 

To see detailed screenshots and instructions, read the article Defining Lead Source Field for Leads and Contacts on our Knowledge Base. 

Install InsideView Insights Package

Once you have defined the Lead Source field, follow these instructions below to install the InsideView Insights package: 

Step Description Details
 1 Log in  Log in to Salesforce.com as an administrator.
 2 Go to the Installation page Click here to find the InsideView Insights package in Salesforce CRM and click Get It Now.

sales_new_install_small.png

The Login page appears, select the Log in with Trailblazer.me option.

trailblazer_in.png

Select the Salesforce option and sign up for Trailblazer with your Salesforce login credentials.

trailblazer_in1.png

Now, log in again to Salesforce CRM with an admin user credentials and you will be redirected to the InsideView Insights app.

app_ex_login.png

Click Get It Now again. Select the Install in Production option on the following screen appears:

app_ex_install_prod.png

Select the I Agree to terms and conditions checkbox and click Confirm and Install.

2_-_Confirm_small.png
 3 Select the installation option On the Installation page, select the Install for All Users option and click Install. 

install_new3.png

When you click Install, the installation process begins.

install_new4.png
 4 Complete installation  Once the installation is complete, click Done.

app_ex_install_complete_small.png

The InsideView for AppExchange is now displayed under the Installed Packages section as illustrated below:

3_-_InstalledPkg_small.png
 5 Allow access to users Once the installation is completed, you can grant access to the InsideView Insights application.

Salesforce provides two options to set permission to app in oAuth policies:

  • Administrator approved users are pre-authorized.
  • All users may self-authorize.

Note: You will have to grant access for each individual user to let view InsideView CRM View within Salesforce.

In order to provide seamless access to InsideView Insights to all admin-approved users in your Salesforce organization, follow these steps:

  • Go to the InsideView Connected App.
  • In the Salesforce Classic edition, go to Setup > Manage Apps > Connected Apps.

    connected_apps.png

  • In Salesforce Lightning Experience, go to Setup > Apps > Connected Apps > Manage Connected Apps.

    manage_apps.png

  • Edit the InsideView App.

    4_-_App_small.png

  • In the InsideView App page, under the oAuth Policies section, click Permitted Users and select the Admin approved users are pre-authorized option.

  • Click Save.
  •  
  • Once your changes are saved, the Manage Profiles section is added. Click InsideView package link and then click Manage Profiles as illustrated below:

         

  • In the Application Profile Assignment page, select the desired profiles for which you want to grant access to InsideView Insights. For example, select the Custom Sales Profile and System Administrator checkboxes and click Save.

    manage_profile1.png

  • Once the profile is added, you will see the selected option as shown below:manage_profile2.png

Note: In the InsideView App page, under the oAuth Policies section, if Permitted Users is set to All users may self-authorize option, then the following screen will be shown to each user when they try to access InsideView until they grant access.allow_DI_access.png

Users will have to click Allow Access Now and grant permission for the following items:

  • Access your basic information
  • Access and manage your data

install_new6.png

Then, click Allow.
6 Disable workflow rules If you are not using the InsideView Enrich or InsideView Refresh product, follow these steps to disable the workflow rules:
  • In the Salesforce Classic edition, go to Setup > Workflow & Approvals > Workflow Rules.

  • In the Lightning edition, go to Setup > Process Automation > Workflow Rules.

  • Deactivate the following workflow rules:
    • InsideView Outbound Rule for Leads
    • InsideView Outbound Rule for New Leads
    • InsideView Outbound Rule for Accounts
    • InsideView Outbound Rule for New Accounts
    • InsideView Outbound Rule for Contacts
    • InsideView Outbound Rule for New Contacts
    • InsideView Outbound Rule for Opportunities
    • InsideView Outbound Rule for New Opportunities
7 Set your password Open an account, opportunity, lead or contact page first, then click Set Password and follow the steps requested. This will enable you to access Admin features.allow_access2.png

For information, read the article How to Reset Password in InsideView Products in our Knowledge Base.

Now, you can add the InsideView app in Accounts, Leads, Contacts, and Opportunities objects. To do this, read the article Configuring InsideView to Page Layout in SFDC on our Knowledge Base. Click here for steps to configure Page Layout in Salesforce Lightning UI.

Configure Network Access

In order to allow your users to export new Accounts, Leads, and Contacts from InsideView into Salesforce, you must add the InsideView IP range to your Network Access trusted list in Salesforce.com.

  • Go to Setup > SecurityControls > Network Access.
  • Click New.
  • Enter IP Address range (52.4.63.192 to 52.4.63.223).
  • Click Save.

To confirm that InsideView can communicate back to your Salesforce instance, click the Update CRM link on any InsideView company or executive page.  You will be asked whether you wish to create a new record or update an existing match found in your CRM. 

To learn how to Install InsideView Dashboards in Salesforce, refer to the article Installing InsideView Dashboards in Salesforce on our Knowledge Base. To learn how to Configure InsideView to Page Layout in SFDC, refer to the article Configuring InsideView to Page Layout in SFDC on our Knowledge Base.

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