Installing InsideView Dashboards in Salesforce

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This set of instructions is for new users, and existing users who are upgrading their packages.

To check how InsideView is impacting your sales within Salesforce.com, you can install the ROI dashboard for InsideView. Installing this feature will enable you to see reports on how many Accounts, Contacts, Leads, and Opportunities were enriched and created using InsideView.

The following instructions describe how to install InsideView Dashboards in Salesforce.com. To learn how to install InsideView Sales, refer to the article Installing InsideView for Salesforce.com Step-by-Step on our Knowledge Base. 

  • On the Build panel, go to Customize > Accounts > Page Layout

          build_nav.png

  • The following screen appears where you can click the Edit link for an Account (Sales) Layout item: account_page_layout_small.png
  • Under Fields, select and drag the three InsideView fields into Account Detail section layout. Note: Please do not edit the field properties. 

        

  • Click Save to save the layout.

Repeat these instructions to add these fields under Leads and Contacts on the App Setup panel.

Note: If you are facing any issue relating to Visualforce access, click the below link to resolve it:

How Do I Resolve Insufficient Privileges to VisualForce Pages During IV Installation in Salesforce?

Yout may contact salesteam@insideview.com for license upgrades and support at https://my.insideview.com/iv/getSupport.do for technical/ regular questions.

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