Prior to setting up InsideView Refresh for your Salesforce CRM, switch to Insideview Refresh and configure the following:
- Map Fields: Set the field mappings between an InsideView Refresh and Salesforce CRM field.
- ISO Picklist: Enable the ISO settings for state and country for account objects.
Mapping InsideView Refresh and Salesforce CRM Fields
InsideView Refresh allows you to map 47 custom account fields and 18 custom contact fields. You can map these fields directly to your Salesforce CRM. Each InsideView Refresh field has a datatype, which can be mapped to same datatype field in your CRM.
Note: The field mapping settings are applied to InsideView Refresh lists. They are designed to show only the CRM fields of a particular datatype in a drop-down menu. If a field doesn't show up, please check the datatype in the drop-down list and in your CRM.
|1||Go to the Field Mapping page||Once you have created a list and/or uploaded a file, click the Account icon and select Field Mapping.
|2||Review the default field mapping||On the Field Mapping page, by default some InsideView Refresh fields are mapped to your Salesforce CRM fields as illustrated below:
Click the Accounts to view account field mappings
Click the Contacts link to view contacts field mapping.
|3||Edit the field mapping||Select an Account related field and then click the Edit icon.
Select a Contact field and click Edit.
|4||Save||Make necessary changes and click Save.|
Enabling ISO Picklist
State and country picklists in Salesforce are based on ISO-3166 standard values. For more information on configuring state and country picklists, read Salesforce Help Documentation.
|1||Go to the Settings page||On the InsideView Refresh page, click on the Account icon and select General Settings as shown below:
|2||Turn on the ISO picklist setting||On the Accounts Settings page, turn roller on or off to
Enable and Disable ISO setting as illustrated below:
Note: InsideView Refresh will update accounts irrespective of the setting that you have selected for the ISO Picklist. However, when State and Country Picklists are enabled in Salesforce, InsideView Refresh might delay the updates of the account because of multiple attempts to add a country and a state value.
|3||Save settings||Click Save.|