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 39 custom 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 filters. 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 added a filter and/or uploaded a file, click the Account icon and select Map Fields.
|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:
|3||Edit the field mapping||Select the field and then click the Edit icon.
|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 Settings as shown below:
|2||Select the ISO picklist setting.||On the Accounts Settings page, select the Enabled check box 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.