InsideView Refresh allows you to receive updates for your Salesforce CRM account and contact data based on lists/rules that you define.
As soon as a list runs successfully, you will be able to review the total number of matches and updates processed by that list.
This article provides detailed instructions about how to build lists.
|1||Go to the Home page||To build a new list, click Start.
This screen appears when you are building a list for the first time in InsideView Refresh:
If you have already defined few lists, you need to choose any of the following option:
For example, select the New List from Criteria option to build a new list using search criteria filters.
|2||Define rule options||In the Define your rule for selecting records page, enter the following list details shown:
|3||Enter the field criteria||On the Add Rule region, enter the Field Name.
Once you enter the first letter of the name, a list of field names is populated. Select a field name.
If you are not sure why a field is not available, check the filterable fields from the Create View or Edit View section in Accounts object of your Salesforce CRM.
Note: You cannot create a list with any text area and descriptive fields. This is a Salesforce CRM limitation. For example, you cannot create a Refresh list with the Description field.
|4||Select the Operator||After entering the Field name, select the appropriate Operator.
You can choose the following values for the corresponding datatypes:
|5||Enter the field value||Once you have entered Field name and selected an Operator, enter the Value for the field criteria.
Here are some examples of filters, showing the field used in Salesforce, an operator and a sample value:
|6||Map fields for your list||On the Choose field mapping rules for Accounts tab, some InsideView Refresh fields will be mapped to fields in your Salesforce CRM by default, as illustrated below:
You can select the Field Mapping setting for all fields by clicking any of the option at the top or choose the desired options for individual fields.
For each field, you can choose one of the following option:
If you had selected manage Contacts associated to your accounts in Step 2, you will be taken to the Choose field mapping rules for Contacts screen.
|7||Set frequency||On the Set the Frequency tab, select the frequency at which you want to run the list to receive updates from InsideView Refresh.
Note: InsideView Refresh will send update notifications based on the frequency settings to receive them. In addition to this email, you will receive a notification with weekly digest of updates on every Monday for each filter that you create in InsideView Refresh.
If you want to run the list immediately, select the Run now and at the scheduled date and time check box and then click Next.
|8||Finish||Review the list details and click Run Now to begin processing updates immediately.
Click Cancel to run InsideView Refresh list at the scheduled date and time.
|9||Review Lists||You can also select any list and click the Play icon to execute it or click the edit icon to make necessary changes.