InsideView Refresh allows you to receive updates for your Salesforce CRM account data based on filters you define.
As soon as a filter runs successfully, you will be able to review the total number of matches and updates processed by that filter.
This article provides detailed instructions about how to create filters.
|1||Create a filter||To create a new filter, click Create Filter.
|2||Define filter||To define the parameters of your filter, enter the following filter details:
Note: You can add up to four “Include” filters and one "Exclude Only" filter. You may also upload a file containing the accounts you want to manage.
|3||Enter the field name||On the Field Criteria 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 and enter the operator.
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 filter with any text area and descriptive fields. This is a Salesforce CRM limitation. For example, you cannot create a filter 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 filter.||On the Map Fields tab, some InsideView Refresh fields will be mapped to fields in your Salesforce CRM by default, as illustrated below:
If you are mapping fields for the first time, enter the field names to select a field to which you want to map a field.
For each field, select one of the following options:
|7||Set frequency||On the Set Frequency tab, select the frequency at which you want to run the filter 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.
|8||Finish||Review the filter details and click Finish and Run to begin processing updates immediately.
Click Finish and Close to run InsideView Refresh filter at the scheduled date and time.
|9||Review Filters||You can also select any filter and click the run icon to execute it or click the edit icon to make necessary changes.