InsideView Refresh identifies and corrects bad data in your Salesforce and Microsoft Dynamics CRMs, supplies missing information, and maintains the accuracy of data via regular updates. Given as little as a company name or email domain, InsideView Refresh will update those accounts with company data, and then push the updates and matches for that company record with all relevant fields available in the InsideView database—allowing your organization to properly route and score the company.
The Company Name field is mandatory to refresh a company account.
This table shows InsideView Refresh custom fields for both account and contact objects that are included in your Salesforce CRM.
| InsideView Field | Description | Datatype Mapping |
|---|---|---|
|
LastUpdatedDateByIV__c |
The last updated date of the company account by InsideView Refresh. |
Date/Time in Salesforce and Microsoft Dynamics CRM. |
|
MatchedStatus__c |
The company account matched status from InsideView Refresh. Possible values are ENRICHED, NOT ENRICHED, and NOT PROCESSED. |
Picklist in Salesforce and Option Set in Microsoft Dynamics CRM. |
Note: The LastUpdatedDateByIV and MatchedStatus_c custom fields are added ONLY for account entity in the Microsoft Dynamics CRM.
The tables below summarize the InsideView fields with their descriptions and the datatype to which they are mapped in your Salesforce and Microsoft Dynamics CRM.
Each of these fields can be custom mapped to a corresponding field in your Salesforce and Microsoft Dynamics CRM. InsideView can overwrite existing any or all company account data fields, should your organization choose to use our updated data as your standard. Overwriting is an option, it is not mandatory.
For more information on InsideView accuracy benchmarks and data management methodologies, please visit http://www.insideview.com/reliability/.
Company Location Details
| InsideView Field | Description | Datatype Mapping |
|---|---|---|
|
City |
The name of the city. For example, New York or San Francisco. |
String, Picklist, and Multipicklist |
|
Street |
The street name. It might include abbreviations. For example, Margaret Dr means Margaret Drive or Lincoln St means Lincoln Street. |
Textarea |
|
State |
An abbreviation of the state name. For example, NY means New York, and CA means California. |
String, Picklist, and Multipicklist |
|
Country |
The full name of the Country. For example, United States or Australia. |
String, Picklist, and Multipicklist and String in Microsoft Dynamics CRM |
Company Firmographics Data
| InsideView Field | Description | Datatype Mapping |
|---|---|---|
|
Company Name |
The full name of a company that is refreshed. |
String, Picklist, and Multipicklist and String in Microsoft Dynamics CRM. |
|
Company Status |
The current status of a company that is refreshed.
Possible values are Acquired, Operating, Out of Business, and Subsidiary. |
String, Picklist, and Multipicklist and String in Microsoft Dynamics CRM |
|
Description |
The detailed description of the company. |
Text Area in Salesforce and Memo in Microsoft Dynamics CRM |
|
Match Score |
The match score value for a company account ranging from 1 to 100. Before refreshing an account, this value is calculated based on the user input.
For example, when a user enters the company as Google, Insideview’s database may find multiple matches since there are many accounts for Google company. Therefore, the match score will be low but InsideView will still match all company accounts. |
Integer |
|
Parent Company Revenue |
The annual revenue of a parent company in USD. |
Currency in Salesforce and Money/Currency in Microsoft Dynamics CRM |
|
Annual Revenue |
The annual revenue of a company in USD. |
Currency in Salesforce and Money in Microsoft Dynamics CRM |
|
Company Employee Count/ Number of Employees |
Number of employees in a company. This number changes as when employees join or leave a company. The accuracy of this number is validated by our content team periodically to keep it current. |
Integer or double |
|
Industry |
The type of industry the company belongs to. For example, Google’s industry type is computer software: software & services. |
Picklist in Salesforce and Option Set in Microsoft Dynamics CRM |
|
Primary Business |
The primary business of a company. For example, Oracle's primary business is database software. |
String |
|
Website |
The website URL of the company. |
URL in Salesforce and String in Microsoft Dynamics CRM |
|
Company Blog URL |
The company’s blog website URL. |
URL in Salesforce and String in Microsoft Dynamics CRM |
|
Company Facebook URL |
The company’s Facebook page URL. |
URL in Salesforce and String in Microsoft Dynamics CRM |
|
Company Twitter URL |
The company’s Twitter page URL. |
URL in Salesforce and String in Microsoft Dynamics CRM |
|
Company Type |
The operating type of the company. Possible values are Public, Private, School, or Government. |
String |
|
Equifax ID |
A unique Equifax identifier (EFX ID) for a company. For example, Google’s Equifax ID is 015875469. |
Picklist, and Multipicklist in Salesforce and Integer in Microsoft Dynamics CRM |
|
Fiscal Year-End (FYE) Date |
The fiscal year end month for a company | Picklist, and Multipicklist in Salesforce and String in Microsoft Dynamics CRM |
|
Fax |
The fax number of the company | String |
|
InsideView ID |
A unique identifier for the company in the InsideView database. For example, Google’s InsideView ID is 736233. |
String in Salesforce and Integer in Microsoft Dynamics CRM |
|
Phone |
The phone number of the company |
String |
|
Zip code |
The zip code of the company’s address. |
String |
|
Parent Company Name |
The name of the parent company. |
String |
|
Primary NAICS Code |
The six digit North American Industry Classification System (NAICS) code of the company. For example, Google’s NAICS code is 519130. |
String |
|
Primary NAICS Description |
The NAICS description of the company. For example, Google’s NAICS description is Internet Publishing and Broadcasting and Web Search Portals. |
String |
|
Primary SIC Code |
The four digit Standard Industrial Classification (SIC) code of the company. For example, Google’s primary SIC code is 7375. |
String |
|
Primary SIC Description |
The SIC description of the company. For example, Google’s SIC description is Information Retrieval Services. |
String |
|
Sub Industry |
The sub industry type of the company. For example, InsideView's top-level industry type is Computer Software and sub-industry type is CRM (formerly a Sales Intelligence Software). |
Picklist in Salesforce and Option Set in Microsoft Dynamics CRM |
|
Parent Company City |
The name of the parent company’s city. For example, New York or California. |
String |
|
Parent Company Country |
The full name of the parent company’s country. For example, United States or Australia |
String |
|
Parent Company ID |
A unique identifier for the parent company in the InsideView database. |
String |
|
Parent Company Number of Employees |
Number of employees in the parent company. |
Integer and Double in Salesforce and String in Microsoft Dynamics CRM |
|
Parent Company Street |
The street name of the parent company that might include abbreviations. For example, Margaret Dr means Margaret Drive or Lincoln St means Lincoln Street. |
TextArea in Salesforce and String in Microsoft Dynamics CRM |
|
Parent Company State |
An abbreviation of the state name for the parent company. For example, NY means New York, and CA means California. |
String |
|
Parent Company Zip |
The zip code of the parent company’s address. |
String |
|
Ticker |
The stock market ticker of the company. For example, Oracle’s stock market ticker is ORCL and Google’s ticker is GOOG. |
Picklist and Multipicklist in Salesforce and String in Microsoft Dynamics CRM |
|
Ultimate Parent Company Name |
The name of the ultimate parent company in a family tree. For example, ASDA Financial Services Limited's ultimate parent company is Wal-Mart Stores, Inc as illustrated in the screen below:
|
String |
| Ultimate Parent Company Revenue | The annual revenue of the ultimate parent company in USD. | Currency in Salesforce and String in Microsoft Dynamics CRM |
|
Ultimate Parent Company City |
The name of the ultimate parent company’s city. For example, New York or California. |
String |
|
Ultimate Parent Company Country |
The full name of the ultimate parent company’s country. For example, United States or Australia |
String |
|
Ultimate Parent Company ID |
A unique identifier for the ultimate parent company in the InsideView database. |
String in Salesforce and Integer in Microsoft Dynamics CRM |
|
Ultimate Parent Company Number of Employees |
Number of employees in the ultimate parent company. |
Integer in Salesforce and String in Microsoft Dynamics CRM. |
|
Ultimate Parent Company Street |
The street name of the ultimate parent company that might include abbreviations. For example, Margaret Dr means Margaret Drive or Lincoln St means Lincoln Street. |
TextArea in Salesforce and String in Microsoft Dynamics CRM |
|
Ultimate Parent Company State |
An abbreviation of the state name for the ultimate parent company. For example, NY means New York, and CA means California. |
String |
|
Ultimate Parent Company Zip |
The zip code of the ultimate parent company’s address. |
String |
Contact Details
This table shows InsideView Refresh contact fields that are included in your Salesforce CRM.
| InsideView Field | Description | Datatype Mapping |
|---|---|---|
|
|
The email address of the contact. |
|
|
Executive City |
The name of the contact's city. |
String |
|
Executive Country |
The name of the contact's country. |
String |
|
Executive State |
The name of the contact's state. |
String |
|
First Name |
The first name of the contact. |
String |
|
Last Name |
The last name of the contact. |
String |
|
Mobile Phone |
The publicly available mobile phone number of the contact. |
Phone |
|
Title |
The designation or job title of the contact. |
String |
|
Email Validation Status |
The result of executive's email validation. Possible values are valid email, invalid email, valid domain and failed validation. |
String |
|
Employment ID |
The unique identifier for an executive's employment in a company in InsideView's database. An executive can have multiple Employment IDs depending on jobs at various companies. |
Integer |
|
Employment Status |
The status of the executive's current employment. Possible values are current and past. |
String |
|
Executive Facebook Profile |
The executive’s Facebook profile URL. |
String |
|
Executive ID |
The unique identifier of a person in InsideView's database. The Executive ID is different from Employment ID because Employment ID is tagged to the Job of an executive (identified by an Executive ID) at a company (identified by InsideView ID). |
Integer |
|
Executive LinkedIn Profile |
The executive’s LinkedIn profile URL. |
String |
|
Executive Twitter Profile |
The executive’s Twitter profile URL. |
String |
|
Job Function |
The executive's job function. |
String |
|
Job Level |
The executive's job level. |
String |
|
Last Email Validated Date |
The date when the executive's email was last validated. |
Date/Time |