Setting Up InsideView Target for Salesforce CRM

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This article outlines the process to complete your setup after your InsideView Target™  for Salesforce CRM account is authorized by an InsideView Customer Success Manager (CSM). 

Only Account Administrators can configure the InsideView Target for Salesforce CRM.

Note: If your organization restricts network access to third party applications, please ask your IT administrator to add the following IP address ranges to allow updates from InsideView:

  • 52.4.63.192 to 52.4.63.223
  • 64.56.203.0 to 64.56.203.255

Prerequisites 

Before setting up InsideView Target for Salesforce, complete the following prerequisites:

  • Check your Salesforce CRM version. InsideView Target is available only for Salesforce CRM Enterprise Edition and above. For more information on Salesforce CRM editions, refer to their help documentation.
  • Create the required matching and duplicate (lead De-Duplication) rule references in your Salesforce CRM. For more information, read the Creating a Matching Rule for Leads in Salesforce and Creating a Duplicate Rule to Manage Leads sections below.
  • Enable Bulk API settings in Salesforce CRM.

To view Bulk API settings in Salesforce CRM, go to Setup > Manage Users > Profiles and select the profile used to manage InsideView Target and verify if the API Enabled check box is selected. For example, select the System Administrator profile and view the settings as illustrated below:

       

       For more information on enabling Bulk API settings, read the Salesforce CRM Online Help. 

  • Make sure you have a default selection for the Lead Record Type field. For example, the default Record Type value can be any field that you have selected for a lead. 

Configuring InsideView Target for Salesforce consists of the following tasks:

Signing up for InsideView Target

Please reach out to your InsideView CSM to sign up for an InsideView Target account, or request more information

Creating an InsideviewId Custom Field

If you are setting up InsideView Target for Salesforce integration, it is mandatory for you to create an InsideviewId custom field in your CRM with string or TextArea datatype. You must map this field with any string/textarea datatype field in InsideView Target to sync leads into your Salesforce CRM. 

Creating a Matching Rule for Leads in Salesforce 

To leverage the data matching and de-duplication capabilities of Salesforce CRM, you must set up a matching and duplicate rule references in your CRM and map those rules in your InsideView Target for Salesforce account. For more information on how to create matching rules for lead records in Salesforce CRM, read their Online documentation. 

To create a matching rule, follow these steps:

StepDescriptionDetails
1 Log in Log in to Salesforce CRM.
2 Go to the Matching Rules page Go to the setup and enter Matching Rules in the quick search box and click the link in the results as illustrated below.

       

3 Create a matching rule In the Matching Rules page, click Create New View.

       

4 Create a lead matching view In the New Matching View page, do the following:
  • Enter the view name. 
  • Select the Object field, the Operator as equals and enter value as Lead
  • Click Save.

           

 

5 Go to the New Rule page Once Lead Matching View is saved,click New Rule.

       

6 Create a matching rule In the New Matching Rule page, enter the following:
  • Select the Object type as lead and click Next.
  • Enter the Rule and Unique Name field values.
  • Enter the Description field value.
  • Enter the Matching Criteria by selecting Email field and Operator as Exact.
  • Select the Match Blank Fields check box.
  • Click Save.

           

7 Activate the matching rule Once the Rule is saved, click Activate.

       

Creating a Duplicate Rule to Manage Leads in Salesforce 

Set up a duplicate rule to block the same lead records in Salesforce. You can customize the logic that’s used to identify duplicates; and generate reports on the duplicates that users save. For more information on how to manage duplicate records, read Salesforce Online documentation.

To create a rule to block duplicate records of a lead, follow these steps:

StepDescriptionDetails
1 Log in Log in to Salesforce CRM.
2 Go to the Matching Rules page

Go to the setup and enter Duplicate Rules in the quick search box and click the link in the results as illustrated below.

       

3 Create a duplicate rule

In the All Duplicate Rules page, click New Rule and select the Lead item. 

       

4 Create a lead duplicate rule In the New Duplicate Rule page, do the following:
  • Enter the Rule Name
  • Enter the Description field value.
  • Select the Record-Level Security option as Enforcing sharing rules.       
5 Add Actions In the Actions region, set the following items:
  • Select the Block item in the Action on Create field.
  • Select the Block item in the Action on Edit field. 

     

6 Add the matching rule In the Matching Rule region, enter the following:
  • Select the Leads item for the Compare Leads With field.
  • Select the rule that you created for the Matching Rule field. 
  • Click Save.
            
7 Activate the duplicate rule Once the Rule is saved, click Activate.

       

Configuring InsideView Target for Salesforce CRM

Follow these instructions to authenticate and configure InsideView Target for Salesforce:

StepDescriptionDetails
1 Go to InsideView Sales standalone Go to https://my.insideview.com/iv/welcome.do, or if you are on the InsideView homepage.
2 Enter login credentials Enter the Login Name (user ID) and Password for your InsideView user account and click Sign In..

       

Note: Only InsideView Account Administrators can set up the Salesforce CRM integration, so ensure you have logged in with the correct User ID. 

3 Go to Settings Once you log in to InsideView Sales, click Build a List in the top menu and click Settings icon to expose the Authentication tab.

       

Note:Only when you log in with an Account Administrator user credentials, then Settings icon is displayed.

4 Configure Salesforce CRM authentication On the Configurations window, click the Salesforce icon.

 

If you want to use Salesforce Sandbox version, ask your CSM to enable the Sandbox access. When your CSM enables sandbox version, you will an addition Salesforce Sandbox Not Configured icon. 

Note: You can configure both Salesforce Production and Sandbox environment following the same instructions in this article.
5 Sign in to your Salesforce On the Authentication tab, click Sign In.

       

6 Authenticate InsideView access
  • In the Salesforce login page, enter the user credentials and click Log In

         

      
  • Review the InsideView Target permissions and account details and click Accept.

     

7 Review field mappings Once configured, the Salesforce logo gets updated with a green Configured badge, and you can set up the Field Mapping.

       

8 Check and map custom fields

Custom Field Mapping is mostly automated. You can review the custom field mapping to see how InsideView Target matches InsideView fields to standard fields in Salesforce.

For example, Email automatically picks up the Salesforce email field. If you wish to edit the default mappings, select the pencil icon, which appears when you hover a field name.

Note:By default, InsideView Target maps the Company Name, Last Name, Email and Insideview Id custom fields after successful configuration. If any of these fields are not mapped, you must create these custom fields with the string datatype in your Salesforce CRM and map them in InsideView Target. Otherwise, you cannot perform a sync to Salesforce. The screen below illustrates how to map the InsideviewId custom field.

IMPORTANT NOTES:

  • Currently, InsideView Target for Salesforce CRM does not support mapping of any pick-list fields. For this reason, customers using the ISO Country and State option (picklist) cannot sync these fields as part of People list sync.
  • If you sync a People list and one or more fields are picklist / ISO, then your sync will fail. 
9 Refresh Salesforce CRM Refresh the InsideView Target instance in order to see this mapped fields in the drop-down list as illustrated below:

10 Save changes Click Save to make sure all changes are saved.

Verifying a Successful Set Up 

After your authentication credentials are configured and field mapping is complete, the last step is to verify that a list can be successfully exported. 

Because InsideView Target is a credit-based system, and you do not want junk data in the system, it is best to create a list size of 1 for testing purposes.

De-duplication depends on email in order to be effective, and since most marketers want leads with email address, add the Contact Info field from in + Add Search Criteria options and select email.

Build a sample list with Job Levels selected to further refine the People list as illustrated below:

 

   

Syncing a People List from InsideView Target to Salesforce

InsideView Target allows you to sync People lists directly into your Salesforce automation system.

StepDescriptionDetails
1 Log into InsideView Target

Log into the InsideView Target with your credentials.

2 Sync search results into Salesforce

Once the Salesforce account credential and field mapping is complete, click Sync to Salesforce from the drop-down menu.

3 Accept sync messages
  • When you click Sync to Salesforce, a series of messages will appear as illustrated below:

  • Click Sync
  • Click Close.

4 Receive an email notification

Once the People list is synced into Salesforce, you will receive an email notification confirmation with number of people that were moved to your Salesforce CRM as illustrated below:

   

Once People list is imported, you can be confident that the set-up is complete and successful!

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