Data.com Clean and Data.com Prospector to InsideView Technical Migration Guide

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InsideView offers Easy Switch solutions to replace Data.com Clean and Data.com Prospector. These solutions enable you to clean and enrich accounts, leads, and contacts with up to 40+ fields of information, and gain access to complete company and contact profiles, real-time news, social insights, and connections, all within Salesforce.  

Our Easy Switch solutions combine InsideView Refresh to automatically clean and enrich your Salesforce account records, InsideView Enrich to clean and complete dirty, incomplete leads as they enter Salesforce, and InsideView Sales, which embeds company and contact data, insights, and connections directly into Salesforce for pre-call research, prioritizing leads, and engaging prospects. InsideView Sales also enables individual users to push InsideView company and contact data into Salesforce accounts and contacts. These solutions are fuelled by the InsideView Targeting Intelligence platform of more than 13 million companies and 32 million contacts, aggregated and validated using artificial and human intelligence to deliver the industry’s most relevant, reliable B2B data and intelligence. 

Migrating Off Data.com

The B2B data you use to make critical sales and marketing decisions everyday decays at a rate of 70% per year, according to Biznology.  So with Data.com going away, you need to find a replacement to keep your data fresh and actionable, and InsideView makes it easy for you. As the #1-rated sales intelligence app on G2Crowd with 95% customer satisfaction scores, you can have confidence that you’re making a switch for the better. And with our Easy Switch bundles and this simple migration path, we’ll make the change as smooth as we can.

A Smooth Migration Path

When you switch data providers, it’s a great opportunity to evaluate how your current data is serving your needs and to make sure you have the quality and all the right data you need.  We suggest you follow these steps as you make the transition:

  1. Assess your current data to make sure you’re happy with the quality and to make sure you have all the right accounts and contacts to meet your business goals.  InsideView data experts can help you with this assessment. Contact us for assistance.
  2. Clean your data, if your assessment shows your data is not up to the quality you need.  You don’t want to mix dirty data with fresh, clean data. InsideView’s Professional Services team can do a one-time clean and email validation service to make sure you start with a clean slate.
  3. Install InsideView’s Easy Switch Solutions to
    1. Keep your data clean (InsideView Refresh)
    2. Fill data gaps (InsideView Enrich)
    3. Boost your data (InsideView Sales)

The rest of this guide will provide step-by-step instructions to help you install and configure your new InsideView Easy Switch solutions.

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Prerequisites

  • You must have one of the following Salesforce license types to use InsideView Sales and InsideView Enrich: Enterprise, Unlimited, Developer and Performance editions.
  • InsideView Refresh integrates with Salesforce CRM Enterprise and Unlimited editions.
  • Add the InsideView IP range to your Network Access trusted list in Salesforce.com.
    • Go to Setup > Security Controls > Network Access.
    • Click New.
    • Enter IP Address range (52.4.63.192 to 52.4.63.223).
    • Click Save.To confirm that InsideView can communicate back to your Salesforce instance, click the Update CRM link on any InsideView company or executive page.  You will be asked whether you wish to create a new record or update an existing match found in your CRM.

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Disable Clean Jobs

  • In Salesforce Classic, go to Setup and select Clean > Preferences under Data.com Administration.

            data.com2.png

  • In Salesforce Lightning, go to Setup and select Feature Settings >Data.com > Prospector Preferences.

           data.com1.png                    

  • Deselect “Enable Clean jobs for Accounts.”
  • Click Save.

To prevent confusion for your users, remove Data.com Clean elements from your account page layout:

  • Find the page layout that you want to update.
  • Under Buttons, remove the “Clean” button from the layout.
  • Under Fields, remove the “Clean Status” field from the layout.
  • Repeat for all page layouts that use these elements.

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Supported Web Browsers

The Web browsers that support Transport Layer Security (TLS) 1.1 and 1.2 protocols to install InsideView are:

Web Browsers Versions
Internet Explorer (IE) IE: 11 
Microsoft Edge Edge: 15 and 14
Google Chrome Chrome 59, 58, and 57
Mozilla Firefox Firefox 54, 53 and 52
Apple Safari Safari 10.1, 10.0.3, and 10.0.2

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Step 1: Clean Your Data with InsideView Refresh

InsideView Refresh identifies and corrects bad data in your CRM, supplies missing information, and maintains the accuracy of data through regular updates. InsideView Refresh automatically cleans critical business-to-business (B2B) data to improve response and win rates.

refresh.png

How InsideView Refresh Works

  • InsideView Refresh integrates with Salesforce CRM directly and can be configured to schedule updates as often as every day.
  • InsideView Refresh offers the ability to define which records are to be managed using a rule-based system with overrides. These rules can be used to create “segments” that will allow you to create alternate field mappings. Field-level controls offer the flexibility to update up to 40 data fields.
  • InsideView Refresh triangulates real-time data from more than 40,000 data sources and updates inaccurate information as well as supplies any missing fields with the right data.

        Note: Currently, it sends updates only for an Account entity in Salesforce CRMs.

How to Migrate from Data.Com Clean to InsideView Refresh

Caution: The InsideView Refresh managed package will add an active workflow rule when installed.  By default, Salesforce has a limit of 50 active workflow rules in a production environment and 10 in a Sandbox instance, we recommend you check the number of active workflow rules in your Salesforce instance. If that number is already 50 in Production or 10 in Sandbox, one of the rules must be set to ‘inactive’ (or deleted), or the following error message is displayed:

Exceeded maximum number (50)/(10) of active workflow rules or approval processes for Account records.

However, you can increase the number of active workflow rules in your Salesforce CRM. For more information, refer to this Salesforce documentation.

You can complete your account setup after your InsideView Refresh account is authorized by an InsideView Customer Success Manager (CSM).

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Roles Required to Authenticate Access

To install InsideView Refresh, you must have the Salesforce administrator role with CRUD permissions on the Accounts object in the CRM.

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Create a Backup of Your Salesforce Account Data

Before installing InsideView Refresh, backup your Salesforce CRM account records.

  1. Log in to your Salesforce CRM.
  2. Go to Setup > Data Management > Data Export and click Export Now.
  3. In the Exported Data section, select the Account check box and then click Start Export.
  4. Salesforce creates a .zip archive of .csv files and then emails you when the files are ready. If you export a large account file it is split into multiples files.
  5. Click the link in the email notification or click Data Export to download the .zip file(s).

Note: The steps to create a backup of account records might be different for the Salesforce Enterprise and Unlimited Editions. InsideView recommends you to refer to the Salesforce documentation for more recent instructions on their website.

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Enable Field History Tracking for Accounts in Salesforce CRM

Before installing InsideView Refresh, you must enable field history tracking for users in the Salesforce CRM accounts to restore previous information when the automated cleaning process is used to update Salesforce records. Field tracking is optional for some fields.

  1. Log in to your Salesforce account.
  2. Go to Your Name > Setup > Customize > Object and select Fields.
  3. Click Set History Tracking and enable history tracking for Accounts object.
  4. select Enable Account History.
  5. Set history tracking for these Account fields, as a minimum. You can also track custom fields that you have mapped:
    • Account Name
    • Account Owner
    • Annual Revenue
    • Billing Address
    • Employees
    • Graveyard (optional)
    • Industry
    • Last Checked Backend (optional)
    • Ownership
    • Phone
    • Ticker Symbol
    • Website
  6. Click Save.

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Install the InsideView Refresh package in your Salesforce CRM

You can install InsideView Refresh in your Salesforce CRM either in the sandbox or production instance. It is a best practice to install InsideView Refresh in your Salesforce CRM in the Sandbox first and then move to a production environment.

  1. Sign up for the Salesforce Sandbox instance from here: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t560000000WW9 Or, sign up for the Salesforce Production instance from here: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t28000000E0Aq
  1. Click here to go to the InsideView Refresh home page and select the login option.
  2. Log in to Salesforce CRM with user credentials that have edit privileges.
  3. Choose either Production or Sandbox and enter your Salesforce login credentials then click Login to Salesforce.
  4. To grant OAuth access to Salesforce CRM, click Allow as shown below:allow_refresh_access.png

The OAuth authentication will grant access to the following modules:

  • Basic details
  • Manage data
  • View data via the Web
  • Manage your Chatter data
  • Custom applications
  • Unique identifier
  • Custom permission
  • Manage your Wave data
  • Perform requests on your behalf anytime

InsideView Refresh will add and populate the following custom fields and workflow rule in your Salesforce CRM:

Important Note: You must not delete these custom fields and workflow rules under any circumstances. These custom fields and workflow rule components are required to push the matches and updates from InsideView Refresh into your CRM.

Custom Fields:

  • MatchedStatus
  • LastUpdatedDateByIV

Workflow components:

  • Account Outbound Rule
  • Account Outbound Message
  • Account Outbound Rule (for new accounts only)

 

To learn how to build and run rules in Insideview Refresh, read the article Building Rules in InsideView Refresh in our Knowledge Base. You can also read the following helpful articles to use InsideView Refresh more efficiently:

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Step 2: Fill Your Data Gaps with InsideView Enrich

InsideView Enrich integrates directly into Salesforce CRM to automatically enrich new leads, from any source, with up to 40+ fields of current information, in real-time.

Prerequisites

  • Disable Data.com clean jobs running in the background.
  • Define the Lead Source.

    Before you install InsideView, you need to define the Lead Source field for Leads and Contacts. To define the Lead Source field for Leads, follow these instructions:

    • Under Build, click Customize.
    • Click Leads.
    • Click Fields and then click Lead Source.
    • In the Lead Source Picklist Values dialog, click New to create a new lead source.
    • On the Lead Source page, type in InsideView in the text box (case–sensitive) and click Save. The Lead Source is added to the list.

Now that you have a solution for keeping your account records clean, you’ll want to make sure you don’t introduce dirty data through your inbound leads, which are a notorious source of data contamination. InsideView Enrich ensures all incoming leads are complete and correct by enriching them as they enter Salesforce CRM.  With more complete, accurate lead data, you’ll have all the information you need for proper lead scoring and routing. Now, you can convert incomplete leads into marketing qualified leads (MQL) to execute highly targeted sales campaigns.

How InsideView Enrich Works

InsideView Enrich receives information from inbound leads and returns additional information from the InsideView database using our proprietary algorithm that matches the leads based on the information received.enrich_overview.png

It includes the following features:

Overwrite Existing

The Overwrite Existing feature gives you the option to either retain existing data or overwrite it with InsideView data when mapping to your CRM. You can set this option for each data field by selecting or deselecting the Overwrite Existing checkbox for each field in the default field mapping.

Example: You have 20 fields in your CRM and you have selected the Overwrite Existing checkbox for 15 of them. Those 15 fields will always be overwritten with data from InsideView and the remaining 5 fields will retain the existing information unless they are empty, in which case they will also be overwritten with InsideView's data.

Export File

The Export file contains Input and Output information. The Input column contains the data that was in the field originally and the Output column contains the value in the field after it was overwritten with InsideView data. The Export option is not impacted by the Overwrite Existing setting.

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How to Setup and Configure InsideView Enrich

Sign Up for InsideView Enrich

  1. Go to the InsideView Enrich Sign In page: https://marketing.insideview.com/marketing/admin/signin 

    Note: If you first want to install the InsideView Enrich package into a Sandbox Edition, select the Sandbox option below the Salesforce button.

  2. To sign in, enter your Salesforce username and password.
  3. The InsideView Enrich application requests your permission to allow access to your basic Salesforce information. To grant access, click Allow.enrich_access.png

    You will soon receive an email notification that your InsideView Enrich account is under review for authorization.

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Install InsideView Enrich

Once your InsideView customer success manager(CSM) authorizes your account, you will receive another email with your InsideView Enrich account status and installation information.

  1. Go to https://marketing.insideview.com/marketing/admin/signin and click Salesforce to sign in to your Salesforce account.
  2. On your account details page, click InsideView for Marketing - Salesforce Package. install_enrich.png
  3. If you are installing the package in your Production organization, on the web page that opens, click the Click Here button. If you are installing the package in your Sandbox organization, click the URL displayed below the button.install_enrich1.png
  4. In the Salesforce login page that opens, enter your username and password.
    1. Review the installation package components. InsideView Enrich adds the following installation components in your Salesforce CRM:
  5. Workflow components:

    • Lead Outbound Rule
    • Lead Outbound Message
    • Lead Outbound Rule (for new leads only)

    Custom Fields:

    • MatchedStatus
    • LastUpdatedDateByIV
  6. To add InsideView custom fields in the Salesforce CRM Lead layout:
    • Log in to your Salesforce CRM with administrative user credentials.
    • Go to Setup > Build > Customize > Leads > Page Layouts.
    • Click the Edit link beside the Lead layout.
    • To search the custom fields, enter their names in the Quick Find field.
    • Drag and drop the MatchedStatus and LastUpdatedByIV custom fields in the Lead Detail layout.
    • Click Save.
  7. Click Continue to approve API access from InsideView Enrich.
  8. To approve the API access, click Next.
  9. Then, choose a security option, and click Next.

    Grant access to admins only: Specifies the following settings on the installing administrator’s profile and any profile with the Customize Application permission:

    • Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” are all enabled
    • Field-level security—Set to visible and editable for all fields
    • Apex classes—Enabled
    • Visualforce pages—Enabled
    • App settings—Enabled
    • Tab settings—Enabled
    • Page layout settings—Enabled
    • Record type settings—Enabled

    Grant access to all users: Specifies the following settings on all internal custom profiles:

    • Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” are all enabled
    • Field-level security—Set to visible and editable for all fields
    • Apex classes—Enabled
    • Visualforce pages—Enabled
    • App settings—Enabled
    • Tab settings— Enabled
    • Page layout settings— Enabled
    • Record type settings— Enabled

      Note: Select security settings allows you to choose the usage access for all existing custom profiles in your organization. You can set each profile to have full access or no access for the InsideView Enrich package and all its components.

  10. Click install to complete the installation process.

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Configure Field Mapping between InsideView Enrich and Salesforce CRM

After you install the InsideView Enrich solution package, the standard fields in InsideView Enrich are automatically mapped to the relevant fields in your Salesforce CRM. However, you can customize the auto mapping to your requirements. You can also overwrite the data on some of the fields in your CRM records with the data in InsideView Enrich.

Follow these steps to configure the field mapping:

  1. Open the InsideView Enrich Sign-In webpage: http://marketing.insideview.com/marketing, and then click Salesforce.
  2. Sign in with your Salesforce CRM credentials.
  3. On the InsideView Enrich dashboard, click the Custom Field Mapping tab. enrich_lead.png
  4. To modify the CRM field mapped to an InsideView Enrich (IV) field, click the search icon next to the CRM field.enrich_lead1.png
  5. In the CRM Fields dialog box, search for the relevant CRM fields and click the one you want to map to a selected IV field.enrich_lead2.png
  6. If you want InsideView Enrich to overwrite the existing data in your CRM records for a particular field, click the Overwrite Existing checkbox next to the field.

    Note: The Overwrite Existing check box will work only with the default mappings.

  7. Scroll down the page and click Save.

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Tune  InsideView Enrich

To derive the maximum benefit from InsideView Enrich, it’s important to fine-tune settings to your business needs.

You can tune InsideView Enrich based on these factors:

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Step 3: Boost Your Data with InsideView Sales

InsideView Sales infuses your CRM system with essential Data, Insights, and Connections.  The information in InsideView is constantly updated from more than 40,000 financial, media, and social sources and 50 million company and contact profiles.

InsideView enables you to perform your sales tasks more quickly and effectively:

  • Find and prioritize leads that match your ideal customer profile
  • Use up-to-the-minute news and social media to find conversation starters, tailor your pitch, and establish credibility with your prospects.
  • Monitor news about people and companies over time, with watchlists and daily or weekly email alerts
  • Update information in your CRM with a few mouse clicks.
  • Leverage your and your colleagues' professional connections to get an introduction into an account.

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How InsideView Sales Works

To learn more about what you can do with InsideView Sales, read the following articles in our Knowledge Base:

  • Find and screen leads for “fit”.
  • Prioritize leads based on potential and how quickly they are likely to close.
  • Prepare a tailored pitch based on what’s happening right now in your buyer's world.
  • Connect using a warm introduction or a conversation starter.
  • Retain and grow an account by monitoring for changes and expanding points of contact.

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How to Install, Authorize, and Configure InsideView Sales

The installation process involves the following steps:

  • Install the InsideView package
  • Add the InsideView app in Account, Lead, Contact, and Opportunity objects.
  • Install InsideView Dashboard

Important: Users with a Group edition of Salesforce.com click here to view the InsideView for ‘Salesforce Group Edition' package installation instructions. Click here for steps to configure the Page Layout in 'Salesforce Lightning UI’.

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Install InsideView Sales in Salesforce

Follow these instructions below to install the InsideView Sales package:

  1. Log in to Salesforce.com as an administrator.
  2. Click here to find the InsideView Sales package for Salesforce CRM and click Get It Now.
  3. If you are redirected to the Login page, log in to Salesforce CRM with admin user credentials and click Get It Now again. Select the Install in Production option.
  4. Select the I Agree to terms and conditions checkbox and click Confirm and Install.
  5. On the Installation page, select the Install for All Users option. When you click Install, the installation process begins.
  6. Once the installation is complete, click Done.
  7. InsideView Sales will now be displayed under the Installed Packages section.
  8. Once the installation is completed, you can grant access to the InsideView Sales application.

To learn how to Install InsideView Dashboards in Salesforce, refer to the article Installing InsideView Dashboards in Salesforce in our Knowledge Base.

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Authorize Access to InsideView Sales

Only account administrators can set access permissions for admin approved user or individual users to let them view InsideView within Salesforce. Follow the instructions below to define pre-authorize or self-authorize settings:

  • Administrator approved users are pre-authorized. (Recommended)
  • All users may self-authorize.

Preauthorize Users (Recommended)

In order to provide seamless access to InsideView Sales to all admin-approved users in your Salesforce organization, follow these steps:

  1. In the Salesforce Classic edition, go to Setup > Manage Apps >Connected Apps.

    In Salesforce Lightning Experience, go to Setup> Apps> Connected Apps > Manage Connected Apps.

  2. Edit the InsideView Sales App.
  3. On the InsideView Sales App page, under the oAuth Policies section, click Permitted Users and select the Admin approved users are pre-authorized option.
  4. Click Save.
  5. Once your changes are saved, the Manage Profiles section is added. Click Manage Profiles.
  6. In the Application Profile Assignment page, select the desired profiles for which you want to grant access to InsideView Sales. For example, select the Custom Sales Profile and System Administrator check boxes and click Save.
  7. Once the profile is added, you will see the selected option.

Self-Authorization

On the InsideView Sales App page, under the oAuth Policies section, if Permitted Users is set to All users may self-authorize option, then the following screen will be shown to each user when they try to access InsideView until they grant access.

authorize_ivs.png

Users will have to click Allow Access and grant permission for the following items:

  • Access your basic information
  • Access and manage your data
  • Provide access to your data via the Web
  • Access and manage your Chatter data
  • Provide access to custom applications
  • Allow access to your unique identifier
  • Access custom permissions
  • Access and manage your Wave data
  • Access and manage your Eclair data

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Configure InsideView Sales in Salesforce

Now, you can add the InsideView app in Accounts, Leads, Contacts, and Opportunities objects. To do this, read the article Configuring InsideView to Page Layout in SFDC on our Knowledge Base. Click here for steps to configure the Page Layout in Salesforce Lightning UI.

To learn how to Configure the InsideView to Page Layout in Salesforce, refer to the article Configuring InsideView to Page Layout in SFDC on our Knowledge Base.

To access all administrative features, open an account, opportunity, lead or contact page first, then click Set Password and follow the steps requested.assign_password.png

For information, read the article How to Reset Password in InsideView Products in our Knowledge Base.

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