Reviewing Contact Updates in Salesforce CRM

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This article provides detailed instructions about how to review contact updates from InsideView Refresh based on field mapping settings that you define while creating a filter.

Note: When you accept an update from the InsideView Refresh dashboard, the data is synced into your Salesforce CRM and you will no longer see that update on the dashboard. If you reject a contact update, it will also be removed from the dashboard.

Step Description Details
1 Open Review Matches page Log in to InsideView Refresh instance and click on any field in the Contact Updates region to open the Review Contact Updates page.

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2 Search for an update In the Review Contact Updates page, use the Search field to find the updates.

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3 Accept updates To approve all contact updates to be pushed into your Salesforce CRM, click Accept All.

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To approve contact updates individually, select the check box on the left of the corresponding contact update(s) and click Accept.

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4 Push updates When you click Accept All or Accept, the Push Updates pop-up dialog appears.

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  • Click Push Updates Now to update contact records in your Salesforce CRM immediately.
  • Click Push Updates Later to run contact updates at the scheduled date and time that you had defined while creating the filter.

Note: You will receive an email when InsideView Refresh has some contact updates to review in your production instance only.

5 Reject updates To reject contact updates being pushed into your CRM, click the check box to the left of the corresponding update(s) and click Reject.

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When you click Reject, the contact update(s) are removed and you will no longer see that contact update(s) on the dashboard.

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