Salesforce CRM allows customers to create account hierarchies (i.e. family tree relationships of a company) to give customers a more complete picture of their customers and prospects. InsideView Data Integrity provides comprehensive company data including a unique identifier that enables automatic account linking in Salesforce by populating InsideView IDs into the Parent ID field on each account in CRM.
By automatically creating and updating Salesforce account hierarchies to mirror InsideView’s family tree data, you can ensure that you always have the most up-to-date and complete company data in your CRM, enabling your revenue teams to better understand customers and prospects and grow relationships.
Account Hierarchies Setup Pre-requisites
Before enabling the Account Hierarchy workflows, complete the following prerequisites:
- Complete an Integration setup in InsideView Unified Portal to establish a communication channel between InsideView Data Integrity and Salesforce CRM. For more information, read article Setting Up an Integration for Salesforce CRM in Data Integrity in our Knowledge Base.
- Install the latest InsideView package in Salesforce CRM instance. For more information, read the article Installing InsideView in Salesforce CRM in our Knowledge Base. This package installation will create the following fields in Salesforce CRM:
Account and Lead Entity
- Insideview Company ID
- Insideview Parent ID
- Insideview Ultimate Parent ID
Note: These fields will NOT be available in the Field Mapping screen but can be synced to CRM.
To enable the Account Hierarchies feature, follow these instructions:
|1||Go to the Unified Portal||In the Data Integrity Dashboard, click the Profile Dropdown at the top and select Admin item to open Admin Portal as illustrated:
In the Account Settings page, click the Integrations tab.
Then hover over the integration for which you want to enable the Account Hierarchies feature and click the Edit icon.
|2||Go to the Account Hierarchy setup||In the Integration Setup page, review the Integration details and click Next.
In the Integration Setup workflow pages, make sure that Data Integrity is enabled as illustrated:
Review your integration user and field mappings for Accounts, Contacts and Leads then click Next to open the Automate account and lead linkages setup page.
|3||Enable the Account Hierarchies feature||In the Automate account and lead linkages page, you can do the following:
|4||View family tree in Salesforce CRM||Once Account Hierarchies is enabled, log in to your Salesforce CRM and go to any Account Details page and select the Account Hierarchy tab as illustrated:
Note: If InsideView Data Integrity processes more than 200,000 records as part of a query, the Account Hierarchy flow might not be able to execute successfully. This is due to a SOQL query limitation and the Salesforce CRM will likely return an error. There is a workaround: You can contact the Salesforce.com support team, and ask them to "index" two account fields. Some CRM Admins may be able to add the indexing themselves. InsideView Company ID and InsideView Parent Company ID on the account record are the fields that should be indexed.
Now, Salesforce account hierarchies will be mirrored InsideView’s family tree data in your CRM without any manual effort by your end users or operations team, making it easier to find related companies and grow relationships