Managing Lead to Account Mapping Settings in Salesforce CRM

InsideView Data Integrity includes native Salesforce workflows that can be used to “activate” InsideView data throughout your lead-to-revenue cycle. You can automate lead-to-account mapping to allow you to better route leads by the account owner, track account-level engagement, and measure overall account Based Marketing (ABM) effectiveness.

The Lead to Account mapping feature helps marketers identify which leads belong to which accounts, fueling their ABM campaigns.

Configure Related Lists for Leads in the Salesforce Account Page Layouts

When you install the latest AppExchange package, it creates an iv__Account__c custom field on the Lead object that is used to search the Account object. InsideView Data Integrity automatically populates this custom field to let you view if the relationship exists from a Lead to a matching Account.

Note: You must add a Related Lists for Leads to your Account Page layout, so that CRM users are able to view all leads that are mapped to an account.

To configure the related lists for Leads in the Salesforce account page layouts, follow these steps:

Go to Setup and click on Object Manager.
Search and select the Account object.
Click Page Layouts.
Select the Account Layout that you wish to update.
Select the Related Lists item, search and add Leads to the page layout, then click Save.

Lead to Account Mapping Pre-requisites

Before enabling the Lead to Account Mapping workflows, complete the following prerequisites:

Complete an Integration setup in InsideView Admin Portal to establish a communication channel between InsideView 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:
Note: These fields will NOT be available in the Field Mapping screen but can be synced to CRM.

To enable the Lead to Account mapping, follow these instructions:

Step

Description

Details

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 Integration tab.

Then hover over the integration for which you want to enable the Account Hierarchies feature and click the Edit icon.

Go to the lead to account mapping 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.

Enable the Lead to the Account Mapping feature

In the Automate account and lead linkages page, you can do the following:

If your CSM has enabled the Lead to Account Mapping feature, select the Activate Default Settings option to create and activate Lead to Account mapping workflows in your Salesforce CRM.
Select the Customize Settings option to create the Lead to Account Mapping workflows in your CRM and activate them later.
Once the Lead to Account Mapping workflows is activated, click Save.
Click the edit the Lead to Account Mapping workflows based on your business process requirements in Salesforce CRM.
Click the to delete the Lead to Account Mapping settings if required.

Articles in this section

Comments