Which Salesforce CRM editions does InsideView Data Integrity support?
InsideView Data Integrity integrates directly with Salesforce CRM to enable business decisions with accurate data for accounts, contacts, and leads in your CRM.
Note: InsideView Data Integrity is supported only on Enterprise and Unlimited Editions of Salesforce CRM.
Which Microsoft Dynamics CRM editions does InsideView Data Integrity support?
You can install InsideView Data Integrity in Microsoft Dynamics CRM 2019 version and above.
InsideView Data Integrity is supported only in the following editions of Microsoft Dynamics CRM 2019:
- Dynamics 365 Plan 1 and 2
- Dynamics 365 for Sales
- Dynamics 365 for Customer Service
- Dynamics 365 for Field Service
- Dynamics for Project Service Automation
Note: If you are using an older version of Microsoft Dynamics 365 (below 9.0 version), you should not upgrade or attempt to install InsideView Data Integrity 5.0 solution package
If I have multiple CRM instances with my InsideView account, which one is used by the 'Quick Setup" for creating Data Integrity processes?
InsideView Data Integrity Dashboard will use the Salesforce CRM integration that is marked as the default integration for your account in the Quick Setup to create processes. When you use the Quick Setup option, a new process for managing accounts, contacts, and leads are created. For more information, read articles Setting Up an Integration for Salesforce CRM in Data Integrity and Creating an Account Management Process in Salesforce CRM in our Knowledge Base.
What is the maximum number of processes I can create in InsideView Data Integrity?
You can create a total of ELEVEN processes - EIGHT processes for Account, Lead & Contact and an additional THREE processes for Email Validation.
What timezone does Insideview Data Integrity use?
In InsideView Data Integrity, all processes are created based on the users’ local timezone. However, the InsideView Data Integrity dashboard shows all data in Pacific Standard Time (PST).
What happens if an account has duplicate child companies in a family tree?
InsideView Data Integrity provides an InsideView ID and Parent ID in the Account Hierarchy workflow. If Data Integrity finds duplicate children accounts with the same InsideView ID, the system uses the first matched ID to decide which child account to use.
How can I avoid the Account Hierarchy linkages for certain accounts?
You can customize the Salesforce flow to select the first, last child, or filter out certain child records based on your business requirements. For example, if you have created deliberate duplicates in your CRM. You can filter out duplicates for which you don’t want to include in the Account Hierarchy linkage by customizing the Salesforce flow.
In the Account Hierarchy function, inactivate the flow and click Flow to customize the flow in Salesforce CRM.
For more information, Salesforce’s Online Help documentation.
Why is the InsideView Data Integrity Status of my record shown as “UnManaged”?
When the package is installed, the InsideView Data Integrity Status field is created with the default value as “UnManaged”. After an account, contact, or lead record is updated, the status will be updated to “Managed”.
Can I roll back a job or roll back changes to individual fields?
Although InsideView Data Integrity does not allow you to roll back changes to individual fields currently, Salesforce has field-level audits that can be used to roll back accidental changes. For more information, refer to Salesforce Online Help documentation. This can be cumbersome, and for this reason, it is best practice to periodically make a backup copy of your Salesforce data.
Do I have to add all InsideView industry values to the Industry field in Salesforce CRM?
No, you don't have to add all the InsideView industry values. Salesforce CRM allows you to push values outside the picklist to the Industry field. The exception to this is a restricted picklist, which only allows specific values.
Click here for a complete list of InsideView’s industries.
Why are my dashboard charts not updated even though my process is completed today?
InsideView Data Integrity updates the dashboard data at the end of each day.
Can I run InsideView Refresh and Data Integrity at the same time?
No, you cannot use InsideView Data Integrity and Refresh at the same time. Once you migrate from InsideView Refresh to Data Integrity, InsideView Refresh will be deactivated from your account. InsideView Data Integrity will be available once you install the latest package. For more information, read the article Installing InsideView in Salesforce CRM in our Knowledge Base.
What data points from InsideView Enrich and Refresh will be carried over to Data Integrity on migration?
Your existing account, contact, and lead object field mapping will be maintained when you migrate to Data Integrity. No additional configuration steps are required to map these object fields.
How does email validation work in Data Integrity?
- Creating an Email Validation Process for Contacts and Leads in Microsoft Dynamics CRM
- Creating an Email Validation Process for Contacts and Leads in Salesforce CRM
What does the Data Integrity Notification Plug-in do?
Is it mandatory to keep all of the notifications active?
If you do not have a process to manage a specific account, contact, and lead entity, then you can disable the plugin-specific to that entity.
How can we disable the Data Integrity Plug-in Notification Messages in Microsoft Dynamics CRM?
You can disable the Data Integrity Plug-in notification messages in Microsoft Dynamics CRM after the installation of the product.
To disable the notification messages, follow these steps:
- In Microsoft Dynamics CRM, navigate to Customizations.
- Click the customize the system link.
- On the Solutions window, click SDK message Processing Steps in the left pane.
- In the SDK message Processing Steps component, change the view type to All.
- Enable the filters for the table, and click the Custom Filter link for the Name column.
- In the Custom Filters dialog, select the Operator as contains and the Value to “DINotification“. and click Ok.
- You will now see the Data Integrity Notification plugin-related messages. Select the desired record that you want to disable for the CRM Records. You can select either Create or Update notification messages for Account, Contact, and Lead entity. In the Confirm Deactivation dialog, click Deactivate.
- Once the notification messages are deactivated, you will see the status as Disabled.
- To activate the notification message, select the desired message and click Activate.
- Once all changes are completed, click Publish All Customizations.