Which CRM integrations 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. For more information on supported Salesforce CRM editions, read article Supported CRM Version for InsideView Integration in Our Knowledge Base.
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 SIX processes in InsideView Data Integrity.
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).
Why is the InsideView Data Integrity Status of my record shown as “Not Managed”?
When the package is installed, the InsideView Data Integrity Status field is created with the default value as “Not Managed”. After any 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 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.
What features are currently unavailable in Data Integrity that were available in InsideView Enrich and Refresh?
Most of the functionality is available in Data Integrity that were in InsideView Enrich and Refresh. However, some functionalities will be available in future releases, such as:
- Email Validation
- Error Dashboard
- Review Matches
- Review Updates