An integration is required by any organization to create a communication channel between InsideView Data Integrity and Salesforce CRM.
- You must first install the InsideView Unified Package in Salesforce then set up an Integration for Salesforce CRM in Data Integrity. To learn more about how to install InsideView Data Integrity, please visit Installing InsideView in Salesforce CRM.
- InsideView Data Integrity supports only the latest version of Salesforce CRM. An integration setup can be created and configured by a Salesforce System Administrator.
You can create an integration user using these options:
- Create a New Integration for Data Integrity
- Create New Processes using Quick Setup
- Edit the Display Name and Integration User Details
Note: The Quick Setup is visible only after you set up an integration, including integration user, which is fully configured and linked to Data Integrity.
Before creating a new integration, make sure you have first added the "InsideView Data Integrity" as your custom tab to the Salesforce DRM layout. For more information, read article “Configuring the InsideView Data Integrity Custom tab in the Navigation Bar” in our Knowledge Base.
|1||Allow access to Data Integrity||Once you install the latest InsideView Data Integrity package, click Allow Access Now to create an integration setup as illustrated:
In the Allow Access dialog, click Allow to grant access to Insideview Data Integrity in your Salesforce CRM.
Go to the Data Integrity settings
|Once your InsideView Data Integrity account is granted access, log in to Salesforce CRM with your administrator user credentials and click the InsideView Data Integrity tab.|
|3||Create a new integration||Then click Start Integration Setup.
Note: This screen will appear only after an InsideView CSM provisions InsideView Data Integrity product for your account and users.
|4||Select the integration details||In the Setup an Integration page, enter the following integration details:
Note: You have an option to Create a new Salesforce Integration or Link an Existing Integration.
Note: In this article, you will learn to create a new integration.
In the Select the Products page, the Data Integrity product is enabled as illustrated:
|5||Enter the integration user credentials and set API limits||In the Setup an Integration user and API limits page, enter the new username and password plus security token.
For more information, read the article Best Practices to Create an Integration User in Salesforce CRM in our Knowledge Base.
Enter the API Batch size limit and click Next.
Note: InsideView will check the Data Integrity installation details and if the package is not installed, you will be redirected to download and install the latest package.
|6||Select field mappings and set update rules||When you have installed the package, you can select the field mappings and set update rules for Accounts, Contacts, and Leads.
Account Field Mappings
Contact Field Mappings
Lead Field Mappings
You can add custom settings for Picklist, Market Segment, and Technology fields as below:
Once you have selected settings for Field Mappings and Data Integrity Rules, click Next
|7||Review details||Review the Salesforce CRM and InsideView Data Integrity field mappings, Account Hierarchies, and Lead to Accounting linkages. For more information, read articles Managing Account Hierarchies in Salesforce CRM and Managing Lead to Account Mapping Settings in our Knowledge Base.|
Once your integration setup is complete, to create new processes for Accounts, Contacts and Leads using the Quick Setup card, follow these steps:
|1||Go to Quick Setup card||Log in to InsideView Unified Admin Portal and go to Data Integrity and select Quick Setup card and click Start.
|2||Create new processes||Once you click start, new non-recurring processes for Accounts, Contacts and Leads are created as illustrated:
|3||Manage Process||In any Process card, you can perform the following actions :
To edit the display name for your Salesforce CRM Integration, follow the steps below:
|1||Go to the Settings||Log in to Salesforce CRM and click the Profile Dropdown icon and select the Admin option.
|2||Edit integration||In the Account Settings page, click the Integrations tab. Hover over the Integration that you wish to edit and click the pencil icon.
|3||Change the integration details||In the Edit Integration dialog, change the display name and click Next.
Select the Data Integrity product and click Next.
|4||Review integration details||If you want to exit the wizard at any time, click the Save & Close link.
|5||Verify changes||Once your changes saved, click Next.
If you see the Field Mapping screen, then you have all the required permissions to use Data Integrity in Salesforce CRM.
If you don't see the Field Mapping screen, then the following permissions must be enabled:
For more information, read the article Setting Up an Integration User for InsideView in Salesforce CRM in our Knowledge Base.