This article provides instructions to enable the InsideView Data Integrity Update button for Account, Contact, and Lead layouts in your Salesforce instance.
The Data Integrity Update button allows users in your organization to quickly update Accounts, Contacts, and Leads with InsideView’s comprehensive firmographic and demographic data directly from the Salesforce record.
To enable the Data Integrity Update button, follow these steps:
|1||Log in||Log in to Salesforce.com with admin user credentials.|
|2||Go to installed packages||
Go to Setup and in the quick search bar type installed packages as shown below:
|3||Configure the InsideView package||Find the InsideView for AppExchange package and click Configure as shown below:
The InsideView Admin page opens:
For each entity (Account, Contact, Lead, Opportunity), choose which of the default page layouts you would like to add the InsideView Sales CRM view on and click Save.
|4||Enable the InsideView CRM View||Click the Data Integrity Layout tab and select the page layouts in which you want to add the Data Integrity Update button. In this example, the button is enabled in the Account Layout in both the Classic Salesforce experience:
Select the layouts where you want to add the Data Integrity Update button and click Save.
To enable this button in the Lightning experience, complete the following steps:
|5||View the Data Integrity CRM View||Go to an Account and you will see the Data Integrity button at the top of the account record.
Clicking the Data Integrity Update button will allow users to compare CRM values for that record with new values provided by InsideView and push the updated data to CRM with a single click:
Repeat the above steps for Contact and Lead layouts.