InsideView Data Integrity is a customer data management solution that cleans, monitors, and enriches CRM data to drive revenue and operational effectiveness. InsideView Data Integrity keeps your CRM data clean, so you always have a consistent and unified view of your customers and prospects.
InsideView Data Integrity helps Salesforce and Microsoft Dynamics CRM administrators solve their data and process challenges. InsideView Data Integrity goes beyond cleaning data to provide insights and visualizations to help companies improve the health of their CRM data.
Note: InsideView Data Integrity integrates directly with Salesforce and Microsoft Dynamics CRM to enable business decisions with accurate data for accounts, contacts, and leads in your CRM.
This table shows InsideView Data Integrity custom fields for both account, contact, and lead objects that are included in your Salesforce and Microsoft Dynamics CRM.
| InsideView Field | Description | Datatype Mapping | Maximum Length |
|---|---|---|---|
|
InsideView Date Last Updated |
The last updated date of the company account/record by InsideView Data Integrity. |
Date/Time in both CRMs
|
By default, the maximum length is 50 characters. |
|
InsideView Match Status |
The company account matched status from InsideView Data Integrity. When a CRM record is matched with Insideview data, InsideView Match Status is Matched else it is considered as Unmatched. Whenever a record is updated in the CRM, only at that time InsideView Data Integrity updates the matched status. Possible values are MATCHED, UNMATCHED, and NOT PROCESSED. |
Picklist in both CRMs |
|
|
InsideView Data Integrity Status |
InsideView pushes this value is based on whether or not Data Integrity has processed the record. It doesn't matter if the record is matched or unmatched, or if it is part of a recurring or non-recurring process. A processed record is considered as a Managed record. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
By default, the maximum length is 100 characters. |
|
Match Score |
A match score is a number from 1 to100 that indicates the likelihood that a match obtained is accurate. Match scores provide insight into the quality of a matched record.
|
String in both CRMs |
By default, the maximum length is 3 digits. |
Note: The InsideView Date Last Updated, InsideView Data Integrity Status, and InsideView Match Status custom fields are added ONLY for the account, contact, and lead objects in the Salesforce CRM.
The tables below summarize the InsideView fields with their descriptions and the datatype to which they are mapped in your Salesforce CRM.
Each of these fields can be custom mapped to a corresponding field in your Salesforce CRM. InsideView can overwrite existing, any or all company account data fields, should your organization choose to use our updated data as your standard. Overwriting is an option, it is not mandatory.
For more information on InsideView accuracy benchmarks and data management methodologies, please visit http://www.insideview.com/reliability/.
Company Location Details
| InsideView Field | Description | Datatype Mapping | Export / Sync | Maximum Length |
|---|---|---|---|---|
|
Company City |
The name of the city. For example, New York or San Francisco. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both |
By default, the maximum length is 50 characters. |
|
Company Street |
The street name. It might include abbreviations. For example, Margaret Dr means Margaret Drive or Lincoln St means Lincoln Street. |
Text Area in Salesforce CRM String in Microsoft Dynamics CRM |
Both | The maximum length is 255 characters. |
|
Company State |
An abbreviation of the state name. For example, NY means New York, and CA means California. Note: if you change the State field value to ISO picklist, then you must update the field mapping accordingly.
|
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both |
By default, the maximum length is 50 characters. |
|
Company Country |
The full name of the Country. For example, the United States or Australia. Note: if you change the Country field value to ISO picklist, then you must update the field mapping accordingly. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both |
By default, the maximum length is 50 characters. |
|
Company ZIP |
The zip code of the company’s address. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both |
By default, the maximum length is 52 characters with comma-separated zip codes. |
Company Firmographics Data
| InsideView Field | Description | Datatype Mapping | Export / Sync | Maximum Length |
|---|---|---|---|---|
|
Company Name |
The full name of a company that is refreshed. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both |
The maximum length is 255 characters. |
|
Company Status |
The current status of a company that is refreshed.
Possible values are Acquired, Operating, Out of Business, and Subsidiary. |
String in both CRMs |
Both |
By default, the maximum length is 50 characters. |
|
Company Description |
The detailed description of the company. |
Text Area in Salesforce CRM Memo in Microsoft Dynamics CRM |
Both |
The maximum length is 4000 characters. |
|
Date Founded |
Year the company was founded |
Date & Time in both CRMs. |
Both |
By default, the maximum length is 50 characters |
|
Annual Revenue |
The annual revenue of a company in USD. |
Number in Salesforce CRM Money/Currency in Microsoft Dynamics CRM |
Both |
By default, the maximum length is 50 characters. |
|
Number of Employees |
The number of employees in a company. This number changes as when employees join or leave a company. The accuracy of this number is validated by our content team periodically to keep it current. |
Integer in both CRMs | Both | |
|
Industry |
The type of industry the company belongs to. Select Show only InsideView value instead of CRM picklist value to import only InsideView values. For example, Google’s industry type is computer software: software & services. |
Picklist in both CRMs | Both | The maximum length is 255 characters. |
|
Website |
The website URL of the company. |
URL in Salesforce CRM String in Microsoft Dynamics |
Both | |
|
Company Blog URL |
The company’s blog website URL. |
URL in Salesforce CRM String in Microsoft Dynamics |
Both | |
|
Company Facebook URL |
The company’s Facebook page URL. |
URL in Salesforce CRM String in Microsoft Dynamics |
Both | |
|
Company Twitter URL |
The company’s Twitter page URL. |
URL in Salesforce CRM String in Microsoft Dynamics |
Both | |
|
Ownership |
The operating type of the company. Possible values are Public, Private, School, or Government. Select Show only InsideView value instead of CRM picklist value option to import only InsideView values. |
Picklist in both CRMs | Both | By default, the maximum length is 50 characters. |
|
Equifax ID |
A unique Equifax identifier (EFX ID) for a company. For example, Google’s Equifax ID is 015875469. |
String | Both | By default, the maximum length is 100 characters. |
|
FYE |
The fiscal year-end month for a company | Picklist, and Multipicklist | Both | |
|
InsideView ID |
A unique identifier for the company in the InsideView database. For example, Google’s InsideView ID is 736233. Note: InsideView Data Integrity matches accounts with an InsideView Company ID. If the company record is not matched and that particular account has the InsideView Company ID in their CRM, then InsideView Data integrity will match that account using the InsideView Company ID. |
String in both CRMs. | By default, the maximum length is 100 characters. | |
|
Phone |
The phone number of the company. |
Phone in Salesforce CRM String in Microsoft Dynamics CRM |
Both | The maximum length is 200 characters with comma-separated numbers. |
|
Parent Company Name |
The name of the parent company. Note: InsideView Data Integrity allows you to override the Parent fields with null/empty values. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | The maximum length is 255 characters. |
|
Primary NAICS Code |
The six-digit North American Industry Classification System (NAICS) code of the company. For example, Google’s NAICS code is 519130. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 6 characters. |
|
Primary NAICS Description |
The NAICS description of the company. For example, Google’s NAICS description is Internet Publishing and Broadcasting and Web Search Portals. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | The maximum length is 255 characters. |
|
Primary SIC Code |
The four-digit Standard Industrial Classification (SIC) code of the company. For example, Google’s primary SIC code is 7375. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | The maximum length is 50 characters with comma-separated 4-digit SIC code. |
|
Primary SIC Description |
The SIC description of the company. For example, Google’s SIC description is Information Retrieval Services. |
Text in Salesforce CRM String in Microsoft Dynamics |
Both | The maximum length is 200 characters. |
|
Site Data/Count |
The 'site count' shows the branch sites when you click on states in the map view. |
Double in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 6 characters. |
|
British SIC Code |
The current British Standard Industrial Classification (SIC) used in classifying business establishments and other statistical units by the type of economic activity in which they are engaged. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 6 characters. |
|
British SIC Description |
The description of the British SIC of a particular establishment. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | The maximum length is 200 characters. |
|
Source |
Source of the Account in the CRM. Select Show only InsideView value instead of CRM picklist value to import only InsideView values. |
Picklist in both CRMs | Both | By default, the maximum length is 50 characters. |
|
Sub Industry |
The sub-industry type of the company. For example, InsideView's top-level industry type is Computer Software and the sub-industry type is CRM (formerly a Sales Intelligence Software). |
Picklist in both CRMs | Both | The maximum length is 200 characters. |
|
Parent Company City |
The name of the parent company’s city. For example, New York or California. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 50 characters. |
|
Parent Company Country |
The full name of the parent company’s country. For example, the United States or Australia |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 50 characters. |
|
Parent Company ID |
A unique identifier for the parent company in the InsideView database. Note: InsideView Data Integrity allows you to override the Parent fields with null/empty values. |
String in both CRMs |
Both |
By default, the maximum length is 50 characters. |
|
Parent Company Number of Employees |
The number of employees in the parent company. |
Integer in both CRMs | Both | |
|
Parent Company Revenue |
The annual revenue of a parent company in USD. |
String in Salesforce CRM Currency in Microsoft Dynamics |
Both | By default, the maximum length is 50 characters. |
|
Parent Company Street |
The street name of the parent company that might include abbreviations. For example, Margaret Dr means Margaret Drive or Lincoln St means Lincoln Street. |
Text Area in Salesforce CRM String in Microsoft Dynamics CRM |
Both | The maximum length is 255 characters. |
|
Parent Company State |
An abbreviation of the state name for the parent company. For example, NY means New York, and CA means California. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 50 characters. |
|
Parent Company Zip |
The zip code of the parent company’s address. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 52 characters with comma-separated zip codes. |
| Primary Business |
The primary business identifies the actual business of that particular company, which can either be an industry or a sub-industry. For example, InsideView's primary business is "Internet Information Services", which is listed as a sub-industry under the "Media" industry. |
String in Salesforce CRM Picklist in Microsoft Dynamics CRM |
Both | By default, the maximum length is 50 characters. |
|
Ticker |
The stock market ticker of the company. For example, Oracle’s stock market ticker is ORCL, and Google’s ticker is GOOG. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 50 characters with comma-separated ticker symbols. |
|
Most Recent Quarter |
The most recent quarter earning date for a company |
String in Salesforce CRM Number in Microsoft Dynamics CRM |
Both | By default, the maximum length is 50 characters. |
|
Fortune Ranking |
This field allows you to sync the ranking of companies in the Fortune 1000 list. |
String in Salesforce CRM Number in Microsoft Dynamics CRM |
Both | By default, the maximum length is 50 characters. |
|
Market Segment |
The accounts can be tagged with the Market Segment information, which is created in InsideView Apex. For example, if you have created a market segment in InsideView Apex called "Banking Company". Any incoming lead matching your definition would be tagged as a "Banking Company". Select Add tagging rules to enabled Market Segment tagging and choose the market segments to tag. |
String in both CRMs | Both | By default, the maximum length is 50 characters. |
|
Technology |
The technology used by the executive's company. | String in both CRMs | Both | The maximum length is 200 characters. |
|
Ultimate Parent Company Name |
The name of the ultimate parent company in a family tree. For example, ASDA Financial Services Limited's ultimate parent company is Wal-Mart Stores, Inc as illustrated in the screen below:
Note: InsideView Data Integrity allows you to override the Ultimate Parent fields with null/empty values. |
String in both CRMs | Both | The maximum length is 255 characters. |
| Ultimate Parent Company Revenue | The annual revenue of the ultimate parent company in USD. |
String in Salesforce CRM Currency in Microsoft Dynamics |
Both | By default, the maximum length is 50 characters. |
|
Ultimate Parent Company City |
The name of the ultimate parent company’s city. For example, New York or California. |
String | Both | By default, the maximum length is 50 characters. |
|
Ultimate Parent Company Country |
The full name of the ultimate parent company’s country. For example, the United States or Australia |
String in Salesforce CRM Picklist in Microsoft Dynamics CMR |
Both | By default, the maximum length is 50 characters. |
|
Ultimate Parent Company ID |
A unique identifier for the ultimate parent company in the InsideView database. |
integer in both CRMs | Both | By default, the maximum length is 50 characters. |
|
Ultimate Parent Site Count |
The number of branch sites for a company |
Integer in both CRMs | Both | By default, the maximum length is 50 characters. |
|
Ultimate Parent Company Employees |
The number of employees in the ultimate parent company. |
String in Salesforce CRM Number in Microsoft Dynamics |
Both | |
|
Ultimate Parent Company Street |
The street name of the ultimate parent company that might include abbreviations. For example, Margaret Dr means Margaret Drive or Lincoln St means Lincoln Street. |
Text Area in Salesforce CRM String in Microsoft Dynamics |
Both | By default, the maximum length is 50 characters. |
|
Ultimate Parent Company State |
An abbreviation of the state name for the ultimate parent company. For example, NY means New York, and CA means California. |
Text in Salesforce CRM String in Microsoft Dynamics |
Both | By default, the maximum length is 50 characters. |
|
Ultimate Parent Company Zip |
The zip code of the ultimate parent company’s address. |
Text in Salesforce CRM String in Microsoft Dynamics |
Both | By default, the maximum length is 52 characters with comma-separated zip codes. |
|
Data Integrity Status |
Data Integrity status of the Contact object of the Account object. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Sync only |
Contact Details
This table shows InsideView Data Integrity contact fields that are included in your Salesforce CRM.
| InsideView Field | Description | Datatype Mapping | Export / Sync | Maximum Length |
|---|---|---|---|---|
|
|
The email address of the contact. |
Email in Salesforce CRM String in Microsoft Dynamics CRM |
Both |
The maximum length is 256 characters. |
|
Executive Description |
The description of the contact. |
Text Area in Salesforce CRM Memo in Microsoft Dynamics CRM |
Both |
The maximum length is 4000 characters. |
|
Executive City |
The name of the contact's city. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both |
By default, the maximum length is 64 characters. |
|
Executive Country |
The name of the contact's country. |
Text Area in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 64 characters. |
|
Executive State |
The name of the contact's state. |
Text Area in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 64 characters. |
|
First Name |
The first name of the contact. |
Text Area in Salesforce CRM String in Microsoft Dynamics CRM |
Both | The maximum length is 255 characters. |
|
Last Name |
The last name of the contact. |
Text Area in Salesforce CRM String in Microsoft Dynamics CRM |
Both | The maximum length is 255 characters. |
|
Desk Phone |
The desk phone number of an executive if it is available in the InsideView database |
Phone in both CRMs | Both | By default, the maximum length is 64 characters. |
|
Title |
The designation or job title of the contact. |
Text Area in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 64 characters. |
|
Email Validation Status |
The result of the executive's email validation. Possible values are Valid Email, Valid Domain, Invalid Email, Not Processed, and Failed. |
String in both CRMs | Both | By default, the maximum length is 64 characters. |
|
Employment ID |
The unique identifier for an executive's employment in a company in InsideView's database. An executive can have multiple Employment IDs depending on jobs at various companies. |
Integer in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 64 characters. |
|
Employment Status |
The status of the executive's current employment. Possible values are Current, Past, and Unmatched. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Both | By default, the maximum length is 64 characters. |
|
Executive Facebook Profile |
The executive’s Facebook profile URL. |
URL in Salesforce CRM String in Microsoft Dynamics |
Both | The maximum length is 255 characters. |
|
Executive ID |
The unique identifier of a person in InsideView's database. The Executive ID is different from Employment ID because Employment ID is tagged to the Job of an executive (identified by an Executive ID) at a company (identified by InsideView ID). |
Integer in Salesforce CRM String in Microsoft Dynamics CRM |
Both | |
|
Executive LinkedIn Profile |
The executive’s LinkedIn profile URL. |
URL in Salesforce CRM String in Microsoft Dynamics |
Both | The maximum length is 255 characters. |
|
Executive Twitter Profile |
The executive’s Twitter profile URL. |
URL in Salesforce CRM String in Microsoft Dynamics |
Both | The maximum length is 255 characters. |
|
Job Function |
The executive's job function. |
String in both CRMs | Both | By default, the maximum length is 64 characters. |
|
Job Level |
The executive's job level. |
String in both CRMs | Both | By default, the maximum length is 64 characters. |
|
Last Email Validated Date |
The date when the executive's email was last validated. |
Date/Time in both CRMs | Both | By default, the maximum length is 64 characters. |
|
Generic Name |
A name that is too generic. For example includes NA, Myself, or Unknown |
String in both CRMs | Both | The maximum length is 255 characters. |
|
Generic Domain |
A website URL that is too generic. Examples include www.ABC.com or www.123.com |
URL in Salesforce CRM String in Microsoft Dynamics |
Both | By default, the maximum length is 64 characters. |
|
Market Segment |
The incoming leads can be tagged with the Market Segment information, which is created in InsideView Apex.
For example, if you have created a market segment in InsideView Apex called "Banking Company". Any incoming lead matching your definition would be tagged as a "Banking Company". |
Text Area | Both | By default, the maximum length is 64 characters. |
|
Company Logo |
The photo of the company logo This field is available in the Microsoft Dynamics CRM field mapping only. |
Image in Salesforce CRM Virtual in Microsoft Dynamics CRM |
Both | |
|
Technology |
The technology used by the executive's company. | String in both CRMs | Both | The maximum length is 200 characters. |
|
Executive Image |
The photo of an executive. This field is available in the Microsoft Dynamics CRM field mapping only. |
Image in Salesforce CRM Virtual in Microsoft Dynamics CRM |
Both | |
|
Contact Age |
The age of an executive. | Sting in both CRMs | Both | By default, the maximum length is 50 characters. |
|
Contact Compensation |
The monthly compensation of an executive | String in both CRMs | Both | By default, the maximum length is 50 characters. |
|
Contact Quality Score |
Contact Quality Score quantifies the predicted accuracy of the contact match based on several factors such as employment last validated date, email deliverability, social presence, number of primary sources, etc. | String in both CRMs. | Export only | |
|
Contact Alias Name |
The Alias name of a contact. | String in both CRMs | Both | The maximum length is 255 characters. |
|
Lead Source |
The source of the lead from where it is being imported. | Picklist in both CRMs | Both | By default, the maximum length is 50 characters. |
|
Data Integrity Status |
Data Integrity status of the Contact object. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Sync only | By default, the maximum length is 50 characters. |
|
Data Integrity Status |
Data Integrity status of the Lead object. |
Text in Salesforce CRM String in Microsoft Dynamics CRM |
Sync only | By default, the maximum length is 50 characters. |
|
CreatedDate |
Date when the lead was created. | Datetime in both CRMS | Sync only | |
|
InsideView Company ID |
Unique identifier of the company that the lead belongs to. |
Integer in Salesforce CRM String in Microsoft Dynamics CRM |
Sync only |
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