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 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: In this release, InsideView Data Integrity integrates directly with Salesforce 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 CRM.
| InsideView Field | Description | Datatype Mapping |
|---|---|---|
|
LastUpdatedDateByIV__c |
The last updated date of the company account by InsideView Data Integrity. |
Date/Time |
|
MatchedStatus__c |
The company account matched status from InsideView Data Integrity. Possible values are ENRICHED, NOT ENRICHED, and NOT PROCESSED. |
Picklist |
Note: The LastUpdatedDateByIV and MatchedStatus_c 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 |
|---|---|---|---|
|
Company City |
The name of the city. For example, New York or San Francisco. |
String |
Both |
|
Company Street |
The street name. It might include abbreviations. For example, Margaret Dr means Margaret Drive or Lincoln St means Lincoln Street. |
Text Area |
Both |
|
Company State |
An abbreviation of the state name. For example, NY means New York, and CA means California. |
String, Picklist |
Both |
|
Company Country |
The full name of the Country. For example, United States or Australia. |
String, Picklist |
Both |
|
Company ZIP |
The zip code of the company’s address. |
String |
Both |
Company Firmographics Data
| InsideView Field | Description | Datatype Mapping | Export / Sync |
|---|---|---|---|
|
Company Name |
The full name of a company that is refreshed. |
String |
Both |
|
Company Status |
The current status of a company that is refreshed.
Possible values are Acquired, Operating, Out of Business, and Subsidiary. |
String, Picklist |
Both |
|
Company Description |
The detailed description of the company. |
Text Area Long |
Both |
|
Annual Revenue |
The annual revenue of a company in USD. |
Currency, String |
Both |
|
Number of Employees |
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. |
Number | 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. |
String, Picklist | Both |
|
Website |
The website URL of the company. |
URL | Both |
|
Company Blog URL |
The company’s blog website URL. |
URL | Both |
|
Company Facebook URL |
The company’s Facebook page URL. |
URL | Both |
|
Company Twitter URL |
The company’s Twitter page URL. |
URL | 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. |
String, Picklist | Both |
|
Equifax ID |
A unique Equifax identifier (EFX ID) for a company. For example, Google’s Equifax ID is 015875469. |
String | Both |
|
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. |
String | |
|
Phone |
The phone number of the company. |
Phone, String | Both |
|
Parent Company Name |
The name of the parent company. |
String | Both |
|
Primary NAICS Code |
The six digit North American Industry Classification System (NAICS) code of the company. For example, Google’s NAICS code is 519130. |
String | Both |
|
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 Area | Both |
|
Primary SIC Code |
The four digit Standard Industrial Classification (SIC) code of the company. For example, Google’s primary SIC code is 7375. |
String | Both |
|
Primary SIC Description |
The SIC description of the company. For example, Google’s SIC description is Information Retrieval Services. |
Text Area | Both |
|
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. |
String | Both |
|
British SIC Description |
The description of the British SIC of a particular establishment. |
Text Area | Both |
|
Source |
Source of the Account in the CRM. Select Show only InsideView value instead of CRM picklist value to import only InsideView values. |
String, Picklist | Both |
|
Sub Industry |
The sub-industry type of the company. For example, InsideView's top-level industry type is Computer Software and sub-industry type is CRM (formerly a Sales Intelligence Software). |
String, Picklist | Both |
|
Parent Company City |
The name of the parent company’s city. For example, New York or California. |
String | Both |
|
Parent Company Country |
The full name of the parent company’s country. For example, United States or Australia |
String, Picklist | Both |
|
Parent Company ID |
A unique identifier for the parent company in the InsideView database. |
String |
|
|
Parent Company Number of Employees |
Number of employees in the parent company. |
Number | Both |
|
Parent Company Revenue |
The annual revenue of a parent company in USD. |
Currency, String | Both |
|
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 | Both |
|
Parent Company State |
An abbreviation of the state name for the parent company. For example, NY means New York, and CA means California. |
String, Picklist | Both |
|
Parent Company Zip |
The zip code of the parent company’s address. |
String | Both |
| 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, Picklist | Both |
|
Ticker |
The stock market ticker of the company. For example, Oracle’s stock market ticker is ORCL and Google’s ticker is GOOG. |
String | Both |
|
Fortune Ranking |
Ranking of the company in the Fortune 500 and 1000 list. |
String, Number | Both |
|
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 | Both |
|
Technology |
The technology used by the executive's company. | String | Both |
|
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:
|
String | Both |
| Ultimate Parent Company Revenue | The annual revenue of the ultimate parent company in USD. | Currency, String | Both |
|
Ultimate Parent Company City |
The name of the ultimate parent company’s city. For example, New York or California. |
String | Both |
|
Ultimate Parent Company Country |
The full name of the ultimate parent company’s country. For example, United States or Australia |
String, Picklist | Both |
|
Ultimate Parent Company ID |
A unique identifier for the ultimate parent company in the InsideView database. |
String | |
|
Ultimate Parent Company Employees |
Number of employees in the ultimate parent company. |
Number | 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 | Both |
|
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. |
String, Picklist | Both |
|
Ultimate Parent Company Zip |
The zip code of the ultimate parent company’s address. |
String | Both |
| Account ID |
Unique identifier of the Account. |
String | Sync only |
|
Data Integrity Status |
Data Integrity status of the Contact object of the Account object. |
String | 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 |
|---|---|---|---|
|
|
The email address of the contact. |
|
Both |
|
Executive Description |
The description of the contact. |
String |
Both |
|
Executive City |
The name of the contact's city. |
String |
Both |
|
Executive Street |
The name of the contact's street |
String |
Both |
|
Executive Country |
The name of the contact's country. |
String | Both |
|
Executive State |
The name of the contact's state. |
String | Both |
|
Executive Zip |
The name of the contact's zip |
String | Both |
|
First Name |
The first name of the contact. |
String | Both |
|
Last Name |
The last name of the contact. |
String | Both |
|
Mobile Phone |
The publicly available mobile phone number of the contact. |
Phone | Both |
|
Direct Phone |
The direct phone number of an executive if it is available in the InsideView database |
Phone | Both |
|
Title |
The designation or job title of the contact. |
String | Both |
|
Email Validation Status |
The result of executive's email validation. Possible values are valid email, invalid email, valid domain and failed validation. |
String | Both |
|
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 | |
|
Employment Status |
The status of the executive's current employment. Possible values are current and past. |
String | Both |
|
Executive Facebook Profile |
The executive’s Facebook profile URL. |
String | Both |
|
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 | |
|
Executive LinkedIn Profile |
The executive’s LinkedIn profile URL. |
String | Both |
|
Executive Twitter Profile |
The executive’s Twitter profile URL. |
String | Both |
|
Job Function |
The executive's job function. |
String | Both |
|
Job Level |
The executive's job level. |
String | Both |
|
Last Email Validated Date |
The date when the executive's email was last validated. |
Date/Time | Both |
|
Generic Name |
A name that is too generic. Example includes NA, Myself, or Unknown |
String | Both |
|
Generic Domain |
A website URL that is too generic. Examples includes www.ABC.com or www.123.com | String | Both |
|
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 |
|
Company Logo |
The photo of the company logo | Image | Both |
|
Fortune Ranking |
Ranking of the executive's company in the Fortune 500 and 1000 list. | String | Both |
|
Technology |
The technology used by the executive's company. | String | Both |
|
Executive Image |
The photo of an executive. | Image | Both |
|
Contact Age |
The age of an executive. | Sting | Both |
|
Contact Compensation |
The monthly compensation of an executive | String | Both |
|
Contact Alias Name |
The Alias name of a contact. | String | Both |
|
Lead Source |
The source of the lead from where it is being imported. | String | Both |
|
Contact ID |
Unique identifier of the contact. | String | Sync only |
|
Data Integrity Status |
Data Integrity status of the Contact object. | String | Sync only |
|
Data Integrity Status |
Data Integrity status of the Lead object. | String | Sync only |
|
Lead ID |
Unique identifier of the lead. | String | Sync only |
|
CreatedDate |
Date when the lead was created. | Datetime | Sync only |
|
InsideView Company ID |
Unique identifier of the company that the lead belongs to. | Integer | Sync only |
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