This article outlines the various steps needed to set-up Data Integrity in Salesforce CRM. Follow these steps to complete the integration.
|1||Install the latest InsideView Data Integrity package||To learn how to install InsideView Data Integrity package, please visit Installing InsideView in Salesforce CRM.|
|2||Configure the InsideView components in Salesforce||To learn how to enable the InsideView components namely, the InsideView mash-up and the Data Integrity button, please visit Enabling the InsideView Data Integrity Components in Salesforce CRM.|
|3||Add InsideView fields on the page layouts||It is recommended to add the following fields to the page layouts of each of the supported objects in Salesforce:
These fields are important in helping identify the Data Integrity state of the record.
|4||Configure Data Integrity link in the nav bar||Follow the steps provided in Configuring the InsideView Data Integrity Custom Tab in the Navigation Bar to add the Data Integrity link to the Salesforce navigation bar.|
|5||Set up an integration user in Salesforce||To learn how to set-up an integration user in Salesforce, please visit Set Up an Integration User for InsideView in Salesforce CRM.|
|6||Create an integration||To learn how to set-up a new integration for Data Integrity in Salesforce, please visit Setting Up an Integration for Salesforce CRM in Data Integrity.|
|7||Complete the default field mapping and process behavior||To set-up the default field mappings and processes, please visit Configuring Custom Field Mappings in Data Integrity for Salesforce CRM Integration.|
|8||Activate InsideView workflows rules||Activate the following workflow rules in Salesforce:
|9||Create processes||To learn how to create new Data Integrity processes for Accounts, Contacts, and Leads, please visit:|
|10||Enable Account hierarchy||To learn how to enable Account Hierarchy in Data Integrity, please visit Managing Account Hierarchies in Salesforce CRM.|
|11||Enable Lead to Account mapping||To learn how to enable Lead to Account mapping in Data Integrity, please visit Managing Lead to Account Mapping Settings.|