InsideView Data Integrity
Product Overview
Release Notes
Installation and Configuration
- Setting up InsideView Data Integrity in Salesforce CRM
- Configuring the InsideView Data Integrity Custom Tab in the Navigation Bar
- Enabling the InsideView Data Integrity Components in Salesforce CRM
- Set Up an Integration User for InsideView in Salesforce CRM
- Setting Up an Integration for Salesforce CRM in Data Integrity
- Managing Account Hierarchies in Salesforce CRM
Getting Started
- Creating an Account Management Process in Salesforce CRM
- Creating an Account Data Management Process with Custom Rules in Salesforce CRM
- Creating a Contact Management Process in Salesforce CRM
- Creating a Lead Management Process in Salesforce CRM
- Visualizing Data Integrity Analytics for Accounts, Contacts, and Leads
- Reviewing Data Integrity Matches for Account, Contacts, and Leads