Troubleshooting Data Integrity

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This article will help troubleshoot below Data Integrity errors:

  • Objects are not updating.
  • Data Integrity update button is missing. 
  • Data Integrity error “Not Managed for objects belonging to a process.”
  1. Confirm your Data Integrity contract is active in Admin Portal > Account Settings > Products.1.png
  2. Confirm the update process is active in Process > drop-down arrow > Status.2.png
  3. Confirm the update frequency is enabled in Process > pencil icon > Update Objects on creation.3.png
  4. Confirm the record is not excluded as part of a custom filter in Process > pencil icon > Manage a segment of Objects based on custom criteria > Next. 4.png
  5. Confirm the record is not part of an Exclusion Rule in Admin Portal > Data Integrity > Settings.5.png
  6. Confirm CRM (Salesforce) prerequisites are met. 
    • Log into Salesforce, go to Setup > search for Workflow Rules and Activate: 
      • InsideView Outbound Rule for Accounts
      • InsideView Outbound Rule for Contacts
      • InsideView Outbound Rule for Leads
      • InsideView Outbound Rule for New Accounts
      • InsideView Outbound Rule for New Contacts
      • InsideView Outbound Rule for New Leadsa.png
    • Go to Setup > search for Outbound Messages > Edit - InsideView Object Outbound Message (Managed) > User to send as and choose an active user. Do this for Accounts, Leads, Contacts, Opportunity.b.png
    • Go to Setup > search for Profiles > Edit - “User to send as”' Profile (from step above) > Standard Objects Permissions and enable ViewAll for Accounts, Leads, Contacts, Opportunity.c.png
    • Go to Setup > search for Profiles > Edit: “User to send as”' Profile > Administrative Permissions and enable Send Outbound Messages. 
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