This article provides instructions to upgrade to the InsideView Data Integrity package. The following steps are applicable for customers who have purchased licenses for the following InsideView Product bundles:
- InsideView Sales and InsideView Refresh
- InsideView Sales, InsideView Refresh, and InsideView Enrich
- InsideView Sales and InsideView Enrich
- InsideView Refresh and InsideView Enrich
Note: InsideView Data Integrity is supported only on Enterprise and Unlimited Editions of Salesforce CRM.
If you are a new user or are using only InsideView Sales, please refer to the Best Practices to Set Up an Integration User in Salesforce CRM and Setting Up an Integration for Salesforce CRM in Data Integrity Knowledge Base articles for installation instructions. To avoid any technical issues, follow the instructions in the exact sequence below:
|Backup your Salesforce Data
|Follow these steps to create a backup of your data:
|Update the InsideView Sales package
|Click here to find InsideView Unified package in Salesforce CRM and click Get It Now.
The Login page appears:Log in to Salesforce CRM with admin user credentials and if redirected to InsideView Sales package page, click Get It Now again. Select the Install in Production option in the following screen appears:
Select the I Agree to the terms and conditions checkbox and click Confirm and Install.
In the Installation page, select the Install for All Users option.
When you click Install, the installation process begins.
Once the installation is complete, click Done.
The InsideView Unified package is now displayed under the Installed Packages section.
|Verify and Update the InsideView field references
|After installing the InsideView package, when you log in to your Salesforce CRM the following custom fields are added to your CRM:
|Disable the workflows rules
|Disable the following workflow rules for InsideView Refresh:
|Enable InsideView Sales Workflow Rules
|Enable the following workflow rules for InsideView Sales:
|Update the field mappings
|To update the field mappings between InsideView and Salesforce CRM, follow these steps:
|Import the data back into Salesforce
|Follow these steps to import the data that you exported using instructions above, back into your Salesforce instance:
Note: Repeat the same steps for Accounts, Contacts, and Leads.
|Uninstall the existing Enrich and Refresh packages
|Follow these steps below to uninstall the InsideView Enrich package:
|Complete the Data Integrity set up
|To complete the Data Integrity set up, refer to the steps provided in the Setting Up an Application User and Configuring InsideView Data Integrity in Microsoft Dynamics CRM Online and Setting Up an Integration for Salesforce CRM in Data Integrity Knowledge Base articles.
|Disable data enrichment
|To disable data enrichment from InsideView Enrich and Refresh, follow these steps: