Managing InsideView Data Integrity Account Settings

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This KB article provides instructions to manage Data Integrity account settings in Salesforce and Microsoft Dynamics CRMs.

Follow these steps to manage your Data Integrity Account Settings:

Step Description Details
1 Open Data Integrity Settings In the Data Integrity Dashboard, click the Profile Dropdown at the top and select Settings.

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2 Manage Exclusion Rules To add a new exclusion rule click Add a New Exclusion Rule.

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On the following pop-up enter the Exclusion Rule Name and choose the System you want to create this exclusion rule for. By default, the currently logged in Salesforce system is selected.

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Choose the Record Type for which you would like to create an exclusion rule. An exclusion rule can be created in two ways:

Click Save. The exclusion rule is created and is available under Exclusion Rules as shown below:

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To Refresh, Edit, or Delete an exclusion rule, hover over the rule and click on the appropriate button as illustrated:

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3 Manage Users As a Data Integrity admin you can enable the Data Integrity features for other users in your organization. Click Manage User under Account Level Settings.

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Users list open in the Unified Admin Portal in a new tab. Select the user you want to grant Data Integrity Access to and click Edit.

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On the Edit User pop-up go to Product Details and click the Plus + icon. Select Data Integrity and click Save.

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On the next screen, choose whether you would like to grant Admin access or standard User access and click Save to complete the process.

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Note: The Admin role allows the user to create and edit Data Integrity processes and allocate Data Integrity licenses to other users.

Data Integrity access is granted to the selected user.

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4 Manage Integrations and Field Mappings To learn more, please read the article Configuring Custom Field Mappings in Data Integrity in our Knowledge Base.

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