Managing InsideView Data Integrity Account Settings

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.

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

• Build a filter - To learn how to build a filter with custom criteria refer to articles Creating an Account Management Process with Custom Rules in Microsoft Dynamics CRM and Creating an Account Data Management Process with Custom Rules in Salesforce CRM in our Knowledge Base.
• Upload a list - Upload a CSV file containing the CRM Object IDs of the records that you would like to exclude.

  Note: For Salesforce CRM, upload the 15 digit object IDs, these are internally converted to 18 digits in our system.

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

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

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.

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

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

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.