Creating an Account Management Process in Salesforce CRM

  • Updated

Once your  account is commissioned for InsideView Data Integrity by a customer success manager (CSM) or your account administrator, follow these steps to launch InsideView Data Integrity and create a new account management process:

Step Description Details
 1 Log in to Salesforce Log in to Salesforce Login with your admin user credentials.
 2 Go to Sales app In the Salesforce home page, click the App Launcher link.

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In the App Launcher window, click the Sales app.app_sales_small.png

 3 Go to the Data Integrity app In the Salesforce home page, select the InsideView Data Integrity tab.

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 4 Create an account management process If you are configuring any process for the first time after your Data Integrity account is provisioned, the following screen appears:

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Note: Before creating a data management process, make sure you have configured an Integration for Data Integrity. For information, read the article Setting Up an Integration for Data Integrity in Salesforce CRM in our Knowledge Base.

In the Quick Setup card, click Start to create a new process for Accounts, Contacts and Leads. 

Note: If you want to create process for each object separately, click Start in the Custom Setup card.

Select the Accounts link.accounts_select_small.png

If you have already created a process, click New Process to launch process creation workflow page .new_process_small.png

Select the Accounts link and click Next to create a new account management process.accounts_selected_small.png

Note: InsideView Data Integrity allows you to add criteria only for active accounts.

 5 Select the segmentation and frequency Next you can do the following actions:

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    • Select a Record Segmentation option:
      • Manage all accounts (recommended) - When you select this option, all accounts in your Salesforce CRM are managed and will receive updates from InsideView Data Integrity.
      • Manage a segment of Accounts based on custom criteria - When you select this option, you can define custom criteria to manage accounts based on a dynamic rule.accounts_custom_rule_small.png?url=/hc/article_attachments/360049224973/accounts_custom_rule.png
    • In the Update Frequency area, select the frequency at which you want to run the account management process to receive updates from InsideView Data Integrity. You can select the following frequency options:
      • Update accounts on creation - This is a default selection. When you select this option, whenever a new account is created in Salesforce CRM, it will be updated with the most accurate account information from InsideView Data Integrity.
      • Update accounts now - When you select this option, the segment of accounts you choose to manage will be processed and updated with the latest account data from InsideView Data Integrity immediately upon saving your data management process.
      • Update accounts on schedule -  When you select this option, you can define a schedule for updating accounts with information from Data Integrity. You can enter the Start Date, Start Time, and Recurring options as Daily, Weekly or Monthly.account_update_schedule.png
        

      Note: InsideView Data Integrity will send update notifications based on these frequency settings to receive them.

      In this example, select the Manage all accounts in  record segmentation and the Update accounts on schedule frequency option and then click Next..
 6 Preview the account management process Click See Preview to view accounts that are managed already in Salesforce CRM as illustrated:

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For more information about creating a custom rule-based filter for managing accounts, read the article Creating an Accounts Process With Custom Rules in our Knowledge Base.

 7 Select the account field update rule On the Select field update rules page, you will see which InsideView fields are mapped to fields in your CRM, as illustrated:

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You can select the update rules for all fields by clicking any of the options at the top of the table or set field-by-field update rules.

For each field, you can choose one of the following option: 

  • Overwrite – Always pushes field value updates automatically into your CRM, overwriting your existing values.
  • Update, if blank – Pushes field value updates automatically into your CRM only when the particular field is empty.
  • Flag only – Flags field value updates but does not automatically push them into your CRM. You will receive email notifications based on the frequency settings.
  • Do not update - This option will not send field level updates for your accounts from Data Integrity.
  • Click Next. 
 8 Review and complete process On the Review your data management process settings page, you can review your account management process settings and click Finish.

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In the Save Data Management Process dialog, enter the name for your process and click Save.

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 9 View and Run Process  Once you have created an account process, you can run, edit or delete the account process.

Click the chevron.png icon to expand the process that you just created.

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Hover over any one of the processes to access the following actions:

  • Click the run.png icon to immediately run the process and then in the Run Data Management Process Now dialog, click Run Now.accounts_run.png
  • Click the pencil.png icon to edit the process. For more information, read the article Editing an Existing Data Integrity Process in our Knowledge Base.
  • Click the delete.png icon to delete the process. 

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