Creating a Contact Management Process in Salesforce CRM

In the App Launcher window, click the Sales app.

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.

To learn more about the company and Salesforce CRM strategies, read the Salesforce CRM customer service best practices and What is Sales Management. 

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

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

Select the Contacts link.

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

Click Next to create a new contact management process.

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

• Select the Record Segmentation options:
  • Manage all contacts (Recommended) - When you select this option, all contacts in your Salesforce CRM are managed and will receive updates from InsideView Data Integrity.
  • Manage a segment of contacts based on custom criteria - When you select this option, you can define a custom criteria to manage contacts based on a dynamic rule.

    

• In the Update Frequency area, select the frequency at which you want to run the contacts process to receive updates from InsideView Data Integrity. You can select the following frequency options:
  • Update contacts on creation - This is a default selection. When you select this option, whenever a new contact is created in Salesforce CRM, it will be updated with most the accurate contact information from InsideView Data Integrity.
  • Update contacts now - When you select this option, all existing and new accounts in the Salesforce CRM are updated with latest account data from InsideView Data Integrity immediately upon saving your data management process.
  • Update contacts on schedule - When you select this option, you can define a schedule for updating contacts with information from Data Integrity. You can enter the Start Date, Start Time, and Recurring options as Daily, Weekly and Monthly.

    

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

  In this example, select the default record segmentation and frequency options and then click Next.

Click See Preview to view contacts that are managed already in Salesforce CRM as illustrated: 

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

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 contacts from Data Integrity.
• Click Next. 

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

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

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

• Click the  icon to run the process and then in the Run Data Management Process Now dialog, click Run Now.

  

• Click the  icon to edit the process. For more information, read the article Editing an Existing Data Integrity Process in our Knowledge Base.
• Click the  icon to delete the process.