Creating a Lead 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.

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 Leads link.

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

Click Next to create a new lead management process.

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

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

    

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

For more information about creating a custom rule-based filter for managing leads, read the article Creating an Accounts 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 leads 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 lead management 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.