InsideView Data Integrity is a customer data management solution that cleans, monitors, and enriches CRM data to drive revenue and operational effectiveness. InsideView Data Integrity keeps your CRM data clean, so you always have a consistent and unified view of your customers and prospects.
InsideView Data Integrity helps Salesforce and Microsoft Dynamics CRM administrators solve their data and process challenges. InsideView Data Integrity goes beyond cleaning data to provide insights and visualizations to help companies improve the health of their CRM account, contact, and lead data.
Each of these fields can be custom mapped to a corresponding field in your Salesforce CRM. InsideView can overwrite existing, any or all company account data fields, should your organization choose to use our updated data as your standard. Overwriting is an option, it is not mandatory.
|InsideView Field||Description||Datatype Mapping||Maximum Length|
|InsideView Data Integrity Status||InsideView pushes this value is based on whether or not Data Integrity has processed the record. It doesn't matter if the record is matched or unmatched, or if it is part of a recurring or non-recurring process. A processed record is considered as a Managed record.||
Text in Salesforce
String in Microsoft Dynamics CRM
By default, the maximum length is 100 characters.
|InsideView Date Last Updated||The last updated date of the company account/record by InsideView Data Integrity.||Date/Time in both CRMs||
By default, the maximum length is 50 characters.
|InsideView Match Status||The company account matched status from InsideView Data Integrity.
When a CRM record is matched with Insideview data, InsideView Match Status is Matched else it is considered as Unmatched. Whenever a record is updated in the CRM, only at that time InsideView Data Integrity updates the matched status.
Possible values are MATCHED, UNMATCHED, and NOT PROCESSED.
Picklist in both CRMs
|Match Score||A match score is a number from 1 to100 that indicates the likelihood that a match obtained is accurate. Match scores provide insight into the quality of a matched record.||String in both CRMs||
By default, the maximum length is 3 digits.
Note: The InsideView Date Last Updated, InsideView Data Integrity Status, and InsideView Match Status custom fields are added ONLY for the account, contact, and lead objects in the Salesforce CRM.
List of Account and People Fields
Note: Download the Google Sheet to see picklist values.