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Intro

InsideSales provides an AI-based, growth acceleration platform for sales. You connect to your InsideSales account in the Data Center. This topic discusses the fields and menus that are specific to the InsideSales connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

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Prerequisites

To connect to your InsideSales account and create a DataSet, you must have the following:
  • Your InsideSales customer name
  • The username and password for your InsideSales account
  • Your InsideSales security token
For information about generating a security token, see http://community.insidesales.com/sf/…hconfiguration.

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Connecting to Your InsideSales Account

This section enumerates the options in the Credentials and Details panes in the InsideSales Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your InsideSales account. The following table describes what is needed for each field:

Field

Description

Customer

Enter your InsideSales customer name.

Username

Enter the username for your InsideSales account.

Password

Enter the password for your InsideSales account.

Security Token

Enter your InsideSales security token. For information about generating a security token, see http://community.insidesales.com/sf/…hconfiguration .

Once you have entered valid InsideSales credentials, you can use the same account any time you go to create a new InsideSales DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

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Details Pane

This pane contains a single menu in which you select an InsideSales report.

Menu

Description

Report

Select the InsideSales report you want to run. The following reports are available:

Accounts

Returns a list of accounts.

Campaigns

Returns a list of campaigns.

Cases

Returns a list of cases.

Contacts

Returns a list of contacts.

Deals

Returns a list of deals.

Employees

Returns a list of employees.

Events

Returns a list of events.

Leads

Returns a list of leads.

Notes

Returns a list of notes.

Tasks

Returns a list of tasks.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.