The unique value that links ISS - Institutional Shareholder Services to Salesforce is the industry regulatory ID, CRD, which stands for Central Registration Depository. This is an official financial services industry regulatory ID never recycled, making it the ideal key to map to the Salesforce ID for your records. ISS - Institutional Shareholder Services determines a successful link to Accounts using Firm CRD and to Contacts and Leads using both Firm CRD and Rep CRD.

If your firm uses a Parent Account/Branch Account/Contact hierarchy, ISS - Institutional Shareholder Services’s unique Branch ID is also utilized to determine a link.

If a linked record has a change in ISS - Institutional Shareholder Services to any of the fields mapped to your CRM system, an update is triggered and new or different data is sent to Salesforce.

The ISS - Institutional Shareholder Services Search button allows you to add or update existing records at any time. Select the ISS - Institutional Shareholder Services Search button and click OK.

Once at the Direct Search Results page, select the radio button for the record that matches the one you want updated in Salesforce and then click the Update Record button.

ISS - Institutional Shareholder Services will then display a confirmation message. Click OK. Your Salesforce record will now be populated with values from ISS - Institutional Shareholder Services. If fields have been set for manual review, you will need to accept or reject these updates.