Accounts, Contacts, and Leads have the ISS - Institutional Shareholder Services Status field populated, alerting you that a record has been updated, there is an action that needs to be taken or key data is missing. This field is updated weekly if there is a change in Salesforce or ISS - Institutional Shareholder Services and contains one of the following statuses:
Linked – The link to ISS - Institutional Shareholder Services was successful and the data in your Salesforce record is identical to ISS - Institutional Shareholder Services.
Updated – An update from ISS - Institutional Shareholder Services has been applied to this record.
Update Available – An update is available for this record that requires your manual review.
Inactive – This record is populated with the required CRD/ID field(s) and had previously linked to ISS - Institutional Shareholder Services, but the record is no longer linked. A firm with an Inactive status is no longer active in the industry. A rep with an Inactive status, in most cases, either moved to another firm or is no longer active in the industry.
Pending Link – If a CRD/ID number is typed into Salesforce, the record is pending a link to ISS - Institutional Shareholder Services, which will take place weekly.
No ID – This record is missing the required CRD/ID field(s).
Not Found – This record is populated with at least one required CRD/ID field, but the Firm CRD/ID or Firm CRD/ID and Rep CRD combination was not found in ISS - Institutional Shareholder Services. This will occur in very limited cases and often will mean the rep is not in ISS - Institutional Shareholder Services.
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