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Key concepts

About relationship scores

Scoring Mechanics

Teams and roles

About sharing

Security and Privacy

DotAlign Glossary

Using DotAlign Cloud

Data Sources

Upload LinkedIn connections

Marking people as private

Download to Excel

Events & interactions

Manual edits

Save to Salesforce

Entity alignment and identity auditing

DotAlign Market data

IT Administration

Pre-deployment preparation

Deployment

Post-deployment

Logging & Monitoring

Migrating from ADAL to MSAL

Database backups

Enabling events and interactions

Setting up Exchange access policy to restrict accessible mailboxes

Set up DotAlign for Outlook

Configuring the Azure web app using REST API

Network security

Using a custom Salesforce connected app from DotAlign

Managed Identity based access to MS Graph

Manual set up of DotAlign on Azure

API and Integrations

DotAlign Cloud Chrome and Edge browser extension

Accessing the Swagger API console

Providing DotAlign Cloud API access to services and background processes

DotAlign Cloud API data points

Exporting data into Microsoft SQL Server or Snowflake

Using service account creds to access the DotAlign API

Setting up a sync to Microsoft SQL Server or Snowflake

Exporting data into Salesforce

Managing your DotAlign deployment

Planning and onboarding

White labeling your DotAlign deployment

Restricted companies

All Categories ​>​ ​Managing your DotAlign deployment

Managing your DotAlign deployment

3 articles

Planning and onboarding

Getting a business case sign off and security sign off are usually the first two steps for any firm that intends to use DotAlign's relationship intelligence solution. The next step after that is usua…

Updated 1 year ago by Jaspreet Bakshi

White labeling your DotAlign deployment

By default, there is a DotAlign logo displayed on the top left of the application. If you'd like to change that to a logo of your firm for a white labeled look, you can do to Avatar > Admin settings…

Updated 1 year ago by Jaspreet Bakshi

Restricted companies

There are use cases that require limiting the visibility of some companies and their associated relationship information to only selected "privileged" users. For example, if the list of company inves…

Updated 3 months ago by Jaspreet Bakshi

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