NN Markedsdata application installation instruction

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "NN Markedsdata application installation instruction"

Transcription

1 NN Markedsdata application installation instruction This document is a guide for installing NN Markedsdata application to your Salesforce organization. Following instruction prepared for people with Salesforce administrator skills. Go thru the next steps to have NN App installed and ready for using 1. Install NN App package 2. Verify License Information and Limits 3. Set Up NN App users 4. Customize NN Markedsdata-to-Salesforce Field Mapping 5. Enable Data Cleansing with NN Markedsdata

2 1. Install NN App package Installing NN App is easy. Here s what you need to do. 1. In a browser, go to the installation URL: Note: If you re installing into a sandbox, replace the login.salesforce.com portion of the installation link with test.salesforce.com. The package is removed from your sandbox organization whenever you create a new sandbox copy. 2. Enter your username and password for the Salesforce organization in which you want to install the package, and then click the login button. Picture 1. Login using installation URL

3 3. In Enterprise, Performance, Unlimited, and Developer Editions, choose one of the following security options. Install for Admins Only Install for All Users Install for Specific Profiles Picture 2. Security options 4. Click Install. You ll see a message that describes the progress and a confirmation message after the installation is complete. During installation, Salesforce checks and verifies dependencies All unit tests for your organization are run, including the unit tests contained in the NN App package. If your installation fails, see Why did my installation or upgrade fail?. For more details about packages installation, see Salesforce documentation.

4 2. Verify License Information and Limits To get access to NN App at least one active license record should exists for your Salesforce organization. Verify licenses start and expiration dates, users, imports and updates limits under the NN License tab in NN MarkedsData application: Goto NN MarkedsData application Click NN Licenses tab Picture 3. NN App license

5 In case your Salesforce organization doesn t have any licenses you have two options: 1. Request trial period 2. Purchase full license Picture 4. No license created for Salesforce organization Request trial period In order to get trial access to NN App you need to request demo license: 1. Goto NN MarkedsData application, NN Licenses tab

6 2. Press Request Demo License button Picture 5. Request Demo License button 3. Populate your details and press Request Demo License button Picture 6. User details request form

7 4. Verify that license record with Demo checkbox is create Picture 7. New demo license Note. Demo license can be requested only once per Salesforce organization. Purchase full license To get full application access please contact 3C Consult.

8 3. Set Up NN App users Give users access to NN App so they can start taking advantage of NN MarkedsData rich database of accounts and contacts. 1. From Setup, enter Manage Users in the Quick Find box, then select Users. 2. On the Users page, click Edit next to the name of the user you want to enable. Picture 8. All Users page

9 3. Set NN MarkedsData User checkbox. Note. If NN MarkedsData User checkbox is not visible, please add it to User layout Picture 9. NN MarkedsData User checkbox 4. Click Save, or Save and New if you want to set up other users for NN App. Add NN MarkedsData User checkbox to the User layout At the first installation you need to add NN MarkedsData User checkbox to the User layout. 1. From Setup, enter Manage Users in the Quick Find box, then select Users. 2. On the Users page, click Full Name of any user.

10 3. Click Edit Layout at the top of the User layout Picture 10. User layout

11 4. Move NN MarkedsData User checkbox from Fields section to the layout Picture 11. Edit User layout 5. Click Save

12 4. Customize NN Markedsdata-to-Salesforce Field Mapping NN Mappings put NN Markedsdata values in the Salesforce account and contact fields where you want those values. Before mapping fields, make sure you understand how mapping works, what preparations to make, and what kind of results you should expect. Considerations for Mapping of NN Markedsdata and Salesforce Fields Field mappings apply when: 1. NN Markedsdata records are added to Salesforce (Using NN Search page) 2. Salesforce records are matched with NN Markedsdata records and cleaned either manually or with automated jobs Before you map fields, make sure you understand these potential outcomes and the related actions you should take. NN Markedsdata field mappings may conflict with any Salesforce field customizations (such as approvals, workflow rules, or Apex triggers) you use for accounts or contacts. Review and edit your customizations as needed so they will work with the values supplied by your mappings. You can skip mapping individual NN Markedsdata fields. If you map NN Markedsdata fields that do not have values, fields in Salesforce wont be erased even if Auto Update checkbox is set. If Auto Update checkbox is set, the field can be updated in Salesforce database without user interaction, either with Scheduled Data Cleansing Job or when record is matched. If Auto Update checkbox is not set, the field needs to be selected manually before updating in Salesforce. NN Markedsdata-to-Salesforce Field Mapping configuration 1. Goto NN Markedsdata application, NN Mappings tab.

13 2. Select object that you want to map Picture 12. Select mapped object 3. Find the field you want to map, and select the custom mapping from the list box next to the field. Note. Take into consideration that the mapped Salesforce field must be the same data type as the NN Markedsdata field. 4. Click Save NN Markedsdata fields type and description Not all NN Markedsdata fields are available for all Salesforce fields. To be mappable, the Salesforce field must be the same data type as the NN Markedsdata field. For example, the Company Status field can be mapped to a text field with 150 characters or more. Note. Create the custom fields in the object that you want to add them to before adding the fields from the NN Mappings page under NN Markedsdata application.

14 Company fields NN Markedsdata Company fields are mapped to Account object. Field name Type Description Advertising-protected flag checkbox Advertising-protected under the Danish Central Business Register Act. Company Form CVR Number string (100) integer Postal district/town string (50) string (50), Fax no. string (18), phone Year Established string (4), number Company Website string (50), URL HQ/Main Branch Of Company flag Number Of Employees (CVR no.) integer integer Public limited company, private limited company, etc. Company address Company established year Checked if the company is a main company. If not marked the company is a branch office. Number of employees for the whole of the legal entity (CVR no.). The figure sourced from the Central Business Register (the two figures entered in the Central Business Register s official ranges of the number of employees) or the Commerce and Companies Agency (an exact number from the company s accounts) Number Of Employees (P no.) integer Number of employees for the individual branch (P no.). The figure is calculated as the average of the two figures entered in the Central Business Register s official ranges of the number of employees. Company Name string (120) Parent Company flag checkbox Checked if the company has subsidiaries Phone no. string (18), phone P no. integer Production unit number in the Central Business Register Company Status string (100) Stock Quotation flag string (20) Checked if the company is listed on the stock exchange Street Address string (50) Street name + house no.

15 Subscription Rules TDF Name NACE Name string (255) string (120) string (255) Last Updated Date string (23), date Postcode integer Company s alternative name Semicolon separated list of Company's NACE Update date of the last update for the Master data, Trades, Company categories, Contact persons, Additional names, Subsidiaries, Owner-ship, Key data or Accountant data types

16 Finance Fields NN Markedsdata Finance fields are mapped to Account object. Note. All amounts in DKK 000. Field name Type Description Accounting Date Assets Date Available Funds Cash and cash equivalents Balance Balance sheet Capacity Ratio Contribution Ratio Credit Rating string (3) Current Assets Depreciations Fixed Assets Gross Profit Land And Buildings Provisions Profit/Loss For The Year Profit Ratio Finance Published Date Publication date of accounts Return On Assets Return on invested capital Return On Equity Solvency Ratio Stocks Turnover Financial Year string (4), number Accounts PDF Link string (93), URL Profit/Loss Before Tax In the case of a staggered financial year, this is the year preceding the closing date of the accounts URL link to the accounts in a PDF file.

17 Decision Makers Fields NN Markedsdata Decision Makers fields are mapped to Contact object. Field name Type Description First Name string (50) Decision maker first name Last Name string (50) Decision maker last name Group string (50) Category. E.g. Board of Directors, Management Board, etc. Job Title string (50) Decision maker job title

18 5. Enable Data Cleansing with NN Markedsdata Configure NN Markedsdata Data Cleansing so your organization can keep account records up to date manually or with automated jobs. Manual Data Cleansing So that users can use Data Cleansing feature to update accounts manually, you need to add buttons to your Account page layouts and configure Data Mappings. Enable NN Markedsdata Data Cleansing in Data Mappings Using Data Mapping you can chose which fields will be available for Manual Data Cleansing. 1. Goto NN Markedsdata application, NN Mappings tab. 2. Set Manual Update checkbox for the fields that should be available for Manual Data Cleansing. 3. Click Save Configure Page Layouts for NN Markedsdata Data Cleansing So that users can use Data Cleansing feature to update accounts manually, you need to add buttons to your Account page layouts. 1. From the object management settings for accounts, go to Page Layouts. 2. From the list of page layouts, click Edit next to the layout(s) your users will use. 3. From the list of page element categories, click Buttons. Drag the Get NN Data and NN MarkedsData buttons into place on the page. 4. Click Save. Automatic Data Cleansing You can set up automated job to clean your account records. Considerations for Scheduling NN Markedsdata Cleansing Job Job are queued according to your scheduling settings Field Mapping needs to be configured before Data Cleansing Job scheduled Auto Update flag should be set for fields that need to be auto updated. Job only process records that have TDC ID field populated If a sync job is scheduled to run, it runs even if no records have changed. Job do not process contact records. Data Cleansing Job uses Updates Limit of active NN License Enable Automatic Data Cleansing in Data Mappings Using Data Mapping you can chose which fields will be available for Manual Data Cleansing. 1. Goto NN MarkedsData application, NN Mappings tab. 2. Set Auto Update checkbox for the fields that should be available for Manual Data Cleansing. 3. Click Save

19 Schedule NN Markedsdata Cleansing Job 1. From Setup, enter Apex Classes in the Quick Find box, then select Apex Classes under the Develop section. 2. Press Schedule Apex button 3. Set Job Name 4. Select ScheduledAccountCleansing in the Lookup window behind the Apex Class field 5. Select the period and the days of the week when you want job to run. 6. Click Save

Salesforce Integration. Installation Manual Release

Salesforce Integration. Installation Manual Release Salesforce Integration Installation Manual Release Table of Contents Salesforce Integration... Error! Bookmark not defined. 1. Integration with LeadForce1(Manual)... 3 2. Integration with LeadForce1 (Automated

More information

SpringCM Troubleshooting Guide for Salesforce

SpringCM Troubleshooting Guide for Salesforce SpringCM Troubleshooting Guide for Salesforce July 2013 TABLE OF CONTENTS FAQS:... 3 WHY DID I NOT RECEIVE A SPRINGCM ACTIVATION EMAIL?... 3 WHY DON T MY SALESFORCE USERS HAVE ACCESS TO SPRINGCM?... 3

More information

TimeTrade Salesforce Connector Administrator Guide

TimeTrade Salesforce Connector Administrator Guide TimeTrade Salesforce Connector Administrator Guide TimeTrade Systems, Inc. Step- by- step instructions for installing and configuring the Salesforce Connector Installation & Configuration Guide Table of

More information

How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS

How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS HOW-TO GUIDE EMAIL MARKE TING How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS INSIGHT PROVIDED BY www.constantcontact.com 1-866-876-8464 This guide is

More information

Configuration Guide - OneDesk to SalesForce Connector

Configuration Guide - OneDesk to SalesForce Connector Configuration Guide - OneDesk to SalesForce Connector Introduction The OneDesk to SalesForce Connector allows users to capture customer feedback and issues in OneDesk without leaving their familiar SalesForce

More information

DocuSign Connect for Salesforce Guide

DocuSign Connect for Salesforce Guide Information Guide 1 DocuSign Connect for Salesforce Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign

More information

Brainshark/Salesforce.com Integration Installation Procedures

Brainshark/Salesforce.com Integration Installation Procedures Page1 Brainshark/Salesforce.com Integration Installation Procedures The Brainshark/Salesforce integration allows Salesforce users to send emails containing links to Brainshark presentations from a contact

More information

LiveText for Salesforce Quick Start Guide

LiveText for Salesforce Quick Start Guide LiveText for Salesforce Quick Start Guide (C) 2014 HEYWIRE BUSINESS ALL RIGHTS RESERVED LiveText for Salesforce Quick Start Guide Table of Contents Who should be looking at this document... 3 Software

More information

How to Integrate Salesforce with Your Constant Contact Account

How to Integrate Salesforce with Your Constant Contact Account HOW-TO GUIDE EMAIL MARKETING How to Integrate Salesforce with Your Constant Contact Account FOR PROFESSIONAL & GROUP EDITIONS INSIGHT PROVIDED BY www.constantcontact.com 1-866-876-8464 This guide is to

More information

Marketo Integration Setup Guide

Marketo Integration Setup Guide Page 1 of 30 Table of Contents About the RingLead Integration with Marketo Create the Marketo Webhook - Response Mapping - Configure Webhook Response Mapping Create the Marketo Program and Campaign - Create

More information

QAS Small Business for Salesforce CRM

QAS Small Business for Salesforce CRM INTRODUCTION This document provides an overview of integrating and configuring QAS for Salesforce CRM. It will take you through the standard integration and configuration process and also provides an appendix

More information

Integrating LivePerson with Salesforce

Integrating LivePerson with Salesforce Integrating LivePerson with Salesforce V 9.2 March 2, 2010 Implementation Guide Description Who should use this guide? Duration This guide describes the process of integrating LivePerson and Salesforce

More information

Document revision 1.9

Document revision 1.9 Document revision 1.9 INSTALLATION & PRE-REQUISITES - REQUIRED... 3 COUNTRY AUTOCOMPLETE MENU - OPTIONAL... 4 VALIDATATION & STANDARDIZATION OPTIONS... 7 FIELDS TO VALIDATE & STANDARDIZE... 9 QUICKCOMPLETE

More information

Volunteers for Salesforce Installation & Configuration Guide Version 3.76

Volunteers for Salesforce Installation & Configuration Guide Version 3.76 Volunteers for Salesforce Installation & Configuration Guide Version 3.76 July 15, 2015 Djhconsulting.com 1 CONTENTS 1. Overview... 4 2. Installation Instructions... 4 2.1 Requirements Before Upgrading...

More information

Hubcase for Salesforce Installation and Configuration Guide

Hubcase for Salesforce Installation and Configuration Guide Hubcase for Salesforce Installation and Configuration Guide Note: This document is intended for system administrator, and not for end users. Installation and configuration require understanding of both

More information

Self-Service Password Manager

Self-Service Password Manager WWW.ROSE-HULMAN.EDU/EIT OFFICE OF ENTERPRISE INFORMATION TECHNOLOGY Self-Service Password Manager Rose-Hulman Institute of Technology has implemented a self-service password manager that provides an easy-to-use

More information

Set Up and Maintain Customer Support Tools

Set Up and Maintain Customer Support Tools Set Up and Maintain Customer Support Tools Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

License Management and Support Guide

License Management and Support Guide License Management and Support Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 8, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Salesforce Installation and Customization Guide for Professional Edition Users

Salesforce Installation and Customization Guide for Professional Edition Users Salesforce Installation and Customization Guide for Professional Edition Users Note: You must have an active Response Wise account. The Response Wise Salesforce App will not work with trial accounts. Please

More information

Free Medical Billing. Insurance Payment Posting: The following instructions will help guide you through Insurance Payment Posting Procedures.

Free Medical Billing. Insurance Payment Posting: The following instructions will help guide you through Insurance Payment Posting Procedures. : The following instructions will help guide you through Procedures. Click Windows Start Button Click Open Internet Browser Enter Https://www.FreeMedicalBilling.net Click Login to Your Account Enter Username:

More information

Configuring Integration Between Multichannel and Salesforce.com

Configuring Integration Between Multichannel and Salesforce.com Configuring Integration Between Multichannel and Salesforce.com Copyright 2013-2014 LiveOps Inc. All rights reserved. LiveOps, LiveOps Applications, LiveOps Authoring, LiveOps Insight, LiveOps Social and

More information

for Salesforce CRM INSTALLATION GUIDE February 2011 www.crm.hoovers.com/salesforce

for Salesforce CRM INSTALLATION GUIDE February 2011 www.crm.hoovers.com/salesforce for Salesforce CRM INSTALLATION GUIDE February 2011 www.crm.hoovers.com/salesforce Table of Contents Before You Begin... 3 First Time Installing Access Hoover s... 3 Updating Access Hoover s... 3 Note

More information

MARKETO LEAD MANAGEMENT APP INSTALLATION AND SYNCHRONIZATION WITH SALESFORCE. Installation Guide Version 1.2

MARKETO LEAD MANAGEMENT APP INSTALLATION AND SYNCHRONIZATION WITH SALESFORCE. Installation Guide Version 1.2 MARKETO LEAD MANAGEMENT APP INSTALLATION AND SYNCHRONIZATION WITH SALESFORCE Installation Guide Version 1.2 CONTENTS INSTALLATION AND SYNCHRONIZATION OVERVIEW... 2 STEP 1: SET UP REQUIRED PERMISSIONS IN

More information

License Management App 2.1 Administration and User Guide

License Management App 2.1 Administration and User Guide Salesforce.com: Winter '11 License Management App 2.1 Administration and User Guide Last updated: November 30, 2010 Copyright 2000-2010 salesforce.com, inc. All rights reserved. Salesforce.com is a registered

More information

XTIVIA, Inc. Vicinity for Salesforce Installation Guide

XTIVIA, Inc. Vicinity for Salesforce Installation Guide XTIVIA, Inc. Vicinity for Salesforce Installation Guide Vicinity for Salesforce Our Mission XTIVIA, Inc. offers expertise in CRM applications, business process optimization, and Sales Consulting services

More information

Egnyte for Salesforce v2.1 Administrator s Guide

Egnyte for Salesforce v2.1 Administrator s Guide Egnyte for Salesforce v2.1 Administrator s Guide Overview Egnyte Tabs Egnyte Domain Configuration Egnyte Sync Configurations Creating Sync Configurations for standard and/or custom objects Creating folder

More information

Table of Contents. Copyright 2010-2015 Symphonic Source, Inc. All rights reserved. Salesforce is a registered trademark of salesforce.

Table of Contents. Copyright 2010-2015 Symphonic Source, Inc. All rights reserved. Salesforce is a registered trademark of salesforce. DupeCatcher is a real-time deduplication app designed specifically for Salesforce. It is a 100% APEX developed and deployed managed package, and is installed via the Salesforce AppExchange, eliminating

More information

Simple Membership Plugin Setup Documentation

Simple Membership Plugin Setup Documentation Simple Membership Plugin Setup Documentation After you install the membership plugin, you need to create a membership level. You can create as many membership levels as you want. Membership levels allow

More information

Configuring Salesforce

Configuring Salesforce Chapter 94 Configuring Salesforce The following is an overview of how to configure the Salesforce.com application for singlesign on: 1 Prepare Salesforce for single sign-on: This involves the following:

More information

InsideView Lead Enrich Setup Guide for Marketo

InsideView Lead Enrich Setup Guide for Marketo InsideView Lead Enrich Setup Guide for Marketo ... 1 Step 1: Sign up for InsideView for Marketing... 1 Step 2: Create Custom Fields... 3 Step 3: Create a Webhook for InsideView for Marketing... 5 Step

More information

Zendesk + Salesforce. Step-by-Step Guide to Integrating Zendesk and Salesforce. www.zendesk.com

Zendesk + Salesforce. Step-by-Step Guide to Integrating Zendesk and Salesforce. www.zendesk.com Zendesk + Salesforce Step-by-Step Guide to Integrating Zendesk and Salesforce www.zendesk.com 2 Table of Contents Introduction Getting Started Page 1 Step 1: Installing the Zendesk for Salesforce App in

More information

Setting Up Person Accounts

Setting Up Person Accounts Setting Up Person Accounts Salesforce, Summer 15 @salesforcedocs Last updated: June 30, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Creating a Public Knowledge Base with Salesforce Knowledge

Creating a Public Knowledge Base with Salesforce Knowledge Salesforce.com: Spring 13 Creating a Public Knowledge Base with Salesforce Knowledge Last updated: February 1, 2013 Copyright 2000 2013 salesforce.com, inc. All rights reserved. Salesforce.com is a registered

More information

Salesforce: MFS-S2S Extension

Salesforce: MFS-S2S Extension Salesforce: MFS-S2S Extension Introduction: Data migration in Salesforce is certainly a sensitive thing and it can be achieved in various ways using various Data Migration tools. There is another mode

More information

INSTALLATION GUIDE. Installing PhoneBurner for Salesforce. PhoneBurner for Salesforce

INSTALLATION GUIDE. Installing PhoneBurner for Salesforce. PhoneBurner for Salesforce PhoneBurner for Salesforce INSTALLATION GUIDE! Installing PhoneBurner for Salesforce PhoneBurner s power dialer dramatically boosts live client interactions and overall productivity by 447%. PhoneBurner

More information

SpringCM Integration Guide. for Salesforce

SpringCM Integration Guide. for Salesforce SpringCM Integration Guide for Salesforce September 2014 Introduction You are minutes away from fully integrating SpringCM into your Salesforce account. The SpringCM Open Cloud Connector will allow you

More information

Salesforce Classic Guide for iphone

Salesforce Classic Guide for iphone Salesforce Classic Guide for iphone Version 37.0, Summer 16 @salesforcedocs Last updated: July 12, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal

Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal This Application Note provides instructions for configuring Apps settings on the Cisco OnPlus Portal and Autotask application settings

More information

SETTING UP SALESFORCE ORDERS FOR YOUR ORGANIZATION

SETTING UP SALESFORCE ORDERS FOR YOUR ORGANIZATION SETTING UP SALESFORCE ORDERS FOR YOUR ORGANIZATION Summary Use orders to automate your organization s post-deal process. Create orders using your contract and account data in Salesforce. Then, track order

More information

Protection! A d m i n i s t r a t o r G u i d e. v 1. O. S a l e s F o r c e C o n n e c t o r. Protect your investments with Protection!

Protection! A d m i n i s t r a t o r G u i d e. v 1. O. S a l e s F o r c e C o n n e c t o r. Protect your investments with Protection! jproductivity LLC Protect your investments with Protection! Protection! tm S a l e s F o r c e C o n n e c t o r v 1. O A d m i n i s t r a t o r G u i d e http://www.jproductivity.com Revision 336-8/10/2011

More information

LiveText Agent for Salesforce Installation Guide

LiveText Agent for Salesforce Installation Guide LiveText Agent for Salesforce Installation Guide (C) 2015 HEYWIRE ALL RIGHTS RESERVED LiveText Agent for Salesforce Installation Guide Table of Contents Who should be looking at this document... 3 Software

More information

IMPLEMENTING DATA.COM CLEAN FOR ACCOUNTS, CONTACTS, AND LEADS

IMPLEMENTING DATA.COM CLEAN FOR ACCOUNTS, CONTACTS, AND LEADS IMPLEMENTING DATA.COM CLEAN FOR ACCOUNTS, CONTACTS, AND LEADS Data.com Clean Overview In addition to finding and adding new accounts, contacts, and leads, Data.com cleans your existing Salesforce data

More information

OET Cloud Services Getting Started Guide

OET Cloud Services Getting Started Guide OET Cloud Services Getting Started Guide Introduction OET Cloud Services uses Google Drive to let you store and access OET files anywhere -- on the web, and access them on your PC, or on any device connected

More information

ADMINISTRATOR QUICK SETUP GUIDE FOR AVENTION FOR SALESFORCE

ADMINISTRATOR QUICK SETUP GUIDE FOR AVENTION FOR SALESFORCE ADMINISTRATOR QUICK SETUP GUIDE FOR AVENTION FOR SALESFORCE Version 1.1 April 8th, 2014 This guide assumes you have successfully installed Avention for Salesforce. If not, see the Installation guide which

More information

For details about using automatic user provisioning with Salesforce, see Configuring user provisioning for Salesforce.

For details about using automatic user provisioning with Salesforce, see Configuring user provisioning for Salesforce. Chapter 41 Configuring Salesforce The following is an overview of how to configure the Salesforce.com application for singlesign on: 1 Prepare Salesforce for single sign-on: This involves the following:

More information

NAS 221 Remote Access Using Cloud Connect TM

NAS 221 Remote Access Using Cloud Connect TM NAS 221 Remote Access Using Cloud Connect TM Access the files on your NAS remotely with Cloud Connect TM A S U S T O R C O L L E G E COURSE OBJECTIVES Upon completion of this course you should be able

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

SpringCM Integration Guide. for Salesforce

SpringCM Integration Guide. for Salesforce SpringCM Integration Guide for Salesforce January 2013 Introduction You are minutes away from fully integrating SpringCM into your Salesforce account. The SpringCM Open Cloud Connector will allow you to

More information

Open Directory. Contents. Before You Start 2. Configuring Rumpus 3. Testing Accessible Directory Service Access 4. Specifying Home Folders 4

Open Directory. Contents. Before You Start 2. Configuring Rumpus 3. Testing Accessible Directory Service Access 4. Specifying Home Folders 4 Contents Before You Start 2 Configuring Rumpus 3 Testing Accessible Directory Service Access 4 Specifying Home Folders 4 Open Directory Groups 6 Maxum Development Corp. Before You Start Open Directory

More information

Getting Started With Citrix ShareFile

Getting Started With Citrix ShareFile Guide Getting Started With Citrix ShareFile Learn the basics of your ShareFile account. Plus, get the answers to some of our most frequently asked how-to questions. ShareFile.com Welcome to ShareFile!

More information

DocuSign for Salesforce Administrator Guide v6.1.1 Rev A Published: July 16, 2015

DocuSign for Salesforce Administrator Guide v6.1.1 Rev A Published: July 16, 2015 DocuSign for Salesforce Administrator Guide v6.1.1 Rev A Published: July 16, 2015 Copyright Copyright 2003-2015 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights

More information

Installation and Configuration Guide for

Installation and Configuration Guide for Installation and for Brickwork Version: 4.1506 Last Updated: February 13 th, 2014 Table of Contents 1 Document Version... 4 2 Contact Information... 5 3 Overview... 6 3.1 Brickwork Overview... 6 3.2 Custom

More information

Setting Up Person Accounts

Setting Up Person Accounts Setting Up Person Accounts Salesforce, Winter 16 @salesforcedocs Last updated: November 4, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Engage for Salesforce Documentation 11/2/2015

Engage for Salesforce Documentation 11/2/2015 Engage for Salesforce Documentation 11/2/2015 Overview What is Engage for Salesforce? Engage for Salesforce is a Salesforce application (available from the AppExchange) integrating the leading advocacy

More information

Entitlement Management Implementation Guide

Entitlement Management Implementation Guide Entitlement Management Implementation Guide Salesforce, Summer 15 @salesforcedocs Last updated: July 13, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Installing and Sending with DocuSign for NetSuite v2.2

Installing and Sending with DocuSign for NetSuite v2.2 DocuSign Quick Start Guide Installing and Sending with DocuSign for NetSuite v2.2 This guide provides information on installing and sending documents for signature with DocuSign for NetSuite. It also includes

More information

Guide to PayPal Account Setup

Guide to PayPal Account Setup Guide to PayPal Account Setup for Use with PeerTrack and Commerce Manager Version 08.28.15 Overview Commerce Manager is the solution that allows PeerTrack publications to seamlessly integrate commerce

More information

Livezilla How to Install on Shared Hosting http://www.jonathanmanning.com By: Jon Manning

Livezilla How to Install on Shared Hosting http://www.jonathanmanning.com By: Jon Manning Livezilla How to Install on Shared Hosting By: Jon Manning This is an easy to follow tutorial on how to install Livezilla 3.2.0.2 live chat program on a linux shared hosting server using cpanel, linux

More information

Administrator Quick Setup Guide for OneSource for Salesforce

Administrator Quick Setup Guide for OneSource for Salesforce Administrator Quick Setup Guide for OneSource for Salesforce This guide assumes you have successfully installed OneSource for Salesforce. If not, see the Installation Guide located at http:///crm/salesforce/installationguide.pdf.

More information

Egnyte Single Sign-On (SSO) Installation for OneLogin

Egnyte Single Sign-On (SSO) Installation for OneLogin Egnyte Single Sign-On (SSO) Installation for OneLogin To set up Egnyte so employees can log in using SSO, follow the steps below to configure OneLogin and Egnyte to work with each other. 1. Set up OneLogin

More information

Eastern Bank TreasuryConnect Security Center User Manual

Eastern Bank TreasuryConnect Security Center User Manual Eastern Bank TreasuryConnect Security Center User Manual This user manual provides instructions for using the Password Reset feature and accessing services found within the Security Center Group. The services

More information

Entitlement Management Implementation Guide

Entitlement Management Implementation Guide Entitlement Management Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: November 6, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

Click-To-Talk. ZyXEL IP PBX License IP PBX LOGIN DETAILS. Edition 1, 07/2009. LAN IP: https://192.168.1.12 WAN IP: https://172.16.1.1.

Click-To-Talk. ZyXEL IP PBX License IP PBX LOGIN DETAILS. Edition 1, 07/2009. LAN IP: https://192.168.1.12 WAN IP: https://172.16.1.1. Click-To-Talk ZyXEL IP PBX License Edition 1, 07/2009 IP PBX LOGIN DETAILS LAN IP: https://192.168.1.12 WAN IP: https://172.16.1.1 Username: admin Password: 1234 www.zyxel.com Copyright 2009 ZyXEL Communications

More information

It is recommended that you use a clean installation of Lion client before upgrading to Lion Server.

It is recommended that you use a clean installation of Lion client before upgrading to Lion Server. Wazza s Lion Server QuickStart 1. Installing Lion Server About this Document This document is the first in a series of documents describing the process of installing and configuring a Mac OS X 10.7 Server

More information

Customize Bluefin Payment Processing app to meet the needs of your business. Click here for detailed documentation on customizing your application

Customize Bluefin Payment Processing app to meet the needs of your business. Click here for detailed documentation on customizing your application STEP 1 Download and install Bluefin Payment Processing app STEP 2 Sign up for a Bluefin merchant account Once you install the application, click the Get Started link from the home page to get in touch

More information

Installation & Configuration Guide Professional Edition

Installation & Configuration Guide Professional Edition Installation & Configuration Guide Professional Edition Version 2.3 Updated January 2014 Table of Contents Getting Started... 3 Introduction... 3 Requirements... 3 Support... 4 Recommended Browsers...

More information

ISVforce Guide. Version 35.0, Winter 16. @salesforcedocs

ISVforce Guide. Version 35.0, Winter 16. @salesforcedocs ISVforce Guide Version 35.0, Winter 16 @salesforcedocs Last updated: vember 12, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Administrator s Guide ALMComplete Support Ticket Manager

Administrator s Guide ALMComplete Support Ticket Manager Administrator s Guide ALMComplete Support Ticket Manager This guide provides an overview of ALMComplete s Support Manager with setup instructions. SoftwarePlanner Release 9.6.0 and higher April 2011 1

More information

Genius in Salesforce.com Pre- Installation Setup

Genius in Salesforce.com Pre- Installation Setup Genius in Salesforce.com Pre- Installation Setup Contents Introduction... 3 License Level... 3 Salesforce Profile Permission... 3 Administration Permissions:... 3 General User Permissions:... 4 Standard

More information

ATTENTION: End users should take note that Main Line Health has not verified within a Citrix

ATTENTION: End users should take note that Main Line Health has not verified within a Citrix Subject: Citrix Remote Access using PhoneFactor Authentication ATTENTION: End users should take note that Main Line Health has not verified within a Citrix environment the image quality of clinical cal

More information

OneLogin Integration User Guide

OneLogin Integration User Guide OneLogin Integration User Guide Table of Contents OneLogin Account Setup... 2 Create Account with OneLogin... 2 Setup Application with OneLogin... 2 Setup Required in OneLogin: SSO and AD Connector...

More information

Account Activation. Guide

Account Activation. Guide Account Activation Guide Table of Contents Introduction... 3 Activating Your Account... 3 Activation Step 1: Identity Verification... 3 Activation Step 2: User Information... 5 Verify Account Information...

More information

HowTo. Planning table online

HowTo. Planning table online HowTo Project: Description: Planning table online Installation Version: 1.0 Date: 04.09.2008 Short description: With this document you will get information how to install the online planning table on your

More information

Salesforce-Wrike Integration Setup Manual

Salesforce-Wrike Integration Setup Manual Salesforce-Wrike Integration Setup Manual This document has been designed for Salesforce administrators. It will guide you through the setup process for the integration between your Salesforce instance

More information

Getting Started with the Aloha Community Template for Salesforce Identity

Getting Started with the Aloha Community Template for Salesforce Identity Getting Started with the Aloha Community Template for Salesforce Identity Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved.

More information

Salesforce Classic User Guide for Android

Salesforce Classic User Guide for Android Salesforce Classic User Guide for Android Version 37.0, Summer 16 @salesforcedocs Last updated: July 12, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

iglobe CRM SharePoint App Documentation Version 1.0.0.12 Thursday, January 30, 2014 Support contact iglobe: support@iglobe.dk

iglobe CRM SharePoint App Documentation Version 1.0.0.12 Thursday, January 30, 2014 Support contact iglobe: support@iglobe.dk Tuborg Boulevard 12,3 sal 2900 Hellerup, Denmark Phone: +45 28800025 URL: www.iglobe.dk iglobe CRM SharePoint App Version 1.0.0.12 Thursday, January 30, 2014 Support contact iglobe: support@iglobe.dk Contents

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you to: Validate bank numbers Validate ID numbers Access number tips Release funds to your bank Transfer

More information

Egnyte Single Sign-On (SSO) Installation for Okta

Egnyte Single Sign-On (SSO) Installation for Okta w w w. e g n y t e. c o m Egnyte Single Sign-On (SSO) Installation for Okta To set up Egnyte so employees can log in using SSO, follow the steps below to configure Okta and Egnyte to work with each other.

More information

Salesforce Integration

Salesforce Integration Salesforce Integration 2015 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective

More information

Identity Implementation Guide

Identity Implementation Guide Identity Implementation Guide Version 35.0, Winter 16 @salesforcedocs Last updated: October 27, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of

More information

Qvidian Playbooks & Salesforce Setup Guide. Fall Release 2013

Qvidian Playbooks & Salesforce Setup Guide. Fall Release 2013 Qvidian Playbooks & Salesforce Setup Guide Fall Release 2013 Last Updated: 11/12/2013 Introduction Welcome to Qvidian Sales Playbooks & Analytics! This guide is directed toward CRM Administrators, Playbook

More information

Case Management Implementation Guide

Case Management Implementation Guide Case Management Implementation Guide Salesforce, Summer 15 @salesforcedocs Last updated: June 30, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Chatter Answers Implementation Guide

Chatter Answers Implementation Guide Chatter Answers Implementation Guide Salesforce, Summer 16 @salesforcedocs Last updated: May 27, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

RingCentral for Salesforce. Administrator Guide

RingCentral for Salesforce. Administrator Guide RingCentral for Salesforce Administrator Guide 1 RingCentral for Salesforce Administrator Guide Introduction Contents Introduction... 3 About RingCentral for Salesforce.................................................

More information

Salesforce Opportunities Portlet Documentation v2

Salesforce Opportunities Portlet Documentation v2 Salesforce Opportunities Portlet Documentation v2 From ACA IT-Solutions Ilgatlaan 5C 3500 Hasselt liferay@aca-it.be Date 29.04.2014 This document will describe how the Salesforce Opportunities portlet

More information

USER GUIDE PowerAttachment CRM 2013 2015

USER GUIDE PowerAttachment CRM 2013 2015 USER GUIDE PowerAttachment CRM 2013 2015 Contents Overview Configuring PowerAttachment Location Type URL Username Password Document Library SharePoint Type SharePoint Domain Attachment Types Email Cycle

More information

Chatter Answers Implementation Guide

Chatter Answers Implementation Guide Chatter Answers Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: October 16, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Force.com Sites Implementation Guide

Force.com Sites Implementation Guide Force.com Sites Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: October 16, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Cloudfinder for Office 365 User Guide. November 2013

Cloudfinder for Office 365 User Guide. November 2013 1 Contents Getting started with Cloudfinder for Office 365 1... 3 Sign up New Cloudfinder user... 3 Sign up Existing Cloudfinder user... 4 Setting the Admin Impersonation... 4 Initial backup... 7 Inside

More information

Salesforce Customer Portal Implementation Guide

Salesforce Customer Portal Implementation Guide Salesforce Customer Portal Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

Integrating ConnectWise Service Desk Ticketing with the Cisco OnPlus Portal

Integrating ConnectWise Service Desk Ticketing with the Cisco OnPlus Portal Integrating ConnectWise Service Desk Ticketing with the Cisco OnPlus Portal This Application Note explains how to configure ConnectWise PSA (Professional Service Automation) application settings and Cisco

More information

Installing Apps from the AppExchange

Installing Apps from the AppExchange Installing Apps from the AppExchange Salesforce Winter 06 Copyright 2000-2006 salesforce.com, inc. All rights reserved. Various trademarks held by their respective owners. W HAT IS THE APPE XCHANGE? What

More information

ClickMeeting for Salesforce. User Manual

ClickMeeting for Salesforce. User Manual ClickMeeting for Salesforce User Manual Table of Contents Introduction... 2 Admin Manual... 3 Installation Package... 3 Installing and Configuring the Application... 4 Syncing Events... 5 Access to Historical

More information

Cloudfinder for Salesforce User Guide. November 2013

Cloudfinder for Salesforce User Guide. November 2013 1 Contents Getting started with Cloudfinder for Salesforce 1... 3 Sign up New Cloudfinder user... 3 Sign up Existing Cloudfinder user... 4 Setting up Cloudfinder access... 4 Initial Backup... 5 First log-in...

More information

We hope that you ll find the setting up of your account easy and fun to do!

We hope that you ll find the setting up of your account easy and fun to do! Version 1.2 Let s Get Started! Welcome to sipgate! This guide will help you with the basic setup of your account. As soon as you are logged in as an administrator you can start to configure sipgate to

More information

DDNS Management System User Manual V1.0

DDNS Management System User Manual V1.0 DDNS Management System User Manual V1.0 1 03/01/2012 Table of Contents 1. Introduction.3 2. Network Configuration 3 2.1. Configuring DDNS locally through DVR Menu..3 2.2. Configuring DDNS through Internet

More information

Case Management Implementation Guide

Case Management Implementation Guide Case Management Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: October 30, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

iglobe CRM SharePoint App Documentation

iglobe CRM SharePoint App Documentation 8/31/2014 iglobe CRM SharePoint App Documentation Apply to app version 1.1.0.2 Alon Ekelund Tuborg Boulevard 12,3 sal 2900 Hellerup Denmark Phone: +45 28800025 Support: support@iglobe.dk Other question:

More information

HTML Form Widgets. Review: HTML Forms. Review: CGI Programs

HTML Form Widgets. Review: HTML Forms. Review: CGI Programs HTML Form Widgets Review: HTML Forms HTML forms are used to create web pages that accept user input Forms allow the user to communicate information back to the web server Forms allow web servers to generate

More information