ADMINISTRATOR QUICK SETUP GUIDE FOR AVENTION FOR SALESFORCE

Transcription

1 ADMINISTRATOR QUICK SETUP GUIDE FOR AVENTION FOR SALESFORCE Version 1.1 April 8th, 2014

2 This guide assumes you have successfully installed Avention for Salesforce. If not, see the Installation guide which can be accessed and downloaded from here. To configure Avention for Salesforce after installation, follow these steps: Configure Pop-up Blockers 1. If your web browser is configured to block pop-up windows, add *.avention.com, *.onesource.com and *.salesforce.com to the list of web sites allowed to open pop-up windows.! Please inform other users in your organization to do the same. Set Salesforce Security Settings 2. Click Setup > Administration Setup > Security Controls > Session Settings. 3. In the Session Settings section, confirm that Lock sessions to the IP address from which they originated is unchecked. (If checked, un-check it and click Save.) Set AVID Field-Level Security NOTE: Steps 4 to 13 are for Enterprise and Unlimited/Performance ONLY. Skip to step 14 if you have Professional Edition. 4. Click Setup > App Setup > Customize > Leads > Fields.! You must have the Customize Application permission to set field-level security in Salesforce. 5. Scroll down to the Lead Custom Fields & Relationships section and click the AVID field for Avention for Salesforce. 6. Click Set Field-Level Security at the top of the page. 2

3 7. Make sure that the Visible check-box is checked and the Read-Only check-box is unchecked for all profiles. 8. Click Save. 9. Click Setup > App Setup > Customize > Accounts > Fields.! You must have the Customize Application permission to set field-level security in Salesforce. 10. Scroll down to the Account Custom Fields & Relationships section and click the AVID field for Avention for Salesforce. 11. Click Set Field-Level Security at the top of the page. 3

4 12. Make sure that the Visible check-box is checked and the Read-Only check-box is unchecked for all profiles. 13. Click Save. Add the Account Quick View and AVID Field to the Account Page Layout 14. Click Setup > App Setup > Customize > Accounts > Page Layouts.! You must have the Customize Application permission to edit page layouts in Salesforce. 15. Click Edit to modify the relevant page layout.! You may also need to select a layout name. 16. Find the AVID field among the list of fields at the top of the page, and drag and drop it into the page layout. 4

5 17. Click VisualForce Pages, drag a new Section into your page layout, and then: a. Enter Avention as the Section Name. b. Uncheck Edit Page so that the QuickView is only visible on the Detail Page. c. Set Layout to 1-Column and click OK. 18. Drag and drop the Account Quick View into the new Avention section. 5

6 19. Set the height to 500px. 20. Click Preview to review the page layout.! You can Preview As and select the appropriate profile. Make sure that your page layout is not cluttered and the Avention section is visible. 21. Click Save to finish. Add the Lead Quick View and AVID Field to the Lead Page Layout 22. Click Setup > App Setup > Customize > Leads > Page Layouts.! You must have the Customize Application permission to edit page layouts in Salesforce. 23. Click Edit to modify the relevant page layout. 6

7 ! You may also need to select a layout name. 24. Find the AVID field among the list of fields at the top of the page, and drag and drop it into the page layout. 25. Click Visualforce Pages, drag a new Section into your page layout, and then: a. Enter Avention as the Section Name. b. Uncheck Edit Page so that the QuickView is only visible on the Detail Page. c. Set Layout to 1-Column and click OK. 26. Drag and drop the Avention Lead Quick View into the new Avention section. 7

8 27. Set the height to 500px. 28. Click Preview to review the page layout.! *You can Preview As and select the appropriate profile. Make sure that your page layout is not cluttered and the Avention section is visible. 29. Click Save to finish. Add the Opportunity Quick View to the Opportunity Page Layout 30. Click Setup > App Setup > Customize > Opportunities > Page Layouts.! You must have the Customize Application permission to edit page layouts in Salesforce. 31. Click Edit to modify the relevant page layout.! You may also need to select a layout name. 32. Click Visualforce Pages, drag a new Section into your page layout, and then: a. Enter Avention as the Section Name. b. Uncheck Edit Page so that the QuickView is only visible on the Detail Page c. Set Layout to 1-Column and click OK. 8

9 33. Drag and drop the Avention Opportunity QuickView into the new Avention section. 9

10 34. Set the height to 500px. 35. Click Preview to review the page layout.! You can Preview As and select the appropriate profile. Make sure that your page layout is not cluttered and the Avention section is visible. 36. Click Save to finish. Map the Lead AVID Field to the Account AVID Field 37. Click Setup > App Setup > Customize > Leads > Fields.! You must have the Customize Application permission to map Lead fields in Salesforce. 38. Scroll down to the Lead Custom Fields & Relationships section and click Map Lead Fields. 39. Find the AVID field among the list of custom fields and map it to Account.AVID.! This will enable the Avention unique identifier for the company to persist if a Lead is converted to an Opportunity record. 40. Click Save to finish. Set User Rights by Profile 41. Verify that Avention is selected in the application list at the top-right of the page. If not, select it now. 10

11 42. Click the Avention tab. You will see the Avention My Desktop page (below). Follow the instructions to build your first prospect list. 43. Click on your name to access the CRM Admin option and edit the administrative settings. 11

12 Click Users > User Rights. 45. For each profile you have defined in Salesforce: a. Select the profile from the profile list at the top of the page b. Set the Admin Access option, which controls whether to allow users of this profile to access the Administration pages via the Admin link.! Every profile to which you grant administrative access must have the View Setup and Configuration permission in order to administer Avention for Salesforce. c. Click Save.

13 46. Click the Avention tab at the top of the page to return to the Prospects page. Other Resources For help with configuring Avention for Salesforce, or call the Avention Customer Service team at one of the following numbers: US: UK: Rest of Europe: +44 (0) Asia Pacific: Rest of World: