SpringCM Troubleshooting Guide for Salesforce

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "SpringCM Troubleshooting Guide for Salesforce"

Transcription

1 SpringCM Troubleshooting Guide for Salesforce July 2013

2 TABLE OF CONTENTS FAQS:... 3 WHY DID I NOT RECEIVE A SPRINGCM ACTIVATION ?... 3 WHY DON T MY SALESFORCE USERS HAVE ACCESS TO SPRINGCM?... 3 WHY DID EXISTING USERS IN SPRINGCM GET DELETED?... 3 WHY DON T MY SALESFORCE CREDENTIALS WORK FOR SPRINGCM S APPLICATIONS?... 4 WHY DO SALESFORCE USERS NOT HAVE ACCESS ANYMORE?... 4 WHY IS USER SYNC NO LONGER WORKING?... 4 WHY DOES THE SPRINGCM LOGIN PAGE APPEAR?... 4 HOW DO I INSTALL THE NEW SPRINGCM APP WHEN THE OLD APP IS ALREADY INSTALLED?... 4 ERRORS:... 6 INSTALLING THIS PACKAGE REQUIRES THE FOLLOWING FEATURE... 6 THE SPRINGCM REST URL NEEDS TO BE ADDED AS A REMOTE SITE SETTING INVALID FOLDER PATH... 6 EXTERNAL OBJECT NAME NOT BLANK... 6 CONTENT CANNOT BE DISPLAYED: YOU DO NOT HAVE SUFFICIENT PRIVILEGES... 6 YOU DO NOT HAVE PERMISSION TO ADD ITEMS TO THE PARENT OBJECTNAME... 7 YOU DO NOT HAVE PERMISSIONS TO ADD ITEMS THE PARENT FOLDER FOLDERNAME... 7 THE SPRINGCM DOCUMENTS SECTION IS CURRENTLY NOT ENABLED FOR 7 THE SPRINGCM DOCUMENTS SECTION IS CURRENTLY NOT ENABLED FOR A SYSTEM ERROR HAS OCCURRED SPRINGEOSGRID EMPTYRESULT NOTIFICATIONS:... 9 WE HAVE RECEIVED YOUR FREE TRIAL REQUEST... 9 AN ERROR WAS ENCOUNTERED WHILE PROCESSING A SALESFORCE.COM INTEGRATION TASK... 9

3 FAQs: Why did I not receive a SpringCM Activation after installing the SpringCM app from AppExchange? Make sure the address for your User in Salesforce is a real address- the default address for a Salesforce Sandbox account is the Username, which is typically not a real address. Check your Spam Filter, Junk Folder, and Quarantine Manager. Quarantine Managers are the main culprit. Why don t my Salesforce users have access to SpringCM? Check the User page in Salesforce s Setup. o The SpringCM User checkbox must be enabled. (The user sync process can take up to 15 minutes.) o The user s address must be valid. The default address for a Salesforce Sandbox account is the Username, which is typically not a real address. o The user must have a First Name. Check the Salesforce Configuration settings in SpringCM s Preferences. Refer to Part 2, Step 3 of the Integration Guide, Configure Salesforce Sync in SpringCM. Make sure the items below are present and up to date: o Organization ID. o The Sync Users option must be enabled. o The Salesforce Sync User s credentials Salesforce username and password + security token. If the Salesforce Sync User changed their Salesforce password or security token, they need to update this information. Make sure the correct SpringCM Environment is selected in the SpringCM Setup tab in Salesforce- a Free SpringCM account will always be in the SpringCM Production environment- this is independent of the Salesforce environment. Why did existing users in SpringCM get deleted? If the Salesforce User Sync option is enabled in SpringCM s Preferences, then the SpringCM User checkbox on the Salesforce User page must be enabled for all Salesforce users needing access to SpringCM. If the SpringCM User checkbox is disabled, users will be removed from SpringCM s Address Book.

4 Why don t my Salesforce credentials work for SpringCM s Edit, Sync, and Mobile applications? Every Salesforce user will need to create a SpringCM Password in order to use SpringCM s desktop and mobile applications. 1. Access the SpringCM login page: https://www.springcm.com/atlas/login 2. Enter your address into box- use the address associated with your Salesforce account. 3. Click the RESET PASSWORD link. 4. Create a new password. As a best practice, we recommend using the same password that s used for Salesforce. Why do Salesforce users who used to have access to SpringCM not have access anymore? Why is user sync no longer working when the SpringCM User checkbox is enabled on the Salesforce User page? The Salesforce Password or Security Token for the Salesforce Sync User most likely changed and this information needs to be updated in the Salesforce Configuration section of SpringCM s Preferences. 1. SpringCM Super Administrator login via 2. In the SpringCM menu, click GO TO > Preferences. Under Account Preferences, select Salesforce Configuration. 3. In the Sync User Password box, enter your Salesforce password, and append your Security Token to the end of your password. Why does the SpringCM login page appear within the SpringCM section of a Salesforce object record? Make sure 3 rd Party Cookies are enabled in your browser- typically an issue with Safari. o Once the setting is enabled, clear your browser cookies and cache, and the restart your Browser. Increase the timeout setting in SpringCM s Preferences. 1. Admin log in to SpringCM via 2. GO TO > Preferences > Account Preferences section > Security. 3. Increase the Number of Minutes a User Can Be Idle Before Their Session Times Out. How do I install the new SpringCM App when the old SpringCM App (pre-8/20/12) is already installed? 1. Disable sync setting in SpringCM Preferences for Salesforce Configuration. 2. Uninstall old SpringCM App from Salesforce. 3. Install new SpringCM App from the AppExchange using new Integration Guide. The node for Salesforce folders in the SpringCM repository changes from SF Folders to Other Sources.

5 How do I restrict specific users across various profiles from seeing SpringCM? Please follow the steps below, substituting the object that will have a non-springcm view: 1. Open Salesforce s Setup. Under App Setup, go to Customize > Accounts > Page Layouts. 2. Click Edit for the Layout that contains the SpringCM section and Visualforce Page. 3. At the top left, click the dropdown arrow next to the Save button and select Save As. 4. Name the layout Account Layout with SpringCM. Save. 5. Repeat steps 1-4 for all objects containing SpringCM. 6. Go back to Salesforce s Setup. Under Administration Setup, go to Manage Users > Users. 7. Identify a user that will be restricted from seeing SpringCM. Click the link to that user s Profile. 8. On the Profile page, click the Clone button at the top. 9. Name the profile Standard User with SpringCM. Save. 10. On the new Profile page, in the Page Layouts section, click the View Assignment link for the Account layout. 11. On the Account Layout Assignment page, select the Edit Assignment button and from the Select Object Layout dropdown at the top, choose the new page layout, Account Layout with SpringCM. Save. 12. Go back to the Standard User with SpringCM Profile page and Edit the Assignment for each object that contains SpringCM, and assign the new page layout. 13. Remove the SpringCM section from the original page layout for each object.

6 Errors: Installing this package requires the following feature and its associated permissions: Apex Classes Error found during the installation of the SpringCM App in Salesforce Salesforce Enterprise, Unlimited, Force.com, or Developer edition required. Your user verification request is invalid or expired. Please contact your account administrator. Error received after clicking on the activation link in your SpringCM account activation . SpringCM account activations expire after 48 hours. o Re-install SpringCM s App for Salesforce. o Contact your SpringCM Account Manager or SpringCM Support, and ask them to Resend Account Activation . The SpringCM REST URL needs to be added as a remote site setting before the Dynamic Search Widget can communicate with SpringCM. Please see configuration guide for more information. Error found in the SpringCM Setup tab in Salesforce. Part 2 of the Integration Guide, Configure Salesforce Synchronization in SpringCM, needs to be completed before SpringCM is configured in Salesforce. Invalid Folder Path Error found within the SpringCM Setup tab in Salesforce for the Folder Path. Make sure Custom Objects end with r. Refer to the Integration Guide for folder path examples. External Object Name Not Blank Error found when creating a Visualforce Page in Salesforce Make sure Visualforce Page code is formatted exactly like the text box/screenshot in the Integration Guide. Content cannot be displayed: You do not have sufficient privileges to access the page: /apex/springcm_objectname The user s Profile is not enabled to access the SpringCM Visualforce page for this object. o Salesforce Setup > under App Setup, Click on Develop > Pages > Select the Security link next to the SpringCM page for the object > enable the appropriate Profiles.

7 You do not have permission to add items to the parent ObjectName Check Security on the SpringCM Visualforce page for this object- Salesforce Setup > under App Setup, Click on Develop > Pages > Select the Security link next to the SpringCM page for the object. Make sure the appropriate Profiles are enabled. Check the SpringCM folder security- if users need to add a document, they will need to have at least View & Edit access. You do not have permissions to add items the parent folder FolderName Reference ID: A user who renames a Salesforce field that is used in the SpringCM folder name (i.e. Account Name, Opportunity Name, Case Number, etc.) must have at least View & Create permissions in SpringCM for the folder to be renamed. The SpringCM documents section is currently not enabled for Contact your SalesForce Administrator Check the User page in Salesforce. o The SpringCM User checkbox must be enabled. (The user sync process can take up to 15 minutes.) o The user s address must be valid. The default address for a Salesforce Sandbox account is the Username, which is typically not a real address. o The user must have a First Name. Check the Salesforce Configuration settings in SpringCM s Preferences. Refer to Part 2, Step 3 of the Integration Guide, Configure Salesforce Sync in SpringCM. Make sure the items below are present and up to date: o Organization ID. o The Sync Users option must be enabled. o The Salesforce Sync User s credentials Salesforce username and password + security token. If the Salesforce Sync User changed their Salesforce password or security token, they need to update this information. Make sure the correct SpringCM Environment is selected in the SpringCM Setup tab in Salesforce- a Free SpringCM account will always be in the SpringCM Production environment- this is independent of the Salesforce environment.

8 The SpringCM documents section is currently not enabled for . Contact your SalesForce Administrator Error found in the SpringCM section of a Salesforce object record or the SpringCM Viewer Tab. The user s Salesforce Profile must have the API Enabled setting checked. Salesforce Setup > Administration Setup > Manage Users > Profiles > Edit the user s Profile > in the Administrative Permissions section, check the box next to API Enabled. A system error has occurred. Reference ID: 1a48db14-9cf5-4b5b-8f53-9e143c48c3d7 The user does not have access to the SpringCM folder pertaining to that object record. o Set/Manage Folder Security in SpringCM to give the user access. External Objects Storage not enabled. Your SpringCM account that was created prior to 8/20/12. o Contact your SpringCM Account Manager or SpringCM Support and ask for External Objects Storage to be enabled for your account. You have provisioned all users permitted by your current contract. User role selection has been limited. If you need to provision additional users, please contact SpringCM support. Alert found in the SpringCM Address Book. o SpringCM Free Team Edition accounts for Salesforce are only permitted to enable Salesforce users as SpringCM users via the SpringCM User checkbox on the Salesforce User Page. o If you have a SpringCM Business or Enterprise Edition account, please contact your SpringCM Account Manager to increase your user limit. springeosgrid emptyresult Error found when uploading a document to a SpringCM folder/object record. Make sure you are using the latest version of your browser. SpringCM s minimum browser requirements: Microsoft Internet Explorer 8.0+, Mozilla Firefox 14.0+, Google Chrome 17.0+, Safari Drag N Drop and Multi-select Upload is supported is support by HTML 5 enabled browsers: Internet Explorer 10+, Mozilla Firefox 14.0+, Chrome 17.0+, Safari 5.0+.

9 Notifications: We have received your free trial request however we noticed that you already are a member of an active SpringCM account. To avoid any possible confusion, we have not activated a new account and will contact you by phone to confirm your intent. We apologize for any inconvenience and look forward to providing you with the opportunity to try the award winning, and highly acclaimed SpringCM. Message received in an automated from SpringCM with the subject, SpringCM: Account Creation Request, because you already have a SpringCM account. o If you are re-installing SpringCM s app in the same Salesforce environment, disregard the . o If you are installing SpringCM s app in a different Salesforce environment, disregard the , but be sure to update the following Salesforce Configuration settings in SpringCM s Preferences: Organization ID salesforce.com Sync User credentials- username and password + security token. o If you have an existing Free Trial account and would like a Free Team Edition account for Salesforce, contact your SpringCM Account Manager or SpringCM Support to have a Free (VIP) Edition account for Salesforce created. o If you have an existing Free Team Edition account for Salesforce and would like a Free Trial account, use a personal address to sign up for a SpringCM Free Trial. An error was encountered while processing a salesforce.com integration task. Account: ABC Company Message: INVALID_LOGIN: Invalid username, password, security token; or user locked out. Message received in an from SpringCM with the subject, Salesforce Integration Error. The Salesforce Password or Security Token for the Salesforce Sync User changed, and this information needs to be updated in the Salesforce Configuration section of SpringCM s Preferences. 1. SpringCM Super Administrator login via 2. In the SpringCM menu, click GO TO > Preferences. Under Account Preferences, select Salesforce Configuration. 3. In the Sync User Password box, enter your Salesforce password, and append your Security Token to the end of your password.

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

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

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

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

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

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

dotmailer for Salesforce Installation Guide Winter 2015 Version 2.30.1

dotmailer for Salesforce Installation Guide Winter 2015 Version 2.30.1 for Salesforce Installation Guide Winter 2015 Version 2.30.1 Page 1 CONTENTS 1 Introduction 2 Browser support 2 Self-Installation Steps 2 Checks 3 Package Download and Installation 4 Users for Email Automation

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

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

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

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

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

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

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

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

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

Installation and Administration Guide

Installation and Administration Guide Installation and Administration Guide Release 8 This installation guide will walk you through how to install and deploy Conga Composer, including recommended settings for the application. Contact Support:

More information

Match My Email. Set-Up Guide for Professional and Group Editions of Salesforce.com. MultiMatch Version 2.8.4

Match My Email. Set-Up Guide for Professional and Group Editions of Salesforce.com. MultiMatch Version 2.8.4 Match My Email Set-Up Guide for Professional and Group Editions of Salesforce.com MultiMatch Version 2.8.4 MultiMatch Set-Up Guide RAE Internet Inc. 2013 1 Copyright 2011-2013, RAE Internet Inc. (dba Match

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

Does the GC have an online document management solution?

Does the GC have an online document management solution? This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create

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

Egnyte for Power and Standard Users. User Guide

Egnyte for Power and Standard Users. User Guide Egnyte for Power and Standard Users User Guide Egnyte Inc. 1350 West Middlefield Road. Mountain View, CA 94043, USA Phone: 877-7EGNYTE (877-734-6983) Revised June 2015 Table of Contents Chapter 1: Getting

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

Secure File Transfer Help Guide

Secure File Transfer Help Guide Secure File Transfer Help Guide Establish a Secure File Transfer Account When a package is sent to your email address, you will receive an email from the sender that includes a link to instructions to

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

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

Quick Set Up Guide for Users: Salesforce Authentication & Email Importing

Quick Set Up Guide for Users: Salesforce Authentication & Email Importing Quick Set Up Guide for Users: Salesforce Authentication & Email Importing Once a Match My Email (MME) account has been set up for a company by the Cloud Admin, additional users that have been added under

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

Important Information

Important Information June 2015 Important Information The following information applies to Proofpoint Essentials US1 data center only. User Interface Access https://usproofpointessentials.com MX Records mx1-usppe-hosted.com

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

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

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

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

Salesforce Integration Guide

Salesforce Integration Guide 1 Salesforce Integration Guide 2 Salesforce Integration Guide Integrating Velaro with Salesforce Using Velaro s Salesforce chat integration tools, you can create leads, contacts, support cases, and save

More information

User Manual 03/12/2014. A collaborative effort by

User Manual 03/12/2014. A collaborative effort by User Manual 03/12/2014 A USER GUIDE DESIGNED TO HELP CREATE AND MAINTAIN PERSONAL ACCOUNTS IN mynhdoe, THE NH DEPARTMENT OF EDUCATION SINGLE SIGN-ON SYSTEM FOR ACCESSING SECURE APPLICATIONS A collaborative

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

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

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts...

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts... Table of Contents Welcome... 2 Login... 3 Password Assistance... 4 Self Registration... 5 Secure Mail... 7 Compose... 8 Drafts... 10 Outbox... 11 Sent Items... 12 View Package Details... 12 File Manager...

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

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

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

USER GUIDE for Salesforce

USER GUIDE for Salesforce for Salesforce USER GUIDE Contents 3 Introduction to Backupify 5 Quick-start guide 6 Administration 6 Logging in 6 Administrative dashboard 7 General settings 8 Account settings 9 Add services 9 Contact

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

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

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

W H IT E P A P E R. Salesforce CRM Security Audit Guide

W H IT E P A P E R. Salesforce CRM Security Audit Guide W HITEPAPER Salesforce CRM Security Audit Guide Contents Introduction...1 Background...1 Security and Compliance Related Settings...1 Password Settings... 2 Audit and Recommendation... 2 Session Settings...

More information

Document OwnCloud Collaboration Server (DOCS) User Manual. How to Access Document Storage

Document OwnCloud Collaboration Server (DOCS) User Manual. How to Access Document Storage Document OwnCloud Collaboration Server (DOCS) User Manual How to Access Document Storage You can connect to your Document OwnCloud Collaboration Server (DOCS) using any web browser. Server can be accessed

More information

DDN CUSTOMER SUPPORT COMMUNITY QUICK START GUIDE

DDN CUSTOMER SUPPORT COMMUNITY QUICK START GUIDE DDN CUSTOMER SUPPORT COMMUNITY QUICK START GUIDE March 10, 2015 v2 Contents Getting an Account Logging In Creating a New Case Updating an Existing Case Using the Knowledgebase Welcome to the DDN Customer

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

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

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

The system is asking me to login again and says my session has timed out. What does this mean?

The system is asking me to login again and says my session has timed out. What does this mean? What browser types are supported? Do I need to allow cookies? What are session cookies? The system is asking me to login again and says my session has timed out. What does this mean? I am locked out after

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

CRM Migration Manager 3.1.1 for Microsoft Dynamics CRM. User Guide

CRM Migration Manager 3.1.1 for Microsoft Dynamics CRM. User Guide CRM Migration Manager 3.1.1 for Microsoft Dynamics CRM User Guide Revision D Issued July 2014 Table of Contents About CRM Migration Manager... 4 System Requirements... 5 Operating Systems... 5 Dynamics

More information

PORTLANDDIOCESE.ORG Email - How to Connect Table of Contents

PORTLANDDIOCESE.ORG Email - How to Connect Table of Contents 1 PORTLANDDIOCESE.ORG Email - How to Connect Table of Contents Email Access via a Web Browser... 2 Email Client Setup... 3 Outlook 2007, 2010 & 2013 for Windows... 3 Outlook for Mac 2011... 5 Mac OS X

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

Installing the LotusLive TM Package for Salesforce.com

Installing the LotusLive TM Package for Salesforce.com Installing the LotusLive TM Package for Salesforce.com Before you install Make sure that Team Selling and Account Teams are enabled. To enable Team Selling: Select Setup > Customize > Opportunity > Opportunity

More information

RingCentral for Salesforce. Administrator Guide

RingCentral for Salesforce. Administrator Guide RingCentral for Salesforce Administrator Guide Table of Contents Table of Contents 3 Introduction 3 About RingCentral for Salesforce 3 About This Guide 4 Setting up the Call Center 4 Step 1: Install the

More information

TxEIS Browser Settings

TxEIS Browser Settings TxEIS Browser Settings Updated May 2016 The TxEIS Browser Settings document lists supported browsers and recommended browser settings which will allow you to utilize the TxEIS system at its fullest potential

More information

AVG Business SSO Partner Getting Started Guide

AVG Business SSO Partner Getting Started Guide AVG Business SSO Partner Getting Started Guide Table of Contents Overview... 2 Getting Started... 3 Web and OS requirements... 3 Supported web and device browsers... 3 Initial Login... 4 Navigation in

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

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

CDUfiles User Guide. Chapter 1: Accessing your data with CDUfiles. Sign In. CDUfiles User Guide Page 1. Here are the first steps to using CDUfiles.

CDUfiles User Guide. Chapter 1: Accessing your data with CDUfiles. Sign In. CDUfiles User Guide Page 1. Here are the first steps to using CDUfiles. CDUfiles User Guide Chapter 1: Accessing your data with CDUfiles Here are the first steps to using CDUfiles. Sign In Open your web browser and enter cdufiles.cdu.edu.au or Note: Use cdufiles.egnyte.com

More information

PORTAL ADMINISTRATION

PORTAL ADMINISTRATION 1 Portal Administration User s Guide PORTAL ADMINISTRATION GUIDE Page 1 2 Portal Administration User s Guide Table of Contents Introduction...5 Core Portal Framework Concepts...5 Key Items...5 Layouts...5

More information

Google Trusted Stores Setup in Magento

Google Trusted Stores Setup in Magento Google Trusted Stores Setup in Magento Google Trusted Stores is a free badging program that can improve your conversion rate and average order size by reassuring potential customers you offer a great shopping

More information

GETTING STARTED WITH SETTING UP CALL CENTERS

GETTING STARTED WITH SETTING UP CALL CENTERS GETTING STARTED WITH SETTING UP CALL CENTERS Abstract Salesforce CRM Call Center improves the productivity of your call center users by providing fast and easy access to accounts, contacts, cases, and

More information

Identity Implementation Guide

Identity Implementation Guide Identity Implementation Guide Version 37.0, Summer 16 @salesforcedocs Last updated: May 26, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Installation and Setup of Google Drive for Students on Mac OS X

Installation and Setup of Google Drive for Students on Mac OS X Installation and Setup of Google Drive for Students on Mac OS X Purpose: This guide will lead you through the Google Drive Installation and Configuration. Pre-requisites: 1) ODU Student Gmail account 2)

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

Cash Management 5.0 User Guide

Cash Management 5.0 User Guide Cash Management 5.0 User Guide Accessing Cash Management Online Banking Access Cash Management using www.busey.com as you always have. 1. Enter your company ID as assigned by your financial institution

More information

Stewart Secure Email User Guide. March 13, 2015

Stewart Secure Email User Guide. March 13, 2015 Stewart Secure Email User Guide March 13, 2015 Table of Contents Introduction... 1 What is secure email?... 1 Why secure email?... 1 What is personal, non-public information?... 1 How is my data protected?...

More information

Single Sign-On Administrator s Guide

Single Sign-On Administrator s Guide Single Sign-On Administrator s Guide Released 11/22/2013 About this Guide This guide is designed for the people who handle software administrative duties for their agency or organization, and have the

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

GETTING STARTED WITH SETTING UP CALL CENTERS

GETTING STARTED WITH SETTING UP CALL CENTERS GETTING STARTED WITH SETTING UP CALL CENTERS Summary Salesforce CRM Call Center improves the productivity of your call center users by providing fast and easy access to accounts, contacts, cases, and other

More information

WatchDox for Mac User Guide

WatchDox for Mac User Guide WatchDox for Mac User Guide Version 2.3.0 Confidentiality This document contains confidential material that is proprietary to WatchDox. The information and ideas herein may not be disclosed to any unauthorized

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

User Guide. Version R91. English

User Guide. Version R91. English AuthAnvil User Guide Version R91 English August 25, 2015 Agreement The purchase and use of all Software and Services is subject to the Agreement as defined in Kaseya s Click-Accept EULATOS as updated from

More information

Student ANGEL FAQs. General Issues: System Requirements:

Student ANGEL FAQs. General Issues: System Requirements: Student ANGEL FAQs General Issues: What is ANGEL? How do I log in? What is my username and password? How do I activate my account? I forgot my C number/password, what do I do? I registered after the first

More information

File Share Navigator Online 1

File Share Navigator Online 1 File Share Navigator Online 1 User Guide Service Pack 3 Issued November 2015 Table of Contents What s New in this Guide... 4 About File Share Navigator Online... 5 Components of File Share Navigator Online...

More information

Extending Remote Desktop for Large Installations. Distributed Package Installs

Extending Remote Desktop for Large Installations. Distributed Package Installs Extending Remote Desktop for Large Installations This article describes four ways Remote Desktop can be extended for large installations. The four ways are: Distributed Package Installs, List Sharing,

More information

Salesforce Integration User Guide Version 1.1

Salesforce Integration User Guide Version 1.1 1 Introduction Occasionally, a question or comment in customer community forum cannot be resolved right away by a community manager and must be escalated to another employee via a CRM system. Vanilla s

More information

Remote Access End User Reference Guide for SHC Portal Access

Remote Access End User Reference Guide for SHC Portal Access Remote Access End User Reference Guide for SHC Portal Access Version 2.0 6/7/2012 This remote access end user reference guide provides an overview of how to install Citrix receiver, which is a required

More information

MSGCU SECURE MESSAGE CENTER

MSGCU SECURE MESSAGE CENTER MSGCU SECURE MESSAGE CENTER Welcome to the MSGCU Secure Message Center. Email is convenient, but is it secure? Before reaching the intended recipient, email travels across a variety of public servers and

More information

Outlook Web App User Guide

Outlook Web App User Guide Outlook Web App Table of Contents QUICK REFERENCE... 2 OUTLOOK WEB APP URL... 2 Imagine! Help Desk...... 2 OUTLOOK WEB APP MAIN WINDOW... 2 KEY NEW FEATURES... 3 GETTING STARTED WITH OUTLOOK... 4 LOGGING

More information

Administering Jive for Outlook

Administering Jive for Outlook Administering Jive for Outlook TOC 2 Contents Administering Jive for Outlook...3 System Requirements...3 Installing the Plugin... 3 Installing the Plugin... 3 Client Installation... 4 Resetting the Binaries...4

More information

Step 1: Download and install the CudaSign for Salesforce app

Step 1: Download and install the CudaSign for Salesforce app Prerequisites: Salesforce account and working knowledge of Salesforce. Step 1: Download and install the CudaSign for Salesforce app Direct link: https://appexchange.salesforce.com/listingdetail?listingid=a0n3000000b5e7feav

More information

Package and Distribute Your Apps

Package and Distribute Your Apps Package and Distribute Your Apps Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Sophos Mobile Control Startup guide. Product version: 3

Sophos Mobile Control Startup guide. Product version: 3 Sophos Mobile Control Startup guide Product version: 3 Document date: January 2013 Contents 1 About this guide...3 2 What are the key steps?...5 3 Log in as a super administrator...6 4 Activate Sophos

More information

Office of Information Technology Connecting to Microsoft Exchange User Guide

Office of Information Technology Connecting to Microsoft Exchange User Guide OVERVIEW The Office of Information Technology is migrating its messaging infrastructure from Microsoft Exchange 2003 to Microsoft Exchange 2010. Moving to the latest technology will provide many enhancements

More information

Using VMware Identity Manager Apps Portal

Using VMware Identity Manager Apps Portal Using VMware Identity Manager Apps Portal VMware Identity Manager 2.4 This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a

More information

Qsync Install Qsync utility Login the NAS The address is 192.168.1.210:8080 bfsteelinc.info:8080

Qsync Install Qsync utility Login the NAS The address is 192.168.1.210:8080 bfsteelinc.info:8080 Qsync Qsync is a cloud based file synchronization service empowered by QNAP Turbo NAS. Simply add files to your local Qsync folder, and they will be available on your Turbo NAS and all its connected devices.

More information

Salesforce.com Integration - Installation and Customization Guide

Salesforce.com Integration - Installation and Customization Guide Feedback Analytics Kampyle LTD Salesforce.com Integration - Installation and Customization Guide January 2010 This document is an easy guide for the installation and customization of Kampyle's Salesforce.com

More information

Cloud Services MDM. ios User Guide

Cloud Services MDM. ios User Guide Cloud Services MDM ios User Guide 10/24/2014 CONTENTS Overview... 3 Supported Devices... 3 System Capabilities... 3 Enrollment and Activation... 4 Download the Agent... 4 Enroll Your Device Using the Agent...

More information

VPN User Guide. For Mac

VPN User Guide. For Mac VPN User Guide For Mac System Requirements Operating System: Mac OSX. Internet Browser: Safari (Firefox and Google Chrome are NOT currently supported). Disclaimer Your computer must have the system requirements

More information

CUNY TUMBLEWEED (SECURE TRANSPORT) USER GUIDE

CUNY TUMBLEWEED (SECURE TRANSPORT) USER GUIDE CUNY TUMBLEWEED (SECURE TRANSPORT) USER GUIDE INTRODUCTION Tumbleweed (Secure Transport) is used to provide secure file transfer of critical business files, financial transactions and sensitive data such

More information

Administration Guide. WatchDox Server. Version 4.8.0

Administration Guide. WatchDox Server. Version 4.8.0 Administration Guide WatchDox Server Version 4.8.0 Published: 2015-11-01 SWD-20151101091846278 Contents Introduction... 7 Getting started... 11 Signing in to WatchDox... 11 Signing in with username and

More information

Shop by Manufacturer Custom Module for Magento

Shop by Manufacturer Custom Module for Magento Shop by Manufacturer Custom Module for Magento TABLE OF CONTENTS Table of Contents Table Of Contents... 2 1. INTRODUCTION... 3 2. Overview...3 3. Requirements... 3 4. Features... 4 4.1 Features accessible

More information

SharePoint Password Change & Expiration 3.0 User Guide

SharePoint Password Change & Expiration 3.0 User Guide SharePoint Password Change & Expiration 3.0 User Guide Copyright Copyright 2008-2013 BoostSolutions Co., Ltd. All rights reserved. All materials contained in this publication are protected by Copyright

More information

Desktop Surveillance Help

Desktop Surveillance Help Desktop Surveillance Help Table of Contents About... 9 What s New... 10 System Requirements... 11 Updating from Desktop Surveillance 2.6 to Desktop Surveillance 3.2... 13 Program Structure... 14 Getting

More information

8x8 Click2Pop User Guide

8x8 Click2Pop User Guide USER GUIDE 8x8 User Guide Getting Started with April 2014 Contents Introduction... 3 What s new.... 3 8x8.... 3 Here is how works...4 8x8 Click2Connect.... 4 Requirements.... 4 Installation on Microsoft

More information