Salesforce Administrator s Installation Guide

Transcription

1 Salesforce Administrator s Installation Guide Welcome to sales s done better. This guide will walk you through setting up ToutApp and Salesforce. Read on to learn how to connect the two, and what you can expect from our integration. We know your time is valuable that s why ToutApp is here to help you save time with your s. The short amount of time it takes to install today will help you save lots of precious hours in logging s to Salesforce. Chapter 1: The Installation 1. Install ToutApp for Salesforce, here: 2. Next, you ll want to review and accept our terms and conditions and Confirm and Install. 1

2 3. You ll need to review our package installation details and then click. 4. ToutApp uses Salesforce API access to sync data about your Leads. Approve API access and click. 5. Set the security level to Grant access to all users and then click. *We recommend granting access to all users since this only defines access to the ToutApp button, not any of your specific data. 2

3 6. You ve made it this far, so why not? Click. 7. If you see this Install Complete notification, then you ve done well. The next section will show you how to complete the installation and configure your ToutApp Account. 3

4 Chapter 2: Making Salesforce and ToutApp Cooperate Let s connect Salesforce to ToutApp. 1. Click on your screen. 2. Now, you ll need to hit allow to connect the Salesforce app with your Tout account. 3. If you already have a ToutApp account: Now we ll take you to ToutApp to confirm that your account has been connected. 4

5 4. If you are a new ToutApp user, you ll see a screen that will walk you through the process of setting up a new account. In the next section, we ll walk you through the process of adding custom buttons so you can access our app within Salesforce. **You ll need to repeat the following steps for Leads, Contacts and Opportunities. 5

6 Chapter 3: Put Tout in Salesforce Once you ve completed this step of the installation, here s what you can expect: An with Tout button so you can your Leads within Salesforce A Push to Tout button so you can pull a list from Salesforce and into ToutApp for group ing. A Tout Outbox button so you can create templates and access analytics within Salesforce An Tracking section where you can see if your Leads have opened or clicked on a link in your s Most importantly, you ll be able to use Tout right from within Salesforce. You ll need to repeat the following steps for Leads, Contacts and Opportunity. 6

7 Let s add an Tracking section to Salesforce 1. First we re going to add the Tracking button to your Salesforce Leads. After we ve installed this for Leads, we will repeat the steps for Contacts and Opportunities. Click your name and then choose Setup. 2. Now, we ll customize your Leads page. From the Left- hand menu, select Customize>Leads>Page Layout. 3. Select the layout that you use and click Edit. 7

8 4. Now you re going to drag and drop the tab to where you d like tracking to appear for your leads. WE recommend placing it above Open Activities. 2. The selection Properties pane will pop up. Check off 1 Column and give your section a name like Tout Tracking. Click OK. 8

9 3. Now click on Visualforce Pages. Drag and drop the Tout Trackable s into your Tout Tracking section. 4. Hit. All done! Now our Tracking will appear in your Leads layout. You ll need to repeat the above steps for Leads, Contacts and Opportunity. 9

10 Now let s add the with Tout button. 1. Now click Buttons. Drag the button over to the Custom Buttons section. Click Save. After you complete this step for Leads, you ll need to rinse and repeat for Contacts. 10

11 Now, we re going to add Push to Tout button to your leads. With this button, you ll be able to push a list of Leads into a Tout group and send a group from ToutApp.com. 1. First, click on Setup under your name, then Customize, Leads, and Search Layouts. 2. Next, click on Edit next to Leads List View. (more on the next page) 11

12 3. From here, Choose Push to Tout - > Right arrow button - > Save You ll need to repeat the above steps for Leads, Contacts, Accounts and Opportunity. 12

13 Now we re going to the Tout Outbox tab. The Tout Outbox should appear across Salesforce - it will let you Create and Sccess templates within Salesforce and access our app for more features, like ing a group of leads, creating your signature and checking tracking for multiple s. 1. Click the + icon and then Customize my Tabs 2. Choose Tout Outbox - > Right arrow button - > Save Now, pull up a lead you ve ed using our service. 13

14 You should now have with Tout and Tracking sections, allowing you to them within Salesforce and view their tracking history. 14

15 Chapter 4: Put Salesforce in ToutApp Now that ToutApp has happily invaded Salesforce, let s have Salesforce invade Tout. This is the exciting part of the installation! All the information around your Salesforce Opportunities will auto synch into ToutApp. Want to reference a lead s industry, company or favorite breakfast cereal in an ? We ve got you covered. 1. First, let s head over to the Settings and integrations page, here: 2. Next, let s click on Connect CRM under Step 2 15

16 3. Click on Connect under Salesforce 4. Click on the green Connect to Salesforce button. 16

17 5. Tout should automatically pull in your to Salesforce address. However, if not, we ll need to manually grab it from Salesforce and paste it into Tout: Grab your to Salesforce Address from Salesforce: Then, paste it into ToutApp: If all is working correctly, you should start to see your Opportunities flow into the Relationships page in ToutApp.com. 17

18 Big congratulations! You ve successfully installed ToutApp for Salesforce. To get the rest of your team up and running, you ll want them to repeat ONLY the steps in Chapter 4. 18