Salesforce icon for desktop

    • [PDF File]Scan to Salesforce - Administrator Guide

      https://info.5y1.org/salesforce-icon-for-desktop_1_142745.html

      Go to the Scan to Salesforce tab > gear icon> Admin Settings, and find Display settings. From Choose another report, select the report template you want to display. Then, click the Display Report button in the top right of the Scan to Salesforce desktop app.

    • SYNC for QuickBooks Desktop and Salesforce

      creates a simple data integration pathway between your QuickBooks Desktop and Salesforce. Once the data integration takes place, your QuickBooks Desktop data is automatically loaded into your Salesforce without programming, coding, mapping, or servers required. SYNCing data is a cloud-based experience that ensures your data is protected.

    • [PDF File]Getting Microsoft® Outlook® and Salesforce in Sync

      https://info.5y1.org/salesforce-icon-for-desktop_1_de3b19.html

      The setup wizard opens, and the Salesforce for Outlook icon ( ) appears in your system tray. If the wizard doesn’t open, you can start it manually. Right-click and click Settings. 3. If you want to log in to a site other than the default, click Change URL and pick the server to which you want to connect. If the

    • [PDF File]RingCentral for Salesforce - RCV and WebRTC guide

      https://info.5y1.org/salesforce-icon-for-desktop_1_d8955b.html

      This User Guide for Salesforce Lightning is specifically for RingCentral for Salesforce version 6.x. The User guide for Salesforce Lightning for older (5.x) versions can be accessed from h er e. All related guides for RingCentral for Salesforce can be accessed from the S al esfo r ce Ap p E xch an g e . Requirements:

    • [PDF File]Salesforce Console

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      Salesforce users must have a feature license to use a console. After you set up a console, you can manually assign the licenses to users. Who will implement console apps for your company? A console is an app, consisting of a group of tabs working as a unit to provide application functionality. Salesforce provides standard

    • [PDF File]Salesforce App Help

      https://info.5y1.org/salesforce-icon-for-desktop_1_4ec305.html

      The Salesforce mobile app is like having the desktop version of Lightning Experience on your mobile device. Experience a smooth ... When you see the share icon on a Salesforce page, you can send a direct Lightning URL to that page to a colleague. All it takes is a few taps. Sharing is available for record pages, list view pages, object home ...

    • Customer Compass Documentation - Salesforce

      7. Customized Icon (CCIcon__c) CCMap use GoogleMaps’ default icon. You can customize icon in various way, by adding custom field CCicon__c on SObject. CCicon__c should be text filed or text type expression field. CCMap prepare following icons for your convenience. 1. Balloon icons Icons with a letter. 0 to 9, A to Z, and blank. 10 colors are ...

    • User Manual - Salesforce

      Salesforce chatter, Facebook, Twitter and LinkedIn using the respective icons appears in the bottom of the page. ... Note: The details of organized meetings can be saved by clicking on Grab to Salesforce Icon. By doing this the meeting details will be saved as a campaign and the attendees will be saved as contacts in Salesforce.

    • [PDF File]Set Up and Maintain Collaboration Tools .com

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      affect all groups in your organization, but they appear only on the group pages in the Salesforce mobile app. Changes to the group publisher appear in both the full Salesforce site and the Salesforce mobile app. Topics for Objects Topics for objects offers a powerful way to crowdsource your company's key themes and issues.

    • [PDF File]Salesforce CTI Integration Guide - NetFortris

      https://info.5y1.org/salesforce-icon-for-desktop_1_e3f8d0.html

      icon in the upper left. (It’s a square of 9 dots). Click on . NetFortris CTI Adapter. You might need to click . View All. to see it. \ You should now be able to see a Phone tab in the lower left corner on the main Salesforce page. It’s also possible to add the Softphone Utility to other Salesforce apps as well. To do this: 1. Log into ...

    • [PDF File]Omni-Channel for Administrators - Salesforce

      https://info.5y1.org/salesforce-icon-for-desktop_1_57fa54.html

      Service channels let you turn nearly any Salesforce object such as a case, lead, SOS session, or even a custom object into a work record. Omni-Channel then plucks these work items from their queues like flowers from the garden of agent productivity and routes them to your agents in real time. 4. Add the Omni-Channel Utility to the Service Console

    • [PDF File]Online Proctoring Guide Mac Operating System - Salesforce Developers

      https://info.5y1.org/salesforce-icon-for-desktop_1_4cc2da.html

      Online proctoring is a way for you to take a Salesforce certification exam remotely from your own computer, rather than going in to a testing facility. Online proctored exams are ... click on the grey shield icon on the right side of the URL search bar. 3. From the “Welcome to Kryterion Online Enrollment” page, click

    • [PDF File]Data Loader Guide - Salesforce

      https://info.5y1.org/salesforce-icon-for-desktop_1_6bbde6.html

      To open Data Loader, use the Data Loader desktop icon, or find it from the Start menu (Windows) or in your Applications folder (macOS). ... See the Salesforce Release Notes for the most current information. Installation Considerations Over time, several versions of the Data Loader client application have been available for download. ...

    • Lightning for Outlook Salesforce User Guide | 501 Commons

      Once logged in, you can click on the gear icon in the top navigation bar. From there, click “Manage add-ins”. Then in the search bar, you should type “Salesforce Lightning” and click the Enter key on your keyboard to pull up search results. Alternatively, when you type “Salesforce Lightning” Outlook will

    • [PDF File]Salesforce CPQ

      https://info.5y1.org/salesforce-icon-for-desktop_1_ae1cac.html

      Salesforce Shield is a set of security tools that helps you comply with regulations on storing sensitive information. With Shield Platform ... Not every Salesforce CPQ feature is in the Salesforce mobile app. Learn about the differences between desktop and mobile experiences in Salesforce CPQ. Additionally, the Salesforce mobile app uses your ...

    • [PDF File]Cloud Secure – Salesforce

      https://info.5y1.org/salesforce-icon-for-desktop_1_52c332.html

      Click the salesforce icon to configure the application. 2. Under Cloud Application Settings: a. Enter the application name. b. Click Browse and select the application icon. ... Open any web browser on the desktop, access Salesforce URL (Example: cloudsecure-dev-ed.my.salesforce.com) and click SSO. a. If user has an existing VPN session, ‘Re ...

    • [PDF File]Outlook Integration Implementation Guide - Salesforce

      https://info.5y1.org/salesforce-icon-for-desktop_1_4bfa82.html

      and events to Salesforce records. Add Einstein Activity Capture to automate email and event logging and to sync contacts and calendar events between Salesforce and Outlook. To learn more about other products available, see Salesforce Help. For security considerations for the Outlook integration, see Salesforce Email Integration Security Guide.

    • [PDF File]PureConnect for Salesforce Integration Administrator's Guide - Genesys

      https://info.5y1.org/salesforce-icon-for-desktop_1_58ddd8.html

      The softphone appears in Salesforce in one of three forms, depending on your selected view: As an overlay you can display or hide at will (in Salesforce Lightning Experience). Display the softphone by clicking the Phone icon in the lower left corner. Use the minimize control to hide the softphone. You cannot move this overlay.

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