Salesforce:Getting Started - Revision history

Admin at 15:56, 3 June 2025

2025-06-03T15:56:29Z

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	:https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000pvskEAA&tab=e		:https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000pvskEAA&tab=e

	~~:[[File:CleanSuite_GettingStarted_Download-AppExchange.png\|Download from the App Exchange\|link=]]~~

Admin at 17:28, 22 September 2023

2023-09-22T17:28:42Z

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Admin at 18:03, 12 April 2019

2019-04-12T18:03:05Z

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	**Consult Installing Visualforce Pages for instructions how to add the Property component to your objects.		**Consult Installing Visualforce Pages for instructions how to add the Property component to your objects.
	*Global address autocompletion (ExpressEntry)		*Global address autocompletion (ExpressEntry)
	**Consult the [[~~Clean Suite for~~ Salesforce:Express Entry Component\|Express Entry Component]] for instructions on how to enable address autocompletion.		**Consult the [[Salesforce:Express Entry Component\|Express Entry Component]] for instructions on how to enable address autocompletion.

Admin at 18:00, 12 April 2019

2019-04-12T18:00:04Z

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	Clean Suite for Salesforce integrates many Melissa Data cloud services directly into Salesforce via components. Each component provides a certain set of functionality. With Clean Suite, you can pick and choose which components to use within your Salesforce organization based on your needs.		Clean Suite for Salesforce integrates many Melissa Data cloud services directly into Salesforce via components. Each component provides a certain set of functionality. With Clean Suite, you can pick and choose which components to use within your Salesforce organization based on your needs.

	For an overview of the available components, see the [[~~Clean Suite for~~ Salesforce:Introduction\|Introduction]].		For an overview of the available components, see the [[Salesforce:Introduction\|Introduction]].

	==Getting Started==		==Getting Started==

Admin at 17:59, 12 April 2019

2019-04-12T17:59:27Z

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	{{CustomTOC}}		{{CustomTOC}}
	~~Listware~~ for Salesforce integrates many Melissa Data cloud services directly into Salesforce via components. Each component provides a certain set of functionality. With ~~Listware~~, you can pick and choose which components to use within your Salesforce organization based on your needs.		Clean Suite for Salesforce integrates many Melissa Data cloud services directly into Salesforce via components. Each component provides a certain set of functionality. With Clean Suite, you can pick and choose which components to use within your Salesforce organization based on your needs.

	For an overview of the available components, see the [[~~Listware~~ for Salesforce:Introduction\|Introduction]].		For an overview of the available components, see the [[Clean Suite for Salesforce:Introduction\|Introduction]].

	==Getting Started==		==Getting Started==
	Follow the list below to get started quickly:		Follow the list below to get started quickly:

	#[[#Install ~~Listware~~\|Install ~~Listware~~]]		#[[#Install Clean Suite\|Install Clean Suite]]
	#[[#Setup ~~Listware~~\|Setup ~~Listware~~]]		#[[#Setup Clean Suite\|Setup Clean Suite]]
	#[[#Install ~~Listware~~ Components\|Install ~~Listware~~ Components]]		#[[#Install Clean Suite Components\|Install Clean Suite Components]]
	#[[#Batch Processing\|Batch Processing]]		#[[#Batch Processing\|Batch Processing]]
	#[[#Customizing Visualforce Pages\|Customizing Visualforce Pages]]		#[[#Customizing Visualforce Pages\|Customizing Visualforce Pages]]


	===Install ~~Listware~~===		===Install Clean Suite===
	Before getting started, download and install our ~~Listware~~ for Salesforce app from AppExchange. For a guide on how to do this, see [[~~Listware for~~ Salesforce:Installation\|Installation]].		Before getting started, download and install our Clean Suite for Salesforce app from AppExchange. For a guide on how to do this, see [[Salesforce:Installation\|Installation]].


	===Setup ~~Listware~~===		===Setup Clean Suite===
	Once ~~Listware~~ is installed, there is some basic setup required before you can use it. For a guide on how to do this, see [[~~Listware for~~ Salesforce:Setup\|Setup]].		Once Clean Suite is installed, there is some basic setup required before you can use it. For a guide on how to do this, see [[Salesforce:Setup\|Setup]].


	===Install ~~Listware~~ Components===		===Install Clean Suite Components===
	Based on your needs and requirements pick and choose which ~~Listware~~ components to enable:		Based on your needs and requirements pick and choose which Clean Suite components to enable:
	*US/CAN (Personator)		*US/CAN (Personator)
	**Consult Installing Visualforce Pages for instructions on how to add the US/CAN component to your objects.		**Consult Installing Visualforce Pages for instructions on how to add the US/CAN component to your objects.
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	**Consult Installing Visualforce Pages for instructions how to add the Property component to your objects.		**Consult Installing Visualforce Pages for instructions how to add the Property component to your objects.
	*Global address autocompletion (ExpressEntry)		*Global address autocompletion (ExpressEntry)
	**Consult the [[~~Listware~~ for Salesforce:Express Entry Component\|Express Entry Component]] for instructions on how to enable address autocompletion.		**Consult the [[Clean Suite for Salesforce:Express Entry Component\|Express Entry Component]] for instructions on how to enable address autocompletion.


	===Batch Processing===		===Batch Processing===
	For users with already a large number of records, ~~Listware~~ provides batch processing. To read more, see [[~~Listware for~~ Salesforce:Batch Processing\|Batch Processing]].		For users with already a large number of records, Clean Suite provides batch processing. To read more, see [[Salesforce:Batch Processing\|Batch Processing]].


	===Customizing Visualforce Pages===		===Customizing Visualforce Pages===
	~~Listware~~ comes with Visualforce pages already set up Contacts. To create your own Visualforce pages for other types of objects (Leads, Accounts or custom objects), see [[~~Listware for~~ Salesforce:Custom Visualforce Pages\|Custom Visualforce Pages]].		Clean Suite comes with Visualforce pages already set up Contacts. To create your own Visualforce pages for other types of objects (Leads, Accounts or custom objects), see [[Salesforce:Custom Visualforce Pages\|Custom Visualforce Pages]].


	[[Category:Clean Suite for CRM:Salesforce]]		[[Category:Clean Suite for CRM:Salesforce]]

Admin: Admin moved page Listware for Salesforce:Getting Started to Salesforce:Getting Started

2018-09-28T18:06:41Z

Admin moved page Listware for Salesforce:Getting Started to Salesforce:Getting Started

← Older revision	Revision as of 18:06, 28 September 2018
(No difference)

Admin at 15:10, 27 September 2018

2018-09-27T15:10:17Z

← Older revision		Revision as of 15:10, 27 September 2018
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	[[Category:~~Listware~~ for Salesforce]]		[[Category:Clean Suite for CRM:Salesforce]]

Admin at 22:50, 6 November 2015

2015-11-06T22:50:09Z

← Older revision		Revision as of 22:50, 6 November 2015
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	#[[#Install Listware\|Install Listware]]		#[[#Install Listware\|Install Listware]]
	#[[#Setup Listware\|Setup Listware]]		#[[#Setup Listware\|Setup Listware]]
	#[[#Install ~~Visualforce Pages~~\|Install ~~Visualforce Pages~~]]		#[[#Install Listware Components\|Install Listware Components]]
	#[[#~~Create Custom Visualforce Pages~~\|~~Create Custom Visualforce Pages~~]]		#[[#Batch Processing\|Batch Processing]]
	#[[#~~Use Listware for Salesforce~~\|~~Use Listware for Salesforce~~]]		#[[#Customizing Visualforce Pages\|Customizing Visualforce Pages]]


	===Install Listware===		===Install Listware===
	Before ~~everything~~, ~~you need to~~ install Listware for Salesforce. For a guide on how to do this, see [[Listware for Salesforce:Installation\|Installation]].		Before getting started, download and install our Listware for Salesforce app from AppExchange. For a guide on how to do this, see [[Listware for Salesforce:Installation\|Installation]].


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	===Install ~~Visualforce Pages~~===		===Install Listware Components===
	Listware ~~includes premade Contact~~ Visualforce ~~pages~~ for ~~Personator,~~ Global ~~Address Verification, and~~ Property. ~~To install these Visualforce pages, see~~ [[Listware for Salesforce:~~Installing Visualforce Pages~~\|~~Installing Visualforce Pages~~]].		Based on your needs and requirements pick and choose which Listware components to enable:
			*US/CAN (Personator)
			**Consult Installing Visualforce Pages for instructions on how to add the US/CAN component to your objects.
			*Global/International
			**Consult Installing Visualforce Pages for instructions how to add the Global component to your objects.
			*US property & enrichment
			**Consult Installing Visualforce Pages for instructions how to add the Property component to your objects.
			*Global address autocompletion (ExpressEntry)
			**Consult the [[Listware for Salesforce:Express Entry Component\|Express Entry Component]] for instructions on how to enable address autocompletion.


	===~~Create Custom Visualforce Pages~~===		===Batch Processing===
	~~To create your own Visualforce pages for other types~~ of ~~objects (Leads~~, ~~Accounts or custom objects)~~, see [[Listware for Salesforce:~~Custom Visualforce Pages~~\|~~Custom Visualforce Pages~~]].		For users with already a large number of records, Listware provides batch processing. To read more, see [[Listware for Salesforce:Batch Processing\|Batch Processing]].


	==~~Use Listware for Salesforce~~==		===Customizing Visualforce Pages===
	~~To use Listware for Salesforce:~~		Listware comes with Visualforce pages already set up Contacts. To create your own Visualforce pages for other types of objects (Leads, Accounts or custom objects), see [[Listware for Salesforce:Custom Visualforce Pages\|Custom Visualforce Pages]].


	~~1. Navigate to a contact page.~~


	~~===Click the Added Button~~===
	2. ~~Click the button you added.~~

	[[~~File~~:~~ListwareSalesforce_GS_12_ButtonExample.png~~\|~~frame\|none\|Click the Added Button~~]]


	~~===Click the Action Button===~~
	~~3. Click the action button to verify your data.~~

	~~[[File:ListwareSalesforce_GS_13_ContactPage~~.~~png\|frame\|none\|Click the Action Button]]~~


	[[Category:Listware for Salesforce]]		[[Category:Listware for Salesforce]]

Admin at 22:21, 13 March 2015

2015-03-13T22:21:44Z

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 {{CustomTOC}}
 ==Use Listware for Salesforce==
 To use Listware for Salesforce:

Admin at 23:24, 11 March 2015

2015-03-11T23:24:52Z

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