Salesforce:Getting Started
Package Installation
Once you choose to install Listware for Salesforce, you will be directed to the Package Installation Details page. This page displays the package name, publisher, and description.
1. Click the Continue Button
Approve Third-Party Access
Listware for Salesforce needs access to certain web sites. This page asks for your permission to allow Listware access.
2. Be sure to check "Yes, grant access to these third-party web sites" and click Continue.
Approve Package API Access
For Listware to function, it needs access to selected objects in the API.
3.Click Next to approve access and continue.
Choose Security Level
You may choose the sercurity level for who will have access to Listware for Salesforce here.
4. Select a Security level and click Next.
Install the Package
5. Select Install to install the Listware for Salesforce package.
Wait for Installation
Depending on Salesforce, the installation process may take awhile. Salesforce will email you once installation is complete.
Setup Listware for Salesforce
To begin using Listware for Salesforce, you must first complete a few simple setup steps.
1. Select Listware from the Sales drop-down menu.
Enter a License String
For Listware for Salesforce to work, you need a valid license string from Melissa Data. You should have received one in your email from Melissa Data. If you did not receive a license string from Melissa Data please contact us.
2. Enter your License String. Make sure to click Save Settings once you are done.
Modify your Contact Page Layout
To easily utilize Listware for Salesforce, you can add a button to your contact pages to quickly verify your data.
3. Select Page Layouts under Build > Customize > Contacts.
Edit the Contact Layout
4. Select Edit for the Contact Layout.
Add a Button
5. Select Buttons in the left column. 6. Choose which button you want. 7. Drag and drop your desired button to the Custom Buttons section.
Use Listware for Salesforce
To use Listware for Salesforce:
1. Navigate to a contact page.
Click the Added Button
2. Click the button you added.
Click the Action Button
3. Click the action button to verify your data.
