Difference between revisions of "Salesforce:Getting Started"

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==Package Installation==
{{CustomTOC}}
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.
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 [[Salesforce:Introduction|Introduction]].


1. Click the '''Continue''' Button
==Getting Started==
Follow the list below to get started quickly:


[[File:ListwareSalesforce_GS_01_PackageInstallation.png|frame|none|Begin Package Installation]]
#[[#Install Clean Suite|Install Clean Suite]]
#[[#Setup Clean Suite|Setup Clean Suite]]
#[[#Install Clean Suite Components|Install Clean Suite Components]]
#[[#Batch Processing|Batch Processing]]
#[[#Customizing Visualforce Pages|Customizing Visualforce Pages]]




===Approve Third-Party Access===
===Install Clean Suite===
Listware for Salesforce needs access to certain web sites. This page asks for your permission to allow Listware access.
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]].




2. Be sure to check "Yes, grant access to these third-party web sites" and click '''Continue'''.
===Setup Clean Suite===
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]].


[[File:ListwareSalesforce_GS_02_ApproveAccess.png|frame|none|Approve Third-Party Access]]


===Install Clean Suite Components===
Based on your needs and requirements pick and choose which Clean Suite 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 [[Salesforce:Express Entry Component|Express Entry Component]] for instructions on how to enable address autocompletion.


===Approve Package API Access===
For Listware to function, it needs access to selected objects in the API.


===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]].


3.Click '''Next''' to approve access and continue.


[[File:ListwareSalesforce_GS_03_Permissions.png|frame|none|Approve Package API Access]]
===Customizing 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]].




===Choose Security Level===
[[Category:Clean Suite for CRM:Salesforce]]
You may choose the sercurity level for who will have access to Listware for Salesforce here.
 
 
4. Select a Security level and click '''Next'''.
 
[[File:ListwareSalesforce_GS_04_Security.png|frame|none|Choose Security Level]]
 
 
===Install the Package===
5. Select '''Install''' to install the Listware for Salesforce package.
 
[[File:ListwareSalesforce_GS_05_Install.PNG|frame|none|Install the Package]]
 
 
====Wait for Installation====
Depending on Salesforce, the installation process may take awhile. Salesforce will email you once installation is complete.
 
[[File:ListwareSalesforce_GS_06_Processing.png|frame|none|Wait for Installation]]
 
 
==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.
 
[[File:ListwareSalesforce_GS_07_NewApp.png|frame|none|Select Listware]]
 
 
===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 [[Support|contact us]].
 
 
2. Enter your License String. Make sure to click '''Save Settings''' once you are done.
 
[[File:ListwareSalesforce_GS_08_LicenseString.png|frame|none|Enter a License String]]
 
 
===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.
 
[[File:ListwareSalesforce_GS_09_AppSetup.png|frame|none|Select Page Layouts]]
 
 
====Edit the Contact Layout====
4. Select '''Edit''' for the Contact Layout.
 
[[File:ListwareSalesforce_GS_10_ContactLayout.png|frame|none|Edit 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.
 
[[File:ListwareSalesforce_GS_11_DragNDrop.png|frame|none|Add a Button]]
 
 
==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.
 
[[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]]

Revision as of 18:03, 12 April 2019

← Clean Suite for CRM:Salesforce

Salesforce Navigation
Introduction
Getting Started
Installation
Getting Started with Lightning Components
Credits
Lightning Components
Lightning Quick Actions
Lightning Lookups
Lightning Global Express Entry
Clean Suite Advanced Mappings
Clean Suite Batch Processing
Result Code Status Indicator
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Custom Code
APEX Triggers
Custom Clean Suite Batch Processing
Express Entry Lightning Action Override
Result Codes
Salesforce Result Codes



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 Introduction.

Getting Started

Follow the list below to get started quickly:

  1. Install Clean Suite
  2. Setup Clean Suite
  3. Install Clean Suite Components
  4. Batch Processing
  5. Customizing Visualforce Pages


Install Clean Suite

Before getting started, download and install our Clean Suite for Salesforce app from AppExchange. For a guide on how to do this, see Installation.


Setup Clean Suite

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 Setup.


Install Clean Suite Components

Based on your needs and requirements pick and choose which Clean Suite 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)


Batch Processing

For users with already a large number of records, Clean Suite provides batch processing. To read more, see Batch Processing.


Customizing 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 Custom Visualforce Pages.

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