Difference between revisions of "Salesforce:Getting Started"

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==Use Listware for Salesforce==
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.
To use Listware for Salesforce:


For an overview of the available components, see the [[Salesforce:Introduction|Introduction]].


1. Navigate to a contact page.
==Getting Started==
Follow the list below to get started quickly:


#[[#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]]


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


[[File:ListwareSalesforce_GS_12_ButtonExample.png|frame|none|Click the Added Button]]
===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 [[Salesforce:Installation|Installation]].




===Click the Action Button===
===Setup Clean Suite===
3. Click the action button to verify your data.
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_13_ContactPage.png|frame|none|Click the Action Button]]


===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.


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

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.