Difference between revisions of "Salesforce:Getting Started"
Jump to navigation
Jump to search
| (5 intermediate revisions by the same user not shown) | |||
| Line 4: | Line 4: | ||
{{CustomTOC}} | {{CustomTOC}} | ||
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 [[ | For an overview of the available components, see the [[Salesforce:Introduction|Introduction]]. | ||
==Getting Started== | ==Getting Started== | ||
Follow the list below to get started quickly: | Follow the list below to get started quickly: | ||
#[[#Install | #[[#Install Clean Suite|Install Clean Suite]] | ||
#[[#Setup | #[[#Setup Clean Suite|Setup Clean Suite]] | ||
#[[#Install | #[[#Install Clean Suite Components|Install Clean Suite Components]] | ||
#[[# | #[[#Batch Processing|Batch Processing]] | ||
#[[# | #[[#Customizing Visualforce Pages|Customizing Visualforce Pages]] | ||
===Install | ===Install Clean Suite=== | ||
Before | 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 | ===Setup Clean Suite=== | ||
Once | 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 | ===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. | |||
=== | ===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=== | ||
To | 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: | |||
Revision as of 18:03, 12 April 2019
← Clean Suite for CRM: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.
For an overview of the available components, see the Introduction.
Getting Started
Follow the list below to get started quickly:
- Install Clean Suite
- Setup Clean Suite
- Install Clean Suite Components
- Batch Processing
- 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)
- Consult the Express Entry Component for instructions on how to enable address autocompletion.
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.