Difference between revisions of "Salesforce:Getting Started"

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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]]

Revision as of 22:50, 6 November 2015

← 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



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.

For an overview of the available components, see the Introduction.

Getting Started

Follow the list below to get started quickly:

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


Install Listware

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


Setup Listware

Once Listware is installed, there is some basic setup required before you can use it. For a guide on how to do this, see Setup.


Install Listware Components

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)


Batch Processing

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


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 Custom Visualforce Pages.