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

Begin Package Installation

Approve Third-Party Access

Listware for Salesforce needs access to certain web sites. This page asks for your permission to allow Listware access.

1. Be sure to check "Yes, grant access to these third-party web sites" and click "Continue."

Approve Third-Party Access

Approve Package API Access

For Listware to function, it needs access to selected objects in the API.

1. Click "Next" to approve access and continue.

Approve Package API Access

Choose Security Level

You may choose the sercurity level for who will have access to Listware for Salesforce here.

1. Select a Security level and click "Next."

Choose Security Level

Install the Package

1. Select "Install" to install the Listware for Salesforce package.

Install the Package

Wait for Installation

Depending on Salesforce, the installation process may take awhile. Salesforce will email you once installation is complete.

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.

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 contact us.

1. Enter your License String. Make sure to click "Save Settings" once you are done.

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.

1. Select "Page Layouts" under Build > Customize > Contacts.

Select Page Layouts

Edit the Contact Layout

1. Select "Edit" for the Contact Layout.

Edit the Contact Layout

Add a Button

1. Select "Buttons" in the left column.
2. Choose which button you want.
3. Drag and drop your desired button to the Custom Buttons section.

Add a Button

Use Listware for Salesforce

To use Listware for Salesforce:

1. Navigate to a contact page.

Click the Added Button

1. Click the button you added.

Click the Added Button

Click the Action Button

1. Click the action button to verify your data.

Click the Action Button