Salesforce:Getting Started

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← Listware for Salesforce


App Purchase

You may purchase the Listware for Salesforce app from the Salesforce App Exchange located here: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B57dcEAB

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.


2. 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.


3.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.


4. Select a Security level and click Next.

Choose Security Level


Install the Package

5. 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.


2. 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

2. Select Edit for the Contact Layout.

Edit the Contact Layout


Add a Button

3. Select Buttons in the left column. 4. Choose which button you want. 5. Drag and drop your desired button to the Custom Buttons section.

Add a Button


Add in Express Entry Form

To set up an Express Entry Form:


1. Go to setup. Select Buttons, Links, and Actions under Build > Customize > Contacts.

Select Buttons, Links, and Actions


Edit New Contact

2. Click Edit next to the NewContact.

Click Edit


3. Set the override properties. Select the Visualforce Page radio button and select the MD_expressEntry field in the drop-down menu.

Choose MD_expressEntry


New Contact

If you go to create a new contact, this is what the Express Entry service looks like. Simply use the Freeform field or optionally the Postal Code field.

New Contact


The same steps apply for leads and account.


Advanced Mappings

To set up the advanced mappings:


1. Click the Advanced Mappings tab.

Advanced Mappings


2. Select the Object Type. If you have no enterprise key, you can only choose the Contact/Lead/Account Object Types.

Object Types

For advanced mapping to any salesforce object, including custom objects, you need an enterprise key. Contact Melissa Data support for more information.


3. Map your input and output mappings. Then save the mappings.

Mappings


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.

Click the Added Button


Click the Action Button

3. Click the action button to verify your data.

Click the Action Button


Credit Usage

Listware for Salesforce uses a credit system. For more information, see Listware for Salesforce Credit Usage.