Salesforce:Getting Started with Classic Components

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← Clean Suite for CRM:Salesforce

Salesforce Navigation
Getting Started
Getting Started with Classic Components
Getting Started with Lightning Components
Visualforce Pages
Installing Visualforce Pages
Custom Visualforce Pages
Batch Processing
Express Entry Component
Result Codes
Salesforce Result Codes

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.