Salesforce
Salesforce
Embedded Files
Salesforce is an online service used by ICOM's sales team.
Lightning Experience
Lightning Experience
Lightning is SalesForce's new user interface. All users in ICOM's SalesForce instance should have the permissions available to them to switch to Lightning, visit your User Menu and click Switch to Lightning Experience. To switch back to Classic, visit your User Menu and click Switch to SalesForce Classic.
G Suite
G Suite
Salesforce Chrome Extension
Salesforce Chrome Extension
Chrome Store:
Gmail to Salesforce
Gmail to Salesforce
Emails in Gmail can be logged in Salesforce by BCCing a special email address. To view your BCC address, go to "My Email to Salesforce":
- https://na9.salesforce.com/email-admin/services/emailToSalesforceUserEdit.apexp
Setup
Email confirmation
New Task
Gmail Buttons & Links
Gmail Buttons & Links
Next to the email of a Contact a Gmail link should be visible
Upon first use, a warning will be displayed. Checkmark "Don't show this page again" and click Continue
New message window appears
Add Google Docs to Salesforce
Add Google Docs to Salesforce
In Classic:
1) Hover over Google Docs, Notes & Attachments
2) Click Add Google Doc
3 Add name & URL
Administration
Administration
Admin login
Admin login
URL: https://na39.salesforce.com
User: support@icomproductions.ca
Pass: LetMeIn90210
Email: serviceaccounts@icomproductions.ca
Adding new user
Adding new user
https://na39.lightning.force.com/one/one.app#/setup/ManageUsers/home?a:t=1510267876041
General Information:
- Company: ICOM Productions
- Department: Sales
- Division (pick one):
- Calgary
- Vancouver
- Toronto
Adding links to the sidebar
- https://na9.salesforce.com/p/setup/link/CustomResourceLinkList?pageName=CustomPageItem&type=CustomPageItem&setupid=HomeLinks&retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DHome
- https://na9.salesforce.com/setup/ui/homepagecomponents.jsp?setupid=HomePageComponents
Transferring leads
Account Executive
- AE Name: Erik Evans
- Email: eevans@salesforce.com
- Phone: +1 (778) 375-5131
Google APIs
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