Sauvegarder contacts et call logs depuis SalesForce Lead Import
Available guides for synchronization to the secure cloud
Supported functions
- synchronisation des contacts
- call log backup
- synchronisation automatique
SalesForce Lead Import est pris en charge avec PhoneCopy. Veuillez noter que les paramètres suivants peuvent varier légèrement en fonction de la version du micrologiciel.
Confirmed models
Confirmed versions
Guide textuel - Comment sauvegarder
Avec SalesForce Lead Import
Guideline n'a pas encore été traduit dans votre langue.
As a user with administration rights to your Salesforce organization do:
- Go to PhoneCopy Lead Import app on appexchange.salesforce.com
- Choose Get It now.
- Log in to your administrator Salesforce profile.
- Continue installing the app into your Salesforce organization. Select Install to All Users now, you will specify the authorized users later.
- When the installation is complete the post-install configuration page will appear. Select users you want to authorize to use the app. Type in the feed text with instuctions to using the app. Finally click on Set the permission and send the feed button.
- Now you have installed and configured PhoneCopy Lead Import app to your Salesforce organization.
- Logs in to her Salesforce profile.
- On Home or Chatter page finds the Welcome to new PhoneCopy Lead Import service feed sent to her and clicks on the PhoneCopy Lead Import link below the feed.
- Fills in My PhoneCopy username and My PhoneCopy password. If she does not have any, she can register on registration page.
- Chooses import mode (one time, or daily) and presses Start button.
- Her phone book will be imported to her Salesforce profile in a minute.
En cas de problemes dans la synchonisation, veuillez nous contacter.
