installing guide vcs smart

11
Installing Guide Installing Guide

Upload: ravi-soni

Post on 05-Sep-2015

215 views

Category:

Documents


1 download

DESCRIPTION

Salesforce

TRANSCRIPT

  • Installing Guide

    I

    Installing Guide

  • Installing Guide

    1. Install de app from de appexchange click here

  • Installing Guide

    2. Create an email Service2.a. Login in to your Salesforce account, with

    admin privileges.

  • Installing Guide

    2.b. Go Set-up / Develop / Email Services

  • Installing Guide

    2.c. Click on "New Email Service" button

  • Installing Guide

    2.d Choose a Email Service Name2.e Select the Mailbox Class from the lookup booton2.f Select all attachments (suggested) or any other option2.g Check the Active check box2.h Click on "Save and new Email Address" button2.i Set the picklists all to "Bounce message" in the Failure Response Settings

  • Installing Guide

    2.i Choose an Email Adress, this will be before an @in.salesforce.com domain2.j Check the Active check box2.k Select a context user, to the email service to save the incoming emails.2.l Leave blank the accept emails from text area2.m Click on the "Save" button

  • Installing Guide

    2.n Copy the resulting email address for the service

  • Installing Guide

    3. Redirect your incoming email to the new address of Email Service created in step 2

    3.a You can foward it from your email client by adding a rule/filter/redirection3.b You can contact your IT department Note: that the service will create a new unread message owned by each recipient that matches with an active user email on your organization.

  • Installing Guide

    1. Once you have installed it, go to the VCS Smart Email Inbox2. Settings

  • Installing Guide

    3. Choose how many emails per page, and check leads, contacts, cases and opportunities