Resco for Salesforce: Difference between revisions
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[[File:Salesforce landing page.png|thumb|right]] | [[File:Salesforce landing page.png|thumb|right|alt=Resco for Salesforce landing page]] | ||
'''Resco for Salesforce''' is a Resco webpage where you log in with your Salesforce credentials to access Resco functions for Salesforce. | '''Resco for Salesforce''' is a Resco webpage where you log in with your Salesforce credentials to access Resco functions for Salesforce. | ||
* [https://salesforce.resco.net/ Production environment] | |||
* [https://salesforce-test.resco.net/ Test environment] | == Connect to organization == | ||
# Connect to your organization here: | |||
#* [https://salesforce.resco.net/ Production environment] | |||
#* [https://salesforce-test.resco.net/ Test environment] | |||
# If you are connecting for the first time: | |||
#* You are redirected to a permissions page. Click '''Allow''' to provide Resco/Woodford access to information from Salesforce. | |||
#* In the next step, create a Resco organization by filling in your contact details. Click '''Connect Resco to Salesforce''' to proceed. | |||
# You are redirected to the organization welcome page. | |||
== Access Resco features == | |||
The following features are available: | The following features are available: | ||
; Download Apps | ; Download Apps | ||
: You can access Resco apps and tools for Salesforce here: | : You can access Resco apps and tools for Salesforce here: | ||
:* AppExchange - Add [[Resco managed package | :* AppExchange - Add [[Resco managed package]] to your Salesforce organization | ||
:* Windows 10, Android, iOS - go to [[Resco Mobile CRM]] on the app stores | :* Windows 10, Android, iOS - go to [[Resco Mobile CRM]] on the app stores | ||
:* Windows Desktop - download [[Resco Mobile CRM]] as a desktop application | :* Windows Desktop - download [[Resco Mobile CRM]] as a desktop application | ||
: See [[Connecting to CRM]] for information on how to connect your app to Salesforce. | : See [[Connecting to CRM]] for information on how to connect your app to Salesforce. | ||
; [[Woodford]]: configuration tool for building and managing | ; [[Woodford]]: configuration tool for building and managing [[app projects]] using the Resco platform | ||
; [[Sync Dashboard]]: tool for monitoring how your apps and users behave in terms of synchronization | ; [[Sync Dashboard]]: tool for monitoring how your apps and users behave in terms of synchronization | ||
; [[Report Designer|Mobile Report Editor]]: tool for designing custom document templates | ; [[Report Designer|Mobile Report Editor]]: tool for designing custom document templates | ||
; [[Guides library|Guides Editor]]: tool for designing [[guides]], step-by-step instructions that combine text content, images, videos, and PDF attachments | |||
== Problem connecting to Resco for Salesforce == | |||
When you create a new admin user in Salesforce and use it for connecting to the Resco for Salesforce website, you can encounter a problem with connecting to the organization. There are two ways how to fully activate the user and solve this problem: | |||
* Log in to Resco for Salesforce with the original admin user, start Woodford, and update the metadata. | |||
* Log in to [[Resco Mobile CRM]] app as the new user at least once. | |||
== See also == | == See also == | ||
* Additional Resco tools are available on your Salesforce server via App Launcher if you install the [[Resco managed package]]. | * Additional Resco tools are available on your Salesforce server via App Launcher if you install the [[Resco managed package]]. | ||
* [[Resco_Inspections#Salesforce|Enable Resco Inspections on Salesforce]] | |||
{{Feedback}} | |||
[[Category:Salesforce]] | [[Category:Salesforce]] | ||
Latest revision as of 06:27, 3 May 2024
Resco for Salesforce is a Resco webpage where you log in with your Salesforce credentials to access Resco functions for Salesforce.
Connect to organization
- Connect to your organization here:
- If you are connecting for the first time:
- You are redirected to a permissions page. Click Allow to provide Resco/Woodford access to information from Salesforce.
- In the next step, create a Resco organization by filling in your contact details. Click Connect Resco to Salesforce to proceed.
- You are redirected to the organization welcome page.
Access Resco features
The following features are available:
- Download Apps
- You can access Resco apps and tools for Salesforce here:
- AppExchange - Add Resco managed package to your Salesforce organization
- Windows 10, Android, iOS - go to Resco Mobile CRM on the app stores
- Windows Desktop - download Resco Mobile CRM as a desktop application
- See Connecting to CRM for information on how to connect your app to Salesforce.
- Woodford
- configuration tool for building and managing app projects using the Resco platform
- Sync Dashboard
- tool for monitoring how your apps and users behave in terms of synchronization
- Mobile Report Editor
- tool for designing custom document templates
- Guides Editor
- tool for designing guides, step-by-step instructions that combine text content, images, videos, and PDF attachments
Problem connecting to Resco for Salesforce
When you create a new admin user in Salesforce and use it for connecting to the Resco for Salesforce website, you can encounter a problem with connecting to the organization. There are two ways how to fully activate the user and solve this problem:
- Log in to Resco for Salesforce with the original admin user, start Woodford, and update the metadata.
- Log in to Resco Mobile CRM app as the new user at least once.
See also
- Additional Resco tools are available on your Salesforce server via App Launcher if you install the Resco managed package.
- Enable Resco Inspections on Salesforce
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