Resco for Salesforce: Difference between revisions
Appearance
No edit summary |
|||
| Line 18: | Line 18: | ||
; 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 | ||
Revision as of 13:24, 28 February 2020

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
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