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Getting LaunchQ up and running involves the following steps: Install the SFDC Package Create a Connected App Configure the Connected...
June 28th, 2022 83 views 0 likes
While logged into Salesforce as an administrator, browse to: Setup → Create → Apps → Connected Apps → New Name:...
June 29th, 2022 124 views 0 likes
Browse to the "Apps" section in Salesforce.com and click "Manage" next to LaunchQ. Then click "Edit Policies". Under Oauth Policies,...
June 29th, 2022 113 views 0 likes
Assign the "LaunchQ Basic Access" Permission Set to your users. This provides access to the relevant fields on Lead, Contact,...
June 29th, 2022 111 views 0 likes
It's suggested you add the following fields to your Lead and Contact Layouts in their own section: First Dial Last...
June 29th, 2022 198 views 0 likes
Please contact LaunchQ support for the latest link to the Salesforce.com package. Next Step: Create a Connected App
June 29th, 2022 115 views 0 likes
The final step is to ensure the “Session” tab is visible for users. Lightning App Builder: Classic: For more information,...
December 1st, 2023 65 views 0 likes