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    • Installation & Setup for Salesforce.com

      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

    • Create a Connected App | Salesforce.com

      While logged into Salesforce as an administrator, browse to: Setup → Create → Apps → Connected Apps → New Name:...

      June 29th, 2022 124 views 0 likes

    • Configure the Connected App | Salesforce.com

      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

    • Permission Sets & Permissions| Salesforce.com

      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

    • Page Layout Updates | Salesforce.com

      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

    • Latest Salesforce.com package

      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

    • Make the Session Tab visible to users

      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

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