Difference between revisions of "Resco for Salesforce"

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[[File:Salesforce landing page.png|thumb|right]]
 
'''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.
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== Connect to organization ==
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# Connect to your organization here:
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#* [https://salesforce.resco.net/ Production environment]
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#* [https://salesforce-test.resco.net/ Test environment]
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# If you are connecting for the first time:
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#* You are redirected to a permissions page. Click '''Allow''' to provide Resco/Woodford access to information from Salesforce.
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#* In the next step, create a Resco organization by filling in your contact details. Click '''Connect Resco to Salesforce''' to proceed.
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# You are redirected to the organization welcome page.
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== Access Resco features ==
  
 
The following features are available:
 
The following features are available:
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; 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 server extension to your Salesforce server
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:* 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
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: See [[Connecting to CRM]] for information on how to connect your app to Salesforce.
  
; [[Woodford]]: configuration tool for building and managing mobile projects using the Resco platform
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; [[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
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* 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]].
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* [[Resco_Inspections#Salesforce|Enable Resco Inspections on Salesforce]]
  
 
[[Category:Salesforce]]
 
[[Category:Salesforce]]

Revision as of 15:24, 28 February 2020

Salesforce landing page.png

Resco for Salesforce is a Resco webpage where you log in with your Salesforce credentials to access Resco functions for Salesforce.

Connect to organization

  1. Connect to your organization here:
  2. 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.
  3. 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:
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