Difference between revisions of "User talk:Jzambor"

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(Download and install Resco Mobile CRM)
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# Log in to your [[Resco for Salesforce]] page.
 
# Log in to your [[Resco for Salesforce]] page.
#
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#* For production, go to https://salesforce.resco.net/
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#* For the test, go to https://salesforce-test.resco.net/
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# Click '''Download Apps''' and from the listed platforms, choose the one you use on your device.<br>[[File:Salesforce app 1.png|600px]]
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# Install the app on your device.
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# Start the app and on the Welcome to Resco Mobile CRM screen, select '''Internal User'''.<br>[[File:Salesforce app 2.png|600px]]
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# If you have a QR code with login credentials, tap '''Scan QR''' in the Welcome guide. Otherwise, you can sign in with ''OAuth2'' '''User Mode'''. Enter your organization´s URL or salesforce.com for production and test.salesforce.com for a sandbox organization.
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# Create a new password to protect your data and initialize the sync process by tapping the sync button in the top right corner of the screen.<br>[[File:Salesforce app 3.png|400px]]
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# Enter your Salesforce credentials to log in.<br>[[File:Salesforce app 4.png|400px]]
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# Allow the app to access information from Salesforce by tapping '''Allow'''.<br>[[File:Salesforce app 5.png|400px]]
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The application will now start synchronizing data with your Salesforce organization. Once completed, you will be able to see and work with your Salesforce data, whether you are offline or online.
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=== Install Resco managed package ===

Revision as of 08:09, 29 April 2020

Set up Salesforce trial

If you don't have a Salesforce organization, you can create one for free.

  1. Go to www.salesforce.com and click Try for free.
    Salesforce trial 1.png
  2. Answer a few details about your organization.
    Salesforce trial 2.png
    Salesforce trial 3.png
    Salesforce trial 4.png
  3. Click Submit and wait until the organization is created.
    Salesforce trial 5.png
  4. You receive an email to the address specified in step 2. Click Verify Account.
    Salesforce trial 6.png
  5. Change your password and set a security question, then click Change Password.
    Salesforce trial 7.png

Connect your Salesforce organization with Resco

To access Resco tools that extend the functionality of Salesforce, proceed as follows.

  1. Log in to Resco for Salesforce using your Salesforce credentials.
  2. Grant Resco access to your organization.
    Resco for salesforce 2.png
  3. Create a Resco organization by filling in your contact details. Click Connect Resco to Salesforce to proceed.
    Resco for salesforce 3.png
  4. Wait until your organization is prepared. In a few seconds or minutes, you are redirected to the welcome page.
    Resco for salesforce 4.png

The Resco for Salesforce dashboard includes these tools:

The trial for this organization lasts 30 days. You have access to all of Resco´s functionalities during this period. If you would like to extend or purchase any licenses, please contact your respective Account Manager.

Download and install Resco Mobile CRM

  1. Log in to your Resco for Salesforce page.
  2. Click Download Apps and from the listed platforms, choose the one you use on your device.
    Salesforce app 1.png
  3. Install the app on your device.
  4. Start the app and on the Welcome to Resco Mobile CRM screen, select Internal User.
    Salesforce app 2.png
  5. If you have a QR code with login credentials, tap Scan QR in the Welcome guide. Otherwise, you can sign in with OAuth2 User Mode. Enter your organization´s URL or salesforce.com for production and test.salesforce.com for a sandbox organization.
  6. Create a new password to protect your data and initialize the sync process by tapping the sync button in the top right corner of the screen.
    Salesforce app 3.png
  7. Enter your Salesforce credentials to log in.
    Salesforce app 4.png
  8. Allow the app to access information from Salesforce by tapping Allow.
    Salesforce app 5.png

The application will now start synchronizing data with your Salesforce organization. Once completed, you will be able to see and work with your Salesforce data, whether you are offline or online.

Install Resco managed package