User talk:Jzambor

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Revision as of 07:45, 29 April 2020 by Jzambor (talk | contribs) (Next)
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Set up Salesforce trial

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

  1. Go to 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.