Resco for Salesforce

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:
   • Production environment
   • Test environment
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:

• AppExchange - Add Resco managed package to your Salesforce organization
• Windows 10, Android, iOS - go to Resco Mobile CRM on the app stores
• Windows Desktop - download Resco Mobile CRM as a desktop application

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

Guides Editor

tool for designing guides, step-by-step instructions that combine text content, images, videos, and PDF attachments

Problem connecting to Resco for Salesforce

When you create a new admin user in Salesforce and use it for connecting to the Resco for Salesforce website, you can encounter a problem with connecting to the organization. There are two ways how to fully activate the user and solve this problem:

• Log in to Resco for Salesforce with the original admin user, start Woodford, and update the metadata.
• Log in to Resco Mobile CRM app as the new user at least once.

See also

• Additional Resco tools are available on your Salesforce server via App Launcher if you install the Resco managed package.
• Enable Resco Inspections on Salesforce

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