What does the GDPR require? The GDPR establishes rules for how organizations can process the personal data of data subjects who are in the European Union. While many of these rules already existed under previous EU law, some rules are now stricter. The rules reach beyond the physical borders of the ...
DetailsWhile we go to great lengths to ensure that the upgrade process will be seamless and automatic, every organization’s environment is different, and there is always a chance of regression after an upgrade. To ensure a smooth upgrade, we recommend: Testing in a sandbox prior to upgrad...
Before accessing the API, ensure you have one of the following editions of Salesforce, in order to use the API. In Salesforce, this can be found under Setup > Company Profile > Company Information > Organization Edition. Editions with API Access Enterprise Edition Unlimited Edition Develope...
First: Setting up on Salesforce You will need to complete step 1 to 4. Installed Packages Initialization data Add administrator Manage user licenses by using Installed Packages related list Next: Installing and using the mobile app Install Mobile App Scan & Synchronize
To install and successfully use CamCard for SalesForce, you must have one of the following from each category: Enterprise Edition Unlimited Edition Developer Edition Performance Edition Professional Edition* *For Professional Edition organizations, all requests for API access must be purchased and c...
* You need to have an administrator account. * Supported Versions: Professional (need API access), Performance, Enterprise, Unlimited and Developer Edition * We don’t support Salesforce Classic Step 1*：Click Camcard for Salesforce to find “Camcard for Salesforce” application in appexchan...
step 1*: To open the App Launcher, on the left side of the navigation bar, click Step 2*: Enter Camcard in the Search apps and items… box and select Camcard. Step 3*: You can find Clone Setting Data at the top right of your screen,Click Clone Setting Data to initialize the settings...
Step 1*: From Setup, enter Users in the Quick Find box, then select Users. Step 2*: Select a user. Step 3*: In the Permission Set Assignments related list, click Edit Assignments. Step 4: To assign a permission set, select it under OCR Permission Sets and click Add, and then click Save. If you want ...
Use this section to manage user licenses. Step 1: From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Step 2: In the Installed Packages related list, click Manage License for Camcard®. Step 3: In the Licensed Users related list, click Add Users. Step 4: In the...
COMPAIGN： Step 1: To open the App Launcher, click Campaigns Step 2: Select a campaign for which you want to set as the default and check the is default box,then save it. LEAD/CONTACT: Step 1: From Setup, enter Object Manager and select contact or lead Step 2: Choose the Fields & R...
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