SFshare - Custom Salesforce Connector
大小:12.06MiB版本:v 1.1.3更新时间:2021-12-21
SFshare shares data between your SFDC instance and any webapp
SFshare - Custom Salesforce Connector 的使用方法详解,最全面的教程
SFshare - Custom Salesforce Connector 描述:
用户数:24
分类:生产工具插件
扩展大小:12.06 MiB
最后更新时间:2021-12-21
版本:v 1.1.3
SFshare - Custom Salesforce Connector 插件简介:
这是来自Chrome商店的 SFshare - Custom Salesforce Connector 浏览器插件,您可以在当前页面下载它的最新版本安装文件,并安装在Chrome、Edge等浏览器上。
SFshare - Custom Salesforce Connector插件下载方法/流程:
点击下载按钮,关注“扩展迷Extfans”公众号并获取验证码,在网页弹窗中输入验证码,即可下载最新安装文件。
SFshare - Custom Salesforce Connector插件安装教程/方法:
(1)将扩展迷上下载的安装包文件(.zip)解压为文件夹,其中类型为“crx”的文件就是接下来需要用到的安装文件
(2) 从设置->更多工具->扩展程序 打开扩展程序页面,或者地址栏输入 Chrome://extensions/ 按下回车打开扩展程序页面
(3) 打开扩展程序页面的“开发者模式”
(4) 将crx文件拖拽到扩展程序页面,
完成安装如有其它安装问题,
请扫描网站底部二维码与客服联系如有疑问请参考:
https://www.extfans.com/installation/Latest updates:
- Print attachment list
- File Management: push files from any web app project to related SFDC objects and browse SFDC attachments;
- Full attachment support from your SFDC Sidebar: browse external archives of files related to a SFDC record and access instantly to their download links;
- New icons and visual improvements ;
- New "More" button connects to related Salesforce Accounts and Opportunities;
- Compatibility with SFDC Classic & Lightning;
- Extensible support to additional apps;
- Bug fixes and performance improvements.
Connect your favorite web apps (such as on-boarding platforms, webmail products, customized portals) to your CRM.
Take advantage of several real-time functionality to access and share Salesforce (R) standard and custom objects with any external service. Assign roles and basic permissions, enhance user experience, validate data before storing it in Salesforce. Since v. 1.1, you can avoid copying your Company data to unreliable and non-real-time custom fields of 3rd party services: sharing is better! Increase your privacy, protect your data!
Features:
1) Salesforce project lookup directly from your favorite external web apps;
2) Customizable area to edit your SFDC data within external web apps;
3) Real-time field validation;
4) Real-time dedicated Apex RestResource for additional SFDC data validation;
5) 3rd party custom field section replacement;
6) Project summary Grid view;
7) Contact sharing;
8) Print/Export options;
9) Easy configuration to set permissions and add/remove shared fields from a simple SFDC table;
10) Additional pop-up functionalities including:
--- Latest external platform project listing and quick access;
--- Multi-instance simultaneous management;
--- SFDC pending project report;
--- Latest successfully-pushed SFDC project report;
--- Multi-instance full disconnection;
--- Quick manual field definition refresh;
--- Attachment area with tools to easily push files to SFDC (live logs and error management included);
--- Onboarding Platform Theme Support (under development);
11) Sidebar for Salesforce includes:
--- Quick summary of external related records;
--- Aggregation of all important information in one place, simplifying your SFDC experience by reducing the number of tabs you need to monitor data from different sources;
--- Quick links to access external related records for faster browsing;
--- Quick access to attachments and download links.
Coming soon:
- Salesforce Standard Object Extended Lookup from any webapp.