Solomo Link Uptake to Salesforce
大小:37.12KiB版本:v 1.0更新时间:2021-12-21
In Uptake, this adds a hyperlink to the name of the company you are looking at to Salesforce.
Solomo Link Uptake to Salesforce 的使用方法详解,最全面的教程
Solomo Link Uptake to Salesforce 描述:
用户数:3
分类:生产工具插件
扩展大小:37.12 KiB
最后更新时间:2021-12-21
版本:v 1.0
Solomo Link Uptake to Salesforce 插件简介:
这是来自Chrome商店的 Solomo Link Uptake to Salesforce 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。
Solomo Link Uptake to Salesforce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。
Solomo Link Uptake to Salesforce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/The "Solomo Link Uptake to Salesforce" is designed for Caterpillar dealers who use a proprietary CRM platform, called Uptake, to access information from Salesforce. Many dealers have multiple environments, including Uptake and Salesforce. Uptake does not allow for integration and it is difficult for the Uptake users to access CRM data from Salesforce. The Chrome plugin allows Uptake users to access Salesforce CRM data easily by clicking on an account name from the Uptake screen.
Users are authenticated with Salesforce and can access Salesforce CRM data to get a complete picture of what is happening in their accounts. Using the Chrome plugin, this can be accomplished without expensive and complicated integration between the two platforms.