Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How Do You Use Email CRM For Salesforce Logging Automation?

April 26, 2017automation Business CRM email Finance logging sales SalesForce wiki wikihow

0

10 Posted

How Do You Use Email CRM For Salesforce Logging Automation?

1 Answer

0

10 Posted

• Begin by grabbing and installing the AppExchange package here: http://sites.force.com/appexchange/listingDetail?listingId=a0N30000001e8euEAA • Once installed watch the video: http://www.youtube.com/watch?v=xQwCjm_vtUE • Now, you must setup an account; once setup, your CRM will begin getting populated by your emails and conversations with custoemrs. • Watch this video for a more visual tour of the most basic installation. • Configure Salesforce • Visit the setup page • Add a remote site • Setup the Salesforce “Home” page component • (optional) • Include CureCRM’s widget on the “Home” page component • (optional) • Visit “Home” to see CureCRM in action • (optional) • Login to CureCRM on Salesforce • Browse to the CureCRM page via Salesforce and login with your email and password (created above).