- Created by Marc Claustre, last modified by Clotilde Della Faille de Leverghem on Apr 21, 2016
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Launch your webbrowser (Chrome) and enter this URL for Production: https://solvay-CRM.my.salesforce.com
Enter you Active Directory (AD) / Solvay Network username and password.
You reach your Salesforce CRM Home page.
If a new user or a change in access rights is needed, you should request your CRM champion of GBU Data Admin to open a request by following the 'Need Help' under 'Helpful Links' in their Home Page. This will automatically direct them to Freshdesk.
Please remind them to be careful to select the Process "Salesforce CRM (OtC)", so the SBS CRM Support Team will directly get your request and to not forget to attach the excel file with all the required information.
Launch your webbrowser (Chrome) and enter this URL for Production: https://solvay-CRM.my.salesforce.com
Enter you Active Directory (AD) / Solvay Network username and password.
You reach your Salesforce CRM Home page. You can then add the page to your bookmarks and navigate as usual in the CRM.
Currently, it is not yet possible to use Salesforce offline on your mobile device. We are working on this to make it possible. We will inform you as soon as the offline mode is available!
Yes, the number format depends on the locale you have selected in your setting. For example, if you select the locale 'English - UK', numbers will be displayed in Anglo-saxon format.
To change, go to 'My Settings' > 'Personal' > 'Language & Time Zone' > Select your locale and the number format will be automatically adapted.
Chatter is an application designed to enhance collaboration and is embedded within the tool. You can “follow” any object or record within the tool, such as people, accounts, opportunities, etc. The advantage is that once you are following a record, you are notified when changes are made. You can also post files to share information and get feedbacks from colleagues and make comments on objects and records. This is a very important feature to enhance collaboration and to help you be follow the activities, opportunities, accounts, etc. you are interested in.
On all pages, you can see "Show Feed / Hide Feed" link. Click on Show Feed, then to follow a record or a colleague, click on the green button "Follow". You can unfollow by clicking on the cross next to "Following"
There is no possibility to stop people from following you.
Click on your name and select My Settings. In the Menu on the left, click on Chatter / Email Notifications. You can decide when to receive an email and define the frequency.
This is normal. The synchronization between Gmail and Salesforce takes about 5 minutes.
Not all events in Gmail are synchronized with Salesforce, so you can still enter some other activities in Gmail. If you wish to synchronize your events from Gmail to Salesforce, you have to flag the event with the red colour and make sure the event visibility is not on 'private'
You can synchronize contacts directly from Gmail inbox or from your Contacts. Open the email or click on the contact and Cirrus will indicate whether the contact, through the email address, is already in Salesforce.
Cirrus will automatically fulfill the First Name, Last Name and the email address of the Contact.
The user can then fulfill the rest of the information such as:
- Account Name
- Language
- Phone numbers
- Function & Titles
- Address (Be sure to check that the Signature extraction is set to “Always Review Results” in Settings > Signature Extraction)
No, changing the color of the event in Google Calendar does not delete the event in Salesforce. You can change the color in Google Calendar, but then you must go to your Salesforce calendar and delete the event there.
Events can be deleted in either Salesforce or Google Calendar. If you delete in Salesforce, it will be deleted from Google Calendar and if you delete in Google Calendar, it will be deleted from Salesforce (bi-directional delete).
The best way to get IT support is to use the new
Service One Platform.