A1220 - Navigation and search

Convergence uses Single Sign On : no need for login and password. Just type the following URL in Google Chrome :

https://solvaysrm.my.salesforce.com

Then click on "Solvay Google"

If you connect for the first time, you will have to register your phone number.

An then, verify your identity by fill in the code you just received by text message.

When you connect for the fist time, Convergence will look like this

Click on the left arrow to display the left side panel

The left side panel contains useful information and links

Help

Need help : a link to this Confluence user guide

Create request : open a ticket in Freshdesk if you need help

Supplier help : a link to a pdf to help suppliers

Tools

Single Buyer Portal : a link  to this portal, directly in Convergence

QlikView : a link to your BI tool

Recent items : a link to the last objects you browse : last suppliers, last contacts, etc.

Recycle bin : a link to all object you deleted

On the top of any Convergence screen, you will find the same elements.

Logo of Convergence

Search bar to search in every object

Tabs to navigate between objects

Type any term in the search bar and click on "Search"

When you connect for the first time, feel free to close the salesforce ad which is displayed on every Convergence page. Just click on the cross on top right corner.

Results are displayed by object. In this example :

1 Account contains the word "Golf"

1 Activity (meaning a task) contains the word "Golf"

1 Team member contains the word "Golf"

and 3 Visit Minutes contain the word "Golf"

etc.

All pages in Convergence are structured the same way.

Details : the first half of any page contains details about the object. For example, an account page will first displays details about the account.

Related list in Convergence are tables showing informations which are linked to the object. For example, the is a "Visit Minute" related list on an account page : it shows all the Visit minutes from this account..