Camcard Administrator Guide

1*. Installed Packages

* You need to have an administrator account. * Supported Versions: Professional (need API access), Performance, Enterprise, Unlimited and Developer Edition * We don’t support Salesforce Classic Step 1*:Click Camcard for Salesforce to find “Camcard for Salesforce” application in appexchan...

2. Initialization data

step 1*: To open the App Launcher, on the left side of the navigation bar, click   Step 2*: Enter Camcard in the Search apps and items… box and select Camcard. Step 3*: You can find Clone Setting Data at the top right of your screen,Click Clone Setting Data to initialize the settings...

3. *Add permission(everyone needs to be authorized)

Step 1*: From Setup, enter Users in the Quick Find box, then select Users. Step 2*: Select a user. Step 3*: In the Permission Set Assignments related list, click Edit Assignments. Step 4: To assign a permission set, select it under OCR Permission Sets and click Add, and then click Save. If you want ...

4. Manage user licenses by using Installed Packages related list

Use this section to manage user licenses. Step 1: From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Step 2: In the Installed Packages related list, click Manage License for Camcard®. Step 3: In the Licensed Users related list, click Add Users. Step 4: In the...

5. Default value settings for compaign and lead/contact

COMPAIGN: Step 1: To open the App Launcher, click Campaigns Step 2: Select a campaign for which you want to set as the default and check the is default box,then save it. LEAD/CONTACT: Step 1: From Setup, enter Object Manager and select contact or lead Step 2: Choose the Fields & R...

6. Custom fields

step 1: To open the App Launcher, on the left side of the navigation bar, click Step 2: Enter Camcard in the Search apps and items… box and select Camcard. Step 3: select View Bags, In the View Bags list, Click New. Step 4: Choose the type of field and click Save.Consider th...