d.velop AG Logod.velop AG Logo
Documentations
    Search
    Change color mode

    Feedback

    Help us become better!

    Your opinion matters. Please share your feedback with us

    • ContentIncomplete or incorrect information
    • ProductAbout d.velop documents
    • OtherPortal, design, navigation or search
    How satisfied are you with the topic?
    Okay
    Send

    Providing your e-mail address is voluntary and will only be used for further inquiries. You can find more information in our privacy policy.
    Please select at least one category and provide a rating
    Try again
    Thank you for your feedback!Submit another feedback
    An error occurred while sending your feedback. Please try again later
    Try again
    Give us your feedback!
    Sign in
    Open main menu
    d.velop connect for Salesforce CRM: Administrator
    Version 3.64
    PDF herunterladen

    In this documentation

    • Basic information on the application
      • About d.velop connect for Salesforce CRM
    • Installing and uninstalling the solution
      • System requirements
      • Installing d.velop connect for Salesforce CRM for d.velop documents on-premises
      • Installing d.velop connect for Salesforce CRM for d.velop documents
      • Installing d.velop documents for Salesforce CRM
      • Installing d.velop connect for Salesforce CRM for Microsoft SharePoint
      • Uninstalling d.velop documents for Salesforce CRM
    • Configuring d.velop connect for Salesforce CRM
      • Updating d.velop documents for Salesforce
      • Defining the technical information
      • Managing document types
      • Managing properties
      • Managing mappings
      • Configuring the search
      • Configuring storage
      • Customizing the document list
      • Exporting and importing configurations
      • Activating single sign-on
    • Configuration and administration of additional functions
      • Lightning App Builder
      • Flows
      • Quick action dialogs
      • Salesforce Connect
      • Platform events
    • Frequently asked questions
      • Why is the type "Salesforce Connect Custom" not displayed?
      • How do I define the column width for the document list?
      • How do I ensure the connection between d.velop documents (on-premises) and the Salesforce and AWS servers is secure?
      • How do I delete all active user sessions?
      • How do I open the log?
      • How do I open the system configuration?
      • How does Salesforce connect with d.velop documents in terms of technology?
      • Where do I enter my e-mail address and other login information?
    • Additional information sources and imprint
    © 2026 d.velop AG™. All Rights Reserved.
    • Home
    • Impressum
    • Datenschutzhinweise
    • Feedback

      Help us become better!

      Your opinion matters. Please share your feedback with us

      • ContentIncomplete or incorrect information
      • ProductAbout d.velop documents
      • OtherPortal, design, navigation or search
      How satisfied are you with the topic?
      Okay
      Send

      Providing your e-mail address is voluntary and will only be used for further inquiries. You can find more information in our privacy policy.
      Please select at least one category and provide a rating
      Try again
      Thank you for your feedback!Submit another feedback
      An error occurred while sending your feedback. Please try again later
      Try again