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    d.velop connect for Salesforce CRM: User
    Version 3.10
    PDF herunterladen

    In this documentation

    • Basic information on the application
      • About d.velop connect for salesforce CRM
    • Getting started
      • Uploading files
      • Displaying the document list for a specific data record
      • Useful things to know about viewing documents during editing
      • Finding documents in the document list
    • Additional functions and settings
      • Filtering the result list
      • Sorting the result list
      • Downloading files from the document list
      • Sharing documents in Chatter
      • Sharing documents with people outside the company
      • Sending documents by e-mail
      • Creating a new version of a document
      • Editing document properties
      • Editing document list columns
    • Additional information sources and imprint
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