Access Admin Settings
Role:
Administrator
Guided Selling Settings provides administrators with configuration options and management tools for the application.
Accessing Settings
Navigate to Settings
- Log into Salesforce
- Navigate to Guided Selling
- Look for the Settings option in the navigation or app menu
- Click to open the Settings page
Settings Sections
The Settings page includes several sections:
- Users: Manage user access and permissions
- Field Sets: Configure fields available for criteria
- Triggers: Enable/disable automation triggers
- Batches: Monitor and manage batch processes
- Email: Configure email behavior and limits
- SLAs: Set service level agreements
- Setup: API credentials and other setup options
Initial Configuration
After installation, you should:
- Grant permissions: Use “Grant All Permissions” on the Users page
- Configure field sets: Add fields needed for sequence criteria
- Set up API credentials: Configure API access for email and dialer
- Review triggers: Ensure triggers are enabled for automation
- Configure SLAs: Set appropriate service level agreements
Best Practices
- Review all settings sections after installation
- Document your configuration
- Test settings in sandbox before production
- Keep settings updated as your needs change
- Review settings regularly for optimization
Next Steps
Last updated on