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TitleTypeExcerpt
Install WorQ From AppExchange Page To install from AppExchange follow this link
Install Dialero From AppExchange Page To install from AppExchange follow this link
WorQ Post Install Setup Page Setup and deploy custom domain Complete this guide to set up a domain name for your organization Complete this guide to Test and Deploy your domain. Set Up Permissions If the permissions weren’t set during the installation process, adding Permission Set to...
WorQ Pre Install Page User Profile Pre Setup WorQ requires several permissions to be available for the User Profile: Leads: Read, Create, Edit Cases: Read, Create, Edit Pushtopic: Read, Create If custom profiles already pre-set in your organization, make sure the profiles has access to the objects. ...
Requirements and Limitations Overview Page Salesforce Technology Limitations WorQ app utilizes the following technologies provided by Salesforce: Apex Scheduler: WorQ uses 1 hourly scheduled job to perform background tasks Salesforce Governor Limits Streaming API: WorQ creates maximum of 2 API calls for every item captured by Queues....
Requirements Overview Page Twilio Account Dialero requires an active Twilio Account. If your don’t have one, please refer to the Set Up Twilio Account section. Salesforce Editions Compatibility Dialero if compatible with the following Salesforce Editions: Professional Enterprise Performance Unlimited Browser Compatibility ...
Setup Org Site Page Add a site Navigate to Sites Setup Click New in the Sites tab Fill the Site Edit form as following: Site Label: dialero Site Name: dialero Active Active Site Home Page: SiteLogin <span...
Setup Twilio Page ## Register new account {#register} * Navigate to [Twilio Sign Up page](https://www.twilio.com/try-twilio){:target="twilio"} and register your account * Complete the registration process as required by Twilio ___ ## Get a Twilio phone number {#phone} {% include note.html content="This phone number will be used as Caller Id for the outbound calls that...