Introduction

What is Salesforce & How it can help you?

Salesforce is the innovative CRM platform whose software is cloud-based, so it doesn’t require a team of IT experts to set up or manage — you just log in and start using it.

It connect to your customers in a whole new way. Build more meaningful and lasting relationships - better understand their needs, identify new opportunities to help, address any problems faster and deploy customer-focused apps lightning fast. With a single view of every customer interaction you can sell, service and market like never before.

• Get more leads, close more deals, and do faster.
• Increase customer loyalty, retention, and satisfaction.
• Connect 1-to-1 with customers on social, mobile, and more.
• Anticipate customer wants based on past behavior.

Uses of Salesforce Integration in TractionNext:

A Salesforce vendor can now import data from their account to TractionNext platform. The following data is imported:

• Customer Information
• Basic information

This data can be used to:

• Segment customers based on this data
• Engage customers through relevant campaigns

Product campaign / promotional emails can be sent to Salesforce contacts imported in Traction Next and this will help customer boost their online sales.

Salesforce Package Installation:

Firstly, Create a salesforce developer account https://developer.salesforce.com/ and Login.

Click on Site.com dropdown arrow and click on “AppExchange” from the list.

Following screen will display. Search for “TractionNext” in the search box.

Click on the “TractionNext for Salesforce”.

Click on “Get It Now” button. A popup will appear…

Click on “Log In”. Again, below page appears…

Click on “Get It Now”. Following popup will appear…

Click on “Install in Production” button.

Tick the Terms and Conditions check box and Click on “Confirm and Install” button.

It will take you to salesforce login page again. Login with your credentials. After login, it will redirect to following screen…

A popup window will appear to ask for default remote site setting. User can create remote site setting as well, if they want to access some other API path. Please use this link to create the remote site setting.

Enter the password. Select radio button “Install for Admins Only” and Click on “Install” button.

You will see a progress screen…

Below is the screen for Installation completion.

Click on ‘Done’ button to proceed further. User will be redirected to the installed Package View and will be able to see the package installed.

User can switch to the Traction Connect application from application menu.

• Click on drop down menu next to Help link on top right hand side.  

Default View of application below…