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Preparation Salesforce Package A Salesforce Package must be installed in your Salesforce environment. It can be installed via link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tTc000000LCEHIA4 or via terminal using the following command:sf package install -o [YOUR SALESFORCE ORG] -w 5 -r -p 04tTc000000LCEHIA4 Setup guide for Salesforce Step 1: Go to setup your Salesforce To setup your Salesforce Organization: Step…
Preparation Dynamics 365 Solution A solution must be installed in your Dynamics 365 environment. It can be installed from Microsoft Marketplace. Azure Entra ID (Active Directory) access The app requires the following information of an application user: A guide to installing an application user can be found here. Installation and configuration Integration installation Go to…
Last updated on 16-10-2023 All the fields ending in “sotrans”, are translated lists, that will appear in the local language of the SuperOffice client. Installing fields To install more fields in SuperOffice, go to “Settings and Maintainance”, select “Fields” in the left hand menu, and add the fields you want with the appropriate ProgId. For…
Last updated on 16-10-2023
Last updated on: 18-10-2023 To make changes to forms and fields, you need to be logged in to Make.powerapps.com. When you are inside Dynamics, we recommend the following approach for adjustments to forms and fields. Edit Your App Add Settings Panel After clicking “Edit” you’ll arrive at the following page, where you should: After clicking…
Last updated on 13-11-2023 Please note, you must be a SuperOffice Administrator to install and configure this app. After you have signed up for Byggfakta SMART App, (which you can do here: https://appstore.superoffice.com/siteshop-aps/byggfakta-live), you will be redirected to the installation page. To use Siteshop Apps in SuperOffice, users need to be assigned relevant roles. Here’s…
Learn how to use and configure the Byggfakta SMART app in CRM. Table Of Contents Introduction The Byggfakta SMART app, is a standard plugin that allows to to import, qualify and work with construction projects from all of the Nordic countries directly in your CRM system. With the Byggfakta SMART app you can import projects…
Feature OverviewByggfakta Live for SuperOffice CRM Introduction This document describes the functionality and settings for Byggfakta Live for SuperOffice CRM developed and maintained by Siteshop ApS. Please note that separate licenses / subscriptions are needed for: The Byggfakta Live for SuperOffice CRM app lets you select construction projects from your Byggfakta / FaktaNet Live page…