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Administration settings Installing fields Available fields in other CRM systems
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…
Last updated on 30-10-2023 Insert tabs into the app When you’re logged into your Salesforce organization: Once you’re in the setup, locate “App Manager”. After accessing the App Manager, find the app where “Risika Risk & Credit” needs to be used. After clicking “Edit”, do the following: Insert tabs on the account Now, go to…
Last updated on 16-10-2023