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MakeLeaps for Salesforce Setup
MakeLeaps for Salesforce Setup
How to set up MakeLeaps for Salesforce (ML4SF)
1. Preparation
【MakeLeaps for Salesforce】Preparation
2. Installing “MakeLeaps for Salesforce”
【MakeLeaps for Salesforce】Installing “MakeLeaps for Salesforce”
3. Salesforce Settings
【MakeLeaps for Salesforce】Edit Connected App permissions
【MakeLeaps for Salesforce】Allocation Management
【MakeLeaps for Salesforce】Add “Accounts” screen to MakeLeaps
【MakeLeaps for Salesforce】Add “Sync with MakeLeaps” to the Account List View
【MakeLeaps for Salesforce】Add “Account Administrator” screen to MakeLeaps
【MakeLeaps for Salesforce】Add an “Opportunity” screen to MakeLeaps
4. Open MakeLeaps for Salesforce
【MakeLeaps for Salesforce】Authenticate MakeLeaps application
【MakeLeaps for Salesforce】Sync “Account” information with MakeLeaps
5. Plan Signup
【MakeLeaps for Salesforce】Plan Signup
6. Other
【MakeLeaps for Salesforce】Setting login access permissions
【MakeLeaps for Salesforce】Add new user
【MakeLeaps for Salesforce】Add mail point
【MakeLeaps for Salesforce】Using the Import Function
【MakeLeaps for Salesforce】Lightning Experience modifications for Classic users
【MakeLeaps for Salesforce】Method for updating to Classic from Lightning Experience
【MakeLeaps for Salesforce】Supported Browsers
【MakeLeaps for Salesforce】Browser settings for Safari
【MakeLeaps for Salesforce】Browser settings for Internet Explorer
【MakeLeaps for Salesforce】Browser settings for Firefox
【MakeLeaps for Salesforce】Browser settings for Google Chrome
【MakeLeaps for Salesforce】If unable to create permission set while using the Professional Edition
【MakeLeaps for Salesforce】Inquiries
