Online Help for Salesforce Administrators
Introduction
Start installation
Considerations for the configuration
Adjust existing Page- and Search Layouts
The portatour® application
portatour® Options
Organization Settings
- Organization Settings overview
- System Information
- Working hours
- Work Break
- Measurement System
- Overnight Stay on the way
User Activation
- User Activation overview
- All activated portatour® Users
- Activate User for portatour®
- Edit individual User Options
- Deactivate User for portatour®
- Alternative: Users can activate themselves for portatour®
Customer activation
- Customer activation overview
- Automatic and manual customer activation
- Activatable Objects
- Optional Filter for mass activation
- Optional Initialization of 'Last Customer Call' Field
- Automatically initialize Customer Call Settings