Installing SalesIntel for Salesforce
- Go to AppExchange from the webpage or Salesforce portal
- Search 'SalesIntel' and access app in listing.
- Click ‘Get It Now’ from SalesIntel’s application information page
- Login to your Salesforce org where application will be installed, and enter your Admin credentials.
- Choose to install either in the production environment or sandbox.
- Accept terms & conditions, then confirm the installation.
- Re-enter credentials for Salesforce org where the application will be installed
Below are some of the features applicable within Salesforce
Request Verification for Research on Demand (ROD)
Submitting Custom Request for ROD
Related Articles:
SalesIntel Managed Package Installation and Configuration Guide (PDF)
How to setup Inline pages in Salesforce
How to setup Contact/Lead/Account Mapping
How to setup Salesforce - Enrichment
SalesIntel Managed Package Overview
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