Our Salesforce Admin Guide covers installation of Truly within your team's instance, user permissions, adding custom reporting fields, sync logic and customizations, and how to create a Truly call report!
This guide will walk you through general installation instructions and outlines our Salesforce sync logic
Our Salesforce Admin Guide covers installation of Truly within your team's instance, user permissions, adding custom reporting fields, sync logic and customizations, and how to create a Truly call report!