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Português do Brasil
English
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Salesforce Package
Salesforce Package
Learn more about our Revenue Process Automation package
By Erol
1 author
27 articles
Setup
Installation
Basic Configuration (Required)
Advanced Configuration - Reporting (Optional)
Data Pre-Processing
Who/What Id Autocomplete
Auto-Created Contacts/Opportunities
TrulyActivity
TrulyActivity
Salesforce List View Experience
Salesforce Search Experience
TrulyActivity (Data Model)
Account Fields (Data Model)
Trackers, Rules & Actions
Trackers
Tracker Rules
Tracker Actions
Tracker Macros
TrackerMatches
Regex Cheatsheet
Tracker Library Collection
New Tracker Fields
Truly Transcription
Truly Transcription (Data Model)
Opportunity Analytics
OpportunityChanges
Opportunity Metrics (Data Model)
OpportunityChange (Data Model)
Truly Settings
ActivityETL
Salesforce Misc
Adding Truly Tabs to Salesforce
Granting Salesforce Support Access
Setting Up Webhooks
Setting Up Email Notifications
