Support for Salesforce Admins

See the User Assignment Guide which shows how to assign users.

When you want to give users differing permissions in ProsperVue, you can assign users to customized Profile Groups. A few reasons why you might want to do this:

• Give some but not all users the ability to export records from Salesforce
• Give some but not all users the ability to add records to campaigns in Salesforce
• Allow some users the ability to Change Owners for records
• Hide some objects from users based on role; for example Service Cloud users might not need to see Leads

In this video, follow along as we set up Contacts as a new Object in the Bottom Panel. We choose fields to show up in the Bottom Panel and put them in order from left to right.

We also show how Top 10 works, and for which fields to use Top 10.

You’ll see us talk through several use cases, to give you ideas for choosing fields that will give information your users need from ProsperVue.

Follow along as we set up Actions in ProsperVue:

• Get directions from your location to the Contact, Account, Lead, etc.
• One-click search in Google and LinkedIn
• Log calls, appointments, events and tasks
• See all communications history
• Change Owner of Contact, Account, Lead, etc.

See how Top 10 uncovers rich prioritization and visualization of Salesforce data. We show a few use cases for Leads and Accounts where you can prioritize hot leads and at-risk accounts. We show which fields are good for Top 10, and how to configure it for those fields.

The Summary Field appears at the top of the Bottom Panel. It’s a total, so it totals a field that’s populated with numerical values. Choose a field that’s important to your users. This video gives a few examples and shows how to set the Summary Field:

First, for Salesforce Admins, here is how to give permission to export records from Salesforce. Also, see our video about setting up Profile Groups if you do not want all Salesforce users to have permission to export records. Another way to limit data for export is to limit the fields that show in the Bottom Panel. Only fields that show in the Bottom Panel will be exported.

Here is how to set up Profile Groups if you want only some Salesforce users to have capability to export data:

This next video shows Users how to export data from ProsperVue:

Here is how to give permission to export records from Salesforce. Also, see our video about setting up Profile Groups if you do not want all Salesforce users to have permission to export records. You can grant permission only to some Profile Groups. Another way to limit data for export is to limit the fields that show in the Bottom Panel. Only fields that show in the Bottom Panel will be exported.

 

It’s easy to expand or decrease the radius for pins that show on the map. Simply go to the Geocode tab of ProsperVue Admin page, and at the top, there’s a field for setting Radius Distance:

Turn off any ad blockers and pop up window blockers.

The Action Buttons are trying to open new pop up windows. You likely have web browser or ad blocker settings to prevent pop ups. Look at your web browser and ad blocker settings. Enable pop up windows or ads to show on Salesforce.

If you’re using Chrome, see the tiny red square over the web browser icon? It’s telling you that pop ups are blocked on this page. In this example, we have AdBlock Plus installed, and that is blocking the pop up windows.

You might also get a message from Salesforce. Click Open, and then the website you clicked – like LinkedIn − will open.

Once you allow pop up windows on Salesforce in browser or ad blocker settings, you should not get this second message again.