SalesForce CRM

What is SalesForce CRM

Salesforce CRM is a fast, customizable, secure, scalable system with all necessary functions, a large number of integrated business applications (Web, Desktop, Mobile)

You can do the following with the SalesForce CRM:

Find more high-quality leads, more quickly, and grow your pipeline

Automate all of your sales processes so you can spend more time selling

Model your business in SalesForce and make smarter decisions

Accessing SalesForce CRM

Saleforce CRM can be accessed by the following link: https://login.salesforce.com/

Using the Connector

Objects in SaleForce CRM are HTML screen elements. Once you log in to CRM, you can capture screen elements. The capturing process is the same as capturing HTML objects in other web services.

In order to work with Sales Force CRM, you can use three types of Connectors: Web, Chrome, and Firefox.

Chrome and Firefox are supported by the Generic HTML connector.

We recommend that all users use the same browser and browser version. If different browsers are used, the solution will be more complex and this must be taken into consideration during the design phase.

IE 8-11: HTML <object type>

Firefox: NetScape HTML <object type>

Chrome: Chrome <object type>

The following object types can be captured in SalesForce CRM:

Element

Check Box

Combo Box

Hyperlink

Image

List Box

Radio Button

Table

Text Area

Text Box

Button

You need to install the correct connector with Real-Time Designer, according to the browser type you are using:

Web Connector – installed by default

Chrome connector

Firefox connector

From Release 6.7 captures made by Chrome and Firefox connectors are embedded in Generic HTML screen elements.

All connector types supports multiple instances, that is it can work with all browsers and CRM instances.

Troubleshooting

If an object is captured as an HTML element, even though it is actually not an HTML element, you should examine the source HTML code to understand what is the correct type of object. For example:

1. Log in to SalesForce CRM.
2. Go to Libraries and click Contribute. The Contribute Content window appears.
3. Capture the text field or the Browse button. Both screen elements are captured by the same screen element type- HTML Element.

The following is in the source HTML code:

<input name="file" style="margin: 5px;" onkeydown="return false;" onchange="$('fileSelectForm').onsubmit();" type="file" size="27"/>

The type of Screen Element is therefore File. Because the Designer does not support this type, it recognizes it as HTML Element.