Freely Manage Salesforce with SaaSConsole

Requirements:

Steps:

1. Under Salesforce Integration, click on Salesforce Chatter. This feature allows you to manage the Chatter groups and its members.
   
2. Click on the add icon to create a Salesforce Chatter Group. This will open up the Create Chatter Modal.
3. To create a chatter group, the user is required to provide a Name. The user is also provided with an option to automatically connect the created Chatter Group to the SaaSConsole group by simply checking the option on the create modal.
4. Once satisfied with the Chatter Group information, click the Create button. This action will create a new Chatter Group to your Salesforce Account.

Requirements:

• Connected Salesforce Chatter Group

Steps:

1. Under integration for Salesforce Integration, click Chatter. This feature allows you to manage the Chatter groups and its members.
   
   
2. To edit a Salesforce Chatter Group, navigate on the connected Salesforce Chatter name. Click on the icon to edit the Chatter group. This will open up the Edit Chatter Group Modal.
3. To edit a chatter group, users are allowed to update the Salesforce Chatter Group Name.
4. Once satisfied with the Chatter Group information, click the Update button. This action will update the chatter group on your Salesforce Account.

Requirements:

• Connected Salesforce Chatter Group

Steps:

1. Under Salesforce Integration, click Salesforce Chatter. This feature allows you to manage the Chatter groups and its members.
   
   
2. To disconnect a Salesforce Chatter, navigate to the rightmost part of the connected Salesforce Chatter group name. Click on the circle with the “x” icon to disconnect the Chatter. This will open up the Disconnect Confirmation modal.
3. Once you are sure to disconnect the Chatter, click the Remove button. This action will remove the Chatter members from the SaaSConsole Group and its connection in the SaaSConsole Group.

Requirements:

• User must have a Salesforce account.

Steps:

1. Under Salesforce Integration, click Salesforce Permission Sets, this feature allows you to manage the permission sets within SaaSConsole.
   
2. Click on the add icon to create a new Salesforce Permission Set. This will open up the Create Salesforce Permission Set Modal.
3. To create a board, users are required to provide a permission set Name, Label and License. Users are also provided an option to automatically connect the created Salesforce permission set to the SaaSConsole group by simply checking the option on the create modal.
4. Once satisfied with the Permission Set Information, click the Create button. This action will create a new Permission Set in your Salesforce Account.

Requirements:

• Connected Salesforce Permission Sets

Steps:

1. Under Salesforce Integration, click Salesforce Permission Sets, this feature allows you to manage the permission sets within SaaSConsole.
   
   
2. To edit a Salesforce Permission set, hover your mouse on the connected Salesforce Pernission Set name, and a pencil icon will appear. Click on the icon to edit the Permission Set. This will open up the Update Salesforce Permission Set Modal.
3. To edit a Permission Set, users are allowed to update the Name and Label of the Salesforce Permission Set.
4. Once satisfied with the Permission Set Information, click the Update button. This action will update the Permission Set on your Salesforce Account.

Requirements:

• User must have a Salesforce account.

Steps:

1. Under Salesforce integration, click the Manage Inactive Users in the alert in either of the Salesforce Applications. It will open the Activate Salesforce User Account modal. The users in this modal have inactive account(s) in your Salesforce Account.
2. To activate the users, the user is required to provide select a User License and Profile.
3. Once satisfied with the Users information, click the Activate button. This action will activate the users account in your Salesforce Account.