Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You will be able to see your created campaign in your ADvendio account under Details.

...

Setup

Creating the Sales Assistant Flow Button

...

  • Go to the "Set up" menu.

  • Choose and select the "Object Manager" tab.

  • Under "Label," select "Account."

  • Under "Account," select "Buttons, Links, and Actions."

  • Press the "New Action" button.

...

  • In the new window, fill in the following data:

    • Action Type: Select "Flow."

    • Flow: Choose "Self Service Advendio Package Flow version 1."

    • Standard Label Type: Select "None."

    • Label: Enter "Sales Assistant."

    • Name: Enter "SalesAssistant."

  • Save the changes.

...

Adding the Sales Assistant Flow Button to Your Page Layout

...

  1. Go to "Set up."

  2. Select "Object Manager," then choose "Account."

  3. Under "Account," select "Page Layouts."

  4. Choose the "Account - Client Layout" option.

  5. Within the "Account - Client Layout," select "Mobile and Lightning Actions."

  6. Locate the "Sales Assistant" button and drag the "Sales Assistant" tab under the "Salesforce Mobile and Lightning Experience Actions" section.

  7. The system will refresh the data, and you will see the Sales Assistant button displayed in your ADvendio account.

...