* You need to have an administrator account. * Supported Versions: Professional (need API access), Performance, Enterprise, Unlimited and Developer Edition * We don’t support Salesforce Classic Step 1：Click Camcard for Salesforce to find “Camcard for Salesforce” application in appexchange. Step 2: Click Get It Now, you’ll be prompted to log in. Enter the username and password of your Trailhead Playground and click Log In. Step 3: You can select install in Production or install in Sandbox, then click Comfirm and Install Step 4：Select Install for Admins Only, then click Install. Step 5：If you see a pop-up asking you to approve third-party access, select Yes, grant access to these third-party websites and click Continue.
step 1: To open the App Launcher, on the left side of the navigation bar, click Step 2: Enter Camcard in the Search apps and items… box and select Camcard. Step 3: You can find Clone Setting Data at the top right of your screen,Click Clone Setting Data to initialize the settings. Step 4: From Setup, enter Custom Metadata Types in the Quick Find box,then select Custom Metadata Types. Step 5: Click Manage Records next to the OCR Settings, then click Edit. Step 6: Please be sure to enter the primary contact information,It is important to notify you regarding information.you can set First Language … Initialize OCR input language for users.
Step 1: From Setup, enter Users in the Quick Find box, then select Users. Step 2: Select a user. Step 3: In the Permission Set Assignments related list, click Edit Assignments. Step 4: To assign a permission set, select it under OCR Permission Sets and click Add, and then click Save.
Use this section to manage user licenses. Step 1: From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Step 2: In the Installed Packages related list, click Manage License for Camcard®. Step 3: In the Licensed Users related list, click Add Users. Step 4: In the Available Users related list, select Action for the user you want to add and click Add. To remove a license for a single user Step 1: From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Step 2: In the Installed Packages related list, click Manage License for Camcard®. Step 3: In the Licensed Users related list, from the Action column, click Remove next to the user whose license you want to remove.
COMPAIGN： Step 1: To open the App Launcher, click Campaigns Step 2: Select a campaign for which you want to set as the default and check the is default box,then save it. LEAD/CONTACT: Step 1: From Setup, enter Object Manager and select contact or lead Step 2: Choose the Fields & Relationships and click Lead Source. Step 3: Find the Account/Lead Source Picklist Values ,select a Values for which you want to set as the default. Step 4: Find the check box after the default, check it, check and save it
step 1: To open the App Launcher, on the left side of the navigation bar, click Step 2: Enter Camcard in the Search apps and items… box and select Camcard. Step 3: select View Bags, In the View Bags list, Click New. Step 4: Choose the type of field and click Save.Consider the following. * Field types correspond to API data types.* If your organization uses Shield Platform Encryption, ensure you understand how to encrypt custom fields using the Shield Platform Encryption offering.