Change Lightning Program Configuration

Permanently deleted user

This task requires Salesforce administrator credentials.

Make sure you are logged into a Salesforce administrator account.
Enter the Setup area by clicking Setup at the top right of the page.
Under the Build menu, expand Develop and then select Custom Settings.
Click the Manage link for CloudShare Settings.
Click the Edit link next to your CloudShare settings set (by default this is called Default .)
Edit the settings.
Click Save.

Table 6. CloudShare Invitation Settings Fields

Field	Description
API Key	Your CloudShare API Key. You can obtain your API key from your details page on CloudShare.
API ID	Your CloudShare API ID. You can obtain your API ID from your details page on CloudShare.
Opportunity Stage Names	The stages for which you want CloudShare invitation creation to be enabled. Separate stage names with a semi colon (;). Caution Do not insert spaces between stage names. Spaces between stage names invalidate the configuration.
Sales Enablement Option	Optionally activate the checkbox Sales Enablement module instead of invitation module . By default, the package is integrated with the Invitations module. You should activate this checkbox when you are using Sales Enablement.

0 comments

Article is closed for comments.