Our integration package plugin lets sales engineers use their Salesforce account to invite end users to: CloudShare environments CloudShare sales POCs An invited user can spin up and view ...
Important This task requires Salesforce administrator credentials. To install the package: Browse to the package installation link: Production (version 1.8): https://login.salesforce.com/...
Important 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 ...
Important 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...
Important This task requires Salesforce administrator credentials. Use the following procedure to upgrade the Salesforce package from an earlier version. To upgrade: Browse to the package in...
You can create and send CloudShare invitations for an opportunity, provided the opportunity is at a stage that invitations are enabled for. Your Salesforce administrator can change which stages in...
Open the opportunity and scroll down to the Invitations area. A summary of sent invitations is displayed here. To see more detail about an invitation, click the invitation's name. The Invitation ...
