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  1. Preface
  2. Salesforce Managed Package
  3. Running a Guide within a Salesforce Organization
  4. Techniques
  5. Customizing Salesforce
  6. Mobile Guides
  7. Meeting Follow-up Wizards
  8. Controlling Who Sees Guides
  9. Launching a Guide
  10. Guide Execution Reports

Salesforce and Application Integration

Salesforce and Application Integration

Using the Guides Tab

Using the Guides Tab

To view guide execution history from the Guides tab:
  1. Locate the Guides tab in the Salesforce menu. You may need to click the
    +
    sign and choose it from the list of options. The following page opens:
    Guides Home tab
    The Salesforce controls on this page apply only to the list. You must open Guide Designer to use the guide design features.
  2. Click on the guide you want to view to see the execution details, as shown in this image:
    Details page
    From this page, you can:
    • Click
      Guide Design
      in the header to open the guide in Guide Designer.
    • Click the guide name in the list to display a Salesforce detail page for the selected guide.
    • Click the name in the
      Run On
      column to see information about the user account that run the guide.
    • Click
      Open
      in the Running Guide column if the guide is still executing and view the guide in progress.

Guide Details

If you click Name in the Guide Executions list, the following details page displays:
Guide Execution Details
Several options are available to manage the execution reporting history. For example, you can:
  • Click
    Delete
    if you no longer need this history. However, note that if you delete the guide history from this page, you must republish the guide in Guide Designer before it is available for execution.
  • If the guide includes milestones, click
    Milestone
    to display a detail page for the milestone.
  • Click
    Execution Log
    to log in to Informatica Cloud® and review the guide execution log in the Application Integration Console.

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