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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

Launching a Guide Overview

Launching a Guide Overview

You can launch a guide from
Application Integration
or from Salesforce.
If you want to launch a guide from Salesforce, you must perform the following prerequisite tasks in
Application Integration
:
  1. Create a guide and select a Salesforce object in the
    Start
    Applies To
    property. The guide gets associated with the object that you select.
  2. Validate, save, and publish the guide.
If you log in to Salesforce and do not see your guides, log out of Salesforce, clear the browser cache, and then log in to Salesforce.
You can launch the guide from the Salesforce home page or from a Salesforce button. You can also create a calendar event or a vCard in the Guide Designer, to launch a guide from your smart phone.

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