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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 Guides from a Phone Contact

Launching Guides from a Phone Contact

When Guide Designer is installed, it added a
vCard
button onto Contact pages. After pushing this button, Guide Designer creates a
vCard
file that you can use to add this person to a contact list. When you are in your contact manager, the information displayed when you open the contact contains a link that when tapped displays the guides that a user can run for this contact.
Here how you do this:
  1. Click the
    vCard
    button on a Contact page.
    A contact page
  2. After you press this button, your browser receives a
    vCard
    file. Execute this file to have it be installed in Outlook or another contact manager. If you do this on a PC or Mac, your contact manager must sync with the contact information on your smart phone. Here is what a contact page looks like on an iPhone:
    Contact in a smart phone
  3. Notice the link in the home page area. Tapping this link displays the guides that you can run for this contact. If there is only one guide, Guide Designer displays that guide.

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