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  • Application Integration
  • All Products

Table of Contents

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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

Back Next

Step 3: Create and Publish a Guide

Step 3: Create and Publish a Guide

Log in to
Application Integration
 and create a new guide.
If you want to run a guide from Salesforce, the guide must be associated with a Salesforce object.
  1. In the properties section of the
    Start
     step, you must set the
    Start
    Applies to
     property to a Salesforce object.
  2. Save and publish the guide.
If you set the property to
Home
, the guide appears on your Salesforce
Home
 page.
The following image shows a guide that applies to the Salesforce Contact object:
This image depicts the Start Properties section of a fuide. The guide applies to the Contact Salesforce object.
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