A XenDirect Company is comparable to a Salesforce account.
How To Tag an Existing XenDirect Company With an Existing Salesforce Account
- Go to Main Menu »» Companies »» Company Info.
- Search and edit the desired Company record.
- Go to the Other tab.
- Add the Salesforce ID. The value should match exactly as it is in Salesforce.
- Save the Company record
How To Send an Existing XenDirect Company Into a New Salesforce Account
- Go to Main Menu »» Companies »» Company Info.
- Search and view the desired Company record.
- Go to the Salesforce tab.
- Click the Salesforce Send button in the upper right corner of the Salesforce tab.
- If there appears to be one or more records in Salesforce that matches the Company, a list of the possible matches will display. Select from the list or select to add as a new record.
- If there is no match in Salesforce, the Company will be added.
How To Import an Existing Salesforce Account Into a New XenDirect Company
- Go to Main Menu »» Companies »» Company Info.
- Click the SF Import button in the blue toolbar.
- Enter the search parameters for Company Name. The search field uses an "anywhere" string search. If "West" was used as a name search, the results would include "Western Fields", "Southwest Auto Parts", and "Bank of the Old West".
- Click the Search button.
- Select one choice from the search results to import or Close to cancel.
How To Navigate To a Salesforce Account From a New XenDirect Company
- Go to Main Menu »» Companies »» Company Info.
- Search and view the desired Company record.
- Go to the Salesforce tab.
- Click the Salesforce View button in the upper right corner of the Salesforce tab.
- You will be redirected to Salesforce in a new window.
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