Question 1

PipeLaunch Native Salesforce App Installation Guide

Accepted Answer

Download the latest version from the AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000GbgEIUAZ

Click on Install for Admins Only button

Approve Third-Party Access. PipeLaunch API access is mandatory to use the app.

Wait while the app is installing. The installation can take up to 6 minutes, at which point Salesforce will let you know that the installation is taking longer. You should receive an email once the installation is successful.

Go to Setup, and search for Installed Packages menu.

Search for the PipeLaunch app on the list of installed packages. Click on the **Configure **button link (left side) to access the Settings

Allocate Licenses to Users

Now you need to allocate the li

Question 2

Post Installation Setup

Accepted Answer

PipeLaunch is supported by Leads, Accounts, Contacts and Opportunities. In this example we will use the Accounts Object.

Adding the PipeLaunch Components to Salesforce objects

Open any account in Salesforce and click on the setup wheel on the top right corner.

Supported Objects ✅ Accounts ✅ Contacts

| test

|| asfaf

for mobile

||| This feature is not available for Salesforce Enterprise and Essentials users

Click on “edit page”

Scroll down on the left hand side, until you reach the custom component labeled “Custom - Managed”

Click and drag the items on to your Salesforce Screen (in the middle). You can drop them anywhere on the screen. Please note each component has different functionalities.

Company Info: Shows company information including logo, domain and company information.
Company News: Information on the company you have open. You can choose what domains PipeLaunch is getting information from.
Job Openings: Displays jobs based on your keywords, from Linkedin and the Company website.
Suggested Contacts: Here you see other contacts at the Account that could be of interest to you.
**Mobile Manager: **This feature is only available to Sale

Question 3

Grant Support Access to Salesforce or PipeLaunch

Accepted Answer

Your company's administrators have automatic access to your account without requiring any action from you. However, if your organization mandates that users must give permission for administrators to log in, you have the ability to provide access for a specific period.

For security considerations, the maximum duration for granting access is limited to 1 year. Once access is granted, administrators or support representatives can utilize your login credentials to access your data and assist you in resolving any issues.

Click on your profile menu and select Settings.
Search for "Grant Account Login Access" in the Quick Find box.
Search for PipeLaunch on the list. You can establish the expiration date for this access by selecting a value from the provided list.
Finally, remember to **save **your changes.

| If any setup modifications are made by an administrator, support representative, or publisher using your login credentials, the setup audit trail will document these changes along with the associated usernames. Additionally, in certain organizations, a record of clicks made by an administrator while logged in as you may also be recorded for auditing purposes.

|| Please do not forget to share your ORG ID with the organization that has requested support access. [How to](htt

Question 4

Add the new Company Insights or Contact Insights

Accepted Answer

To replace the "Company Info" or "Contact Info" component with the new "Company Insights" or "Contact Insights", you should ask your System Administrator to edit the Lead, Account, and Contact page layout and add the new component to the page layout.

Edit page of the desired component (Contact, Lead, Account, Opportunity) and go to Edit Page

Remove the Company Info component
Replace it with the new component

Question 5

Download a PDF CV from LinkedIn

Accepted Answer

Go to the profile on LinkedIn.
Open the Chrome Extension
If the record does not exist in Salesforce make sure you create a Contact or a Lead
Click on the 3 dots button ⋮
Click on Save PDF

Download CV from LinkedIn

Now go to the record in Salesforce and you will find the PDF under the related records.

CV Extraction from LinkedIn to Salesforce

You can now open the CV or even use a parsing solution to extract data from the CV.

| Do you know that you can automatically run a flow each time the PDF is uploaded? Learn how

Question 6

Find your Salesforce Organization ID

Accepted Answer

Why does your Salesforce instance have an ORG ID?

Your Salesforce Organization ID serves as the distinct marker for your Salesforce identity. When initiating support cases with Salesforce Support, particularly for feature activation, remember to provide this ID.

It's essential to differentiate between the Organization ID of your production environment and that of your Sandbox. Following a sandbox refresh, a new ID is assigned to maintain separation from the original instance.

How to find it?

Click on Gear icon on top right corner

Select Setup
Search for Company settings

Select Company Information under Company Settings
You can find Salesforce.com Organization ID in the right hand column of the Company Information page.

More Questions?

Feel free to contact support@pipelaunch.com

Featured & Frequently Read Articles

Browse All Categories