Post Installation Setup
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
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 Insights: Here you will have three sub components (Info, People and Jobs). Info will provide all the information regarding the company including location, logo, specialities and description. People will help you perform persona based or keyword based search to find people working for that company with respect to the filters. Jobs will list the jop openings for that particular account which can be saved to your Salesforce org.
Contact Insights: Provide all the insights of the Contact including description, educational background, career experience, etc.
Company News: Information on the company you have open. You can choose what domains PipeLaunch is getting information from.
Mobile Manager: This feature is only available to Salesforce Enterprise costumes. With “Send to Mobile” you can send the contact number of
the account of contact to your mobile device.
Once you are happy with the setup and where the components are displayed, go ahead and click Save to store the layout.
Press on the arrow on the top left corner to return to Salesforce.
Once you can see the components, you will notice a drill down icon on each of the components. The following components can be edited to retrieve different results.
Suggested Contacts, add the job titles you want PipeLaunch to retrieve for you.
Company News, add the domain where you want PipeLaunch to get information from.
If you have installed PipeLaunch in the past, note that you might have to delete the Lightning Web Component and add it again in order to refresh the component.
More questions?
If you need any additional information our support don't hesitate to contact us on support@pipelaunch.com
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
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 Insights: Here you will have three sub components (Info, People and Jobs). Info will provide all the information regarding the company including location, logo, specialities and description. People will help you perform persona based or keyword based search to find people working for that company with respect to the filters. Jobs will list the jop openings for that particular account which can be saved to your Salesforce org.
Contact Insights: Provide all the insights of the Contact including description, educational background, career experience, etc.
Company News: Information on the company you have open. You can choose what domains PipeLaunch is getting information from.
Mobile Manager: This feature is only available to Salesforce Enterprise costumes. With “Send to Mobile” you can send the contact number of
the account of contact to your mobile device.
Once you are happy with the setup and where the components are displayed, go ahead and click Save to store the layout.
Press on the arrow on the top left corner to return to Salesforce.
Once you can see the components, you will notice a drill down icon on each of the components. The following components can be edited to retrieve different results.
Suggested Contacts, add the job titles you want PipeLaunch to retrieve for you.
Company News, add the domain where you want PipeLaunch to get information from.
If you have installed PipeLaunch in the past, note that you might have to delete the Lightning Web Component and add it again in order to refresh the component.
More questions?
If you need any additional information our support don't hesitate to contact us on support@pipelaunch.com
Updated on: 31/07/2024