Setup

• PipeLaunch Native Salesforce App Installation Guide

  Click on the button below to Install the latest version from the AppExchange and click on "Get It Now". Please note this also applies to users looking to upgrade to the latest version of PipeLaunch. Click on Get It Now Button (httpFeatured

• 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 2Popular

• Find your Salesforce Organization ID

  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 fPopular

• Add the new Company Insights or Contact Insights

  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 withPopular

• Allocate PipeLaunch licenses and permission sets

  Please note you need to be a Salesforce Admin in order to perform this task. Add PipeLaunch Licenses to Users Go to Setup PipeLaunch Setup in Salesforce Look for installed packages PipeLaunch installed Packages in Salesforce Click on Manage Licenses in the row for PipeLaunch and then on Add UsersSome readers

• Display / Add PipeLaunch fields such as LinkedIn Company Name or LinkedIn URL to your Account, Lead or Contact page layout

  In order to add the LinkedIn Company Name field or the LinkedIn URL field to your page layout, please follow this article. In this example, we will use the Account object and the LinkedIn™ Company Name field. However, you can use this method for any object or field Go to Setup Click on the Object Manager (https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/image181kx2j.pSome readers

• Hide Salesforce (or PipeLaunch) Lightning Web Components based on Permission Sets

  This will allow to to select which users can see the PipeLaunch components. Creating the Permission Set and the Custom Permissions Go to Setup Search for Custom Permissions and click on New Call the new Custom Permision PipeLaunch View and click Save (https://storage.crisp.chat/useSome readers

• Custom Field Mapping Setup

  Here you can learn how to get PipeLaunch to use your existing custom fields. Search for PipeLaunch Settings in the Salesforce AppLauncher On left hand side choose which object you would like to apply custom field mapping Select the fields you want to replace with custom fields (https://storage.crispFew readers

• PipeLaunch GPT Installation Guide

  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. Click on “Edit Page”. Scroll down on the left hand side, until you reach the custom component labeled “CuFew readers

• Integrating PipeLaunch and Squivr

  Creating a Custom Setting Record Open Salesforce Setup Salesforce Setup Search Custom Settings Find Org Chart Global Settings and click Manage Org Chart Global Settings Click New to create a new Custom Setting Record and populate the following fields First Create one for AccountFew readers

• Mapping LinkedIn Fields and other custom fields During Lead Conversion

  This article guides you through mapping a specific LinkedIn field and a custom avatar field during lead conversion in Salesforce. By mapping these fields, the corresponding data from the lead will automatically populate the desired fields in the converted contact or opportunity record. Navigate to Lead Conversion Settings: Go to Setup (gear icon). In Object Manager, select theFew readers

• Included Permission Sets

  Few readers

• Grant Support Access to Salesforce or PipeLaunch

  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 iPopular

GPT

• GPT Credits

  The GPT feature is credits-based. Each generated email will deduct 1 credit. You can check your credit balance in PipeLaunch Settings ➡️ GPT Contact the sales department to "top up" your account with more credits.Few readers

User Guides

• When the company name in Salesforce does not match the LinkedIn Company Name

  PipeLaunch uses two fields to show company and contact information. Account Name LinkedIn Company Name By default, if only the Account field is populated, PipeLaunch will use this field as a reference to search for Account Insights, Contact Insights, and Ideal Customer Profile. If the LinkedIn Company Name is populated, it will use the LinkedIn Company Name as a reference for searches andFew readers

• Unlink the Account or Company with the associated LinkedIn URL

  If you associate by mistake the wrong LinkedIn URL to an Account or a Lead (Company), you can “reset” or remove the association by doing the following: On the component Company Insights, click on the top right down-arrow and select the option Unlink LinkedIn profile. NOTE: If you don’t have this component available or visible on your page layout, you must manually delete the “company LinkedIFew readers

• Install the plugin Flow Lookup

  Unfortunately Salesforce limits the access to the list of active flows in your org from the Lightning Context. If you want to have access to the list of active Salesforce Flows on the PipeLaunch settings options (no need anymore to copy and paste the flow API name), you can install our open-source plugin. Install the plugin here https://login.salesforce.com/packFew readers

• How to Show Profile Pictures and Logos in Salesforce Using the PipeLaunch image fields

  This article guides you through creating a formula field to display Pipelaunch contact profile pictures (avatars) or company logos directly on your Salesforce layouts. This will enhance the visual experience for users working with Salesforce. Here are the steps: Access Salesforce Setup: Log in to your Salesforce account. Click on the Gear icon (Setup) in the top-right corner. Navigate to Object Manager: In the left sidebar, search for the Object where you want to add this fFew readers

• Error: No such column CompanyNumericalId__c

  If you encounter the error "No such column CompanyNumericalIdc" or you cannot access the field "CompanyNumericalIdc" when creating or updating a record, it may be because Salesforce did not update the permission set for your user account. This can happen sometimes when there are changes in the PipeLaunch app or your Salesforce organization. To fix this issue, you must reassign the "PipeLaunch" permission set to your user account. This will grant you the necessary access to the field "CompanFew readers

• Customize the Company Insight Components

  To select what tabs are displayed on the Company Insight components click on the arrow down next to the component. Click on Settings. Company Insights Settings (https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/imFew readers

• Why I cannot see Profile Pictures on Contacts or Company Logos in Salesforce

  If you're unable to see profile pictures on contacts or company logos in Salesforce, it's likely due to security settings that block external images from being displayed. Salesforce enforces strict content security policies to protect your data and ensure that external content is safe. However, this can sometimes result in images not being displayed as expected. One common reason for this issue is that the URLs hosting the images are not recognized as trusted by Salesforce. To resolve this, youFew readers

• How to set field level permissions

  In certain cases, you have to set or update field-level permissions for your users on Salesforce in order to activate certain PipeLaunch components (for example: Contact Insights). This only applies to the standard fields because the PipeLaunch permission set cannot override such permissions. Navigate to Object Manager through the Settings icon in the window's top right corner. Select Edit Object. (https://storage.crisp.chat/users/helpdesk/website/348acba567d60c00/screenshot-801a94Few readers

• Error: This package can't be installed. The requested package doesn't yet exist or has been deleted...

  If you receive one error like this it's possible that your user profile doesn't have permissions to Download AppExchange Packages To enable "Download AppExchange Packages" for a user in Salesforce, you need to follow these steps: Log in to Salesforce as an administrator. Go to Setup (gear icon in the upper right corner). In the Quick Find box, type "Users" and select "Users" under "AdministraFew readers

Signals

• Signals Credits

  The signals feature is credits-based. A client should contact the sales department to top up the account before using it. You can check your credit balance in PipeLaunch Settings -Signals -Credits balance.Some readers

• Setup PipeLaunch Signals

  You can set up signals to start the automatic enrichment of your Salesforce records in just 3 simple steps. 1- Enable the signals that you want to receive Go to PipeLaunch Settings Signals Object Name (e.g. Contacts) and browse the signals available for the object. For Contacts, you have 4 options: Find LinkedIn™ Profile; Company Change; Name Mismatch and Job Title Change. Enable the signal to see the additional options (use the toggle button in the header sections). 2- Decide ifFew readers

• Supported Signals types

  Find LinkedIn™ Profile Search for the public LinkedIn™ profile if there is no LinkedIn URL on the record. A valid LinkedIn™ URL is required to use the other signals since the last information on LinkedIn™ is used as the data source. Company Change A contact leaving their previous company and joining a new one is the most common scenario. You can use one of the included templates or launch your own custom flow to send an email, alert the contact owner, and more. The possibilities are endleFew readers

• PipeLaunch Signals: Included Flow Templates

  The PipeLaunch package comes equipped with a set of pre-built Flow templates that can assist you in getting started with your custom workflow in a quick and efficient manner. These templates have been designed to provide you with a solid foundation to build upon, helping you to save time and streamline your workflow process. Whether you're a seasoned workflow expert or new to the field, these templates are a valuable resource for all users. PipeLaunch Signals: Update Contact TitleFew readers

• How To Find List of Active/Licensed PipeLaunch Users

  Steps to Find List of Active/Licensed PipeLaunch Users. Log into Salesforce and navigate to Setup. Type and find Installed Packages in the search bar. Under Installed Packages, Find PipeLaunch and select Manage Licenses. (https://storage.crisp.chat/users/helpdesk/website/3Few readers