Setup
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 2PopularFind 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 fPopularAllocate 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 Look for installed packages Click on Manage Licenses in the row for PipeLaunch and then on Add UsersPopularAdd 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 withSome readersDisplay / 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  Lightning Web Components based on Permission Sets
This will allow 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 . In Object Manager, select theFew readersIntegrating PipeLaunch and Squivr
Creating a Custom Setting Record Open Salesforce Setup Search Custom Settings Find Org Chart Global Settings and click Manage Click New to create a new Custom Setting Record and populate the following fields First Create one for AccountFew readersIncluded Permission Sets
Label Required Description PipeLaunch ✔️ Base permissions that should be assigned to ALL users. Includes access to all the custom objects and fields included in the managed package. All the apex classes required are also included. | PipeLaunch Admin | | Assign this permission to all users that doesn't have the System Admin permission set and that should be able to access to the following: PipeLaunch tabs: Settings; Signals Logs; Log, It also allow thFew readersPipeLaunch Native Salesforce App Setup and 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.  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 fSome readersUnlink 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 LinkedISome readersWhen 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 readersInstall 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. ||| This plugin is not required at all to use PipeLaunch. It's just an add-on that can save you some time. Use it at your own risk Install the plugin here https://login.salesforce.com/packFew readersError: 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 readersError: No such column CompanyNumericalId__c
If you encounter the error "No such column CompanyNumericalId__c" or you cannot access the field "CompanyNumericalId__c" 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 readersWhy 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 readersCustomize the Company Insight Components
To select what tabs are displayed on the Company Insight components click on the arrow down next to the component. || You need to have the default "System Administrator" permission set or the "PipeLaunch Admin" permission set assigned to your profile to be able to access this setting Click on Settings. . 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. , migrate that data to your own custom fields before uninstalFew 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. Task Credits Notes Business email finder 5 You are only charged if PipeLaunch finds a validated email address | Find a possiSome readersSetup 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 if ySome readersSupported 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 endlFew readersPipeLaunch 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 Title | API NFew readers