Setup

• PipeLaunch Native Salesforce App Installation Guide

  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. PipeLaunchFeatured

• 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 the page Layout Remove the Company Info component Replace it with the new componentSome 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

• 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 mobileSome 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 Contact Org Chart GlobaFew readers

• 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 UsersFew readers

• 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 fFew 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

• 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

• 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.pFew 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

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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

• 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

• 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

Signals

• Signals Credits

  The signals feature is credits-based. A client should contact the sales department to top up the account before using it. Each successful operation will deduct some credits. You can check your credit balance in PipeLaunch Settings -Signals -Credits balance.Few 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 Company Change Contact left the previous company and joined a new one. Name Mismatch Discrepancies between the name of the record in Salesforce and the public name on LinkedIn™ Job Title Change Contact only changed job title e.gFew readers