ZoomInfo SF Customization Guide

Size: px

Start display at page:

Download "ZoomInfo SF Customization Guide"

Camron Leonard
5 years ago
Views:

1 ZoomInfo SF Customization Guide V0812 ZoomInfo 307 Waverley Oaks Road, Waltham, MA USA ZOOM

2 ZoomInfo SF Customization Guide Find, qualify and close with ZoomInfo SF. Find new leads and easily import into Salesforce. Enhance the data quality of your existing Salesforce leads. Automatic Customizations The following tasks are done automatically by downloading and installing ZoomInfo SF: Required Manual Customizations The following key steps, detailed in this document, must be done manually by the Salesforce Administrator prior to using ZoomInfo SF: Custom Buttons or Links to ZoomInfo SF are made available for placement on Page Layouts: View Company Profile for Leads View Person Profile for Leads Update from ZoomInfo for Leads View Company Profile for Accounts Find Employees for Accounts Find Competitors for Accounts Update from ZoomInfo for Accounts View Person Profile for Contacts View Company Profile for Contacts Update from ZoomInfo for Contacts Insert the Custom button/link to ZoomInfo SF on the Lead Page Layout: ZOOMINFO SF CUSTOMIZATION GUIDE INTRO View Company Profile View Person Profile Update Lead from ZoomInfo Insert the Custom button/link to ZoomInfo SF on the Accounts Page Layout: View Company Profile Find Employees Find Competitors Update Account from ZoomInfo Insert the Custom button/link to ZoomInfo SF on the Contact Page Layout: View Person Profile View Company Profile Update Contact from ZoomInfo 2

3 Table of Contents Customizations & Administration Page 1. Before Starting Installation Data Cleansing Removing Duplications Adding ZoomInfo SF Custom Buttons to Page Layouts Professional Edition Users Special Use of Fields Insert New Lead Conversion Fields Adding ZoomInfo SF Tab Uninstalling ZoomInfo SF Troubleshooting FAQs Appendix...29 Need Additional Assistance? or call % COMPLETE xuse this handy gauge to see your progress as you install and customize ZoomInfo SF ZOOMINFO SF CUSTOMIZATION GUIDE TABLE OF CONTENTS 3

4 1. Before Starting the Installation Process Installation and Set-Up Step 1: Being at the Salesforce AppExchange and search for ZoomInfo. Click the Get It Now button to identify ZoomInfoSF and download. NOTE If you have access to the Sandbox environment, you can choose to install ZoomInfo SF to the Sandbox or the live Production environment. Select either Production (includes Developer Edition) or Test (for Sandbox only). After you have read and agreed to the Salesforce.com Terms and Conditions click Continue. Step 2: If you have access to the Sandbox environment, you can choose to install ZoomInfo SF to the Sandbox or the live Production environment. Select either Production (includes Developer Edition) or Test (for Sandbox only.) Step 3: Choose Environment: Click OK. Step 4: Enter your Salesforce User Name and Password. If you are not a Salesforce Administrator, please contact your company s administrator and ask them to follow the instructions to install ZoomInfo SF. Step 5: You may need to repeat step 1 at this time. Step 6: Read and agree to the Salesforce.com Terms and Conditions. Step 7: Click Install. Step 8: You may be asked to enter your Salesforce.com password again. Step 9: Examine package contents, Click Continue. Step 10: Approve Package API Access: Scroll down > Click Next 0% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE START THE INSTALLATION PROCESS 4

Step 11. Choose security level: Select which user profiles can access ZoomInfo SF Admin access allows only your Salesforce Administrator to use ZoomInfo SF.

5 Step 11. Choose security level: Select which user profiles can access ZoomInfo SF Admin access allows only your Salesforce Administrator to use ZoomInfo SF. No other users will use the ZoomInfo Custom Buttons or the ZoomInfo SF tab. Grant access to all users allows any Salesforce users in your company to use ZoomInfo SF and to see the ZoomInfo Custom Buttons/Links and the ZoomInfo SF Tab. Select security settings allows you to select the appropriate user profiles that can use ZoomInfo SF. Note: See Appendix for instructions to change Profile Access after installation has been completed. When you ve made a selection > Click Next The package is ready to install but the Salesforce Administrator needs to configure it. Step 12. Install Package > Click Install Installation is almost complete, HOWEVER, you must complete the following steps in this guide to activate ZoomInfo SF features. 10% COMPLETE ZOOMINFO POWERSELL SF INSTALLATION GUIDE 5

2. Data Cleansing /Duplicate Checking (Professional Edition users already have the Duplicate Checking feature enabled and can skip to page 7.

Why One key feature of ZoomInfo SF is the ability to update and clean your data, a feature we call Duplicate Checking also known as de-duping.

The goal is to remove redundant or obsolete information, replacing it with more recent and accurate details.

6 2. Data Cleansing /Duplicate Checking (Professional Edition users already have the Duplicate Checking feature enabled and can skip to page 7.) NOTE ZoomInfo strongly recommends enabling this feature for all users. Why One key feature of ZoomInfo SF is the ability to update and clean your data, a feature we call Duplicate Checking also known as de-duping. When importing new ZoomInfo records, Data Cleansing/Duplicate Checking can remove duplicates within Salesforce. The goal is to remove redundant or obsolete information, replacing it with more recent and accurate details. Instead of just overwriting or replacing records, the de-dupe process lets each user decides what action is best. If ZoomInfo finds potential duplicates during an import, users have three options: 1) individually compare the matching records, and update or discard them, 2) import all matching profiles as new Salesforce records, or 3) do not import the matching records. ZoomInfo never updates an existing Saleforce record without a user s explicit permission. How Modify the Apex Class and enable de-duping for all profiles by going to: Clicking on your name at the top left >Click Setup > Expand Develop > Click Apex Classes > Click Security > Click DedupeWS > Click Security >Add all profiles to Enabled Profiles > Click Save. * Be sure to Enable all accounts that plan to use the Duplicate Checking Feature. 15% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE START THE INSTALLATION PROCESS 6

3. Adding ZoomInfo SF Custom Buttons to Page Layouts NOTE A custom button has to be added separately to each layout for Leads, Contacts and Accounts.

7 3. Adding ZoomInfo SF Custom Buttons to Page Layouts NOTE A custom button has to be added separately to each layout for Leads, Contacts and Accounts. It is important to complete all of the following steps. Each user can insert custom buttons on their preferred page layout. Details on using Custom Links can be found in the Appendix on page 29. Sample Custom Buttons 20% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE CUSTOM BUTTONS 7

8 Add Custom Buttons to Lead Page Layout Why Custom buttons offer one-touch access to ZoomInfo SF Person Profiles, Company Profiles and to Update Leads directly from the Lead Detail Page. How Modify the Lead Layout to Add Custom Buttons by: Clicking on your name at the top left > Click Setup > Click App Setup > Click Customize > Click Leads > Click Page Layouts > Opens new menu > Lead Page Layout > Go to Lead Layout > Click Edit Step 1 Create New Section Drag the Section field into the page layout above the Custom Links section Use the following settings: Section Name: ZoomInfo Custom Buttons Columns: 1 (Single) Display Section Header on Detail Page: Deselect (Uncheck) Display Section Header on Edit Page: Deselect (Uncheck) > Click OK 25% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PLACING ZOOMINFO CUSTOM BUTTONS ON PAGE LAYOUTS 8

9 Add Custom Button to Lead Page Layout NOTE ZoomInfo: Lead Custom Buttons will provide access to: - View Person Profile, -View Company Profile -Update from ZoomInfo buttons within one S-control. Each button does not need to be added individually. Step 2 Add Buttons to New Section (If your organization does not use the Leads category, you can skip ahead to Accounts or Contacts) Select Custom S-Controls > Drag ZoomInfo: Lead Custom Buttons to the new ZoomInfo Custom Buttons section on the page layout *Be sure to grab the Lead S-Control, NOT Contact or Account. 30% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PLACING ZOOMINFO CUSTOM BUTTONS ON PAGE LAYOUTS 9

10 Add Custom Button to Lead Page Layout NOTE Users must have read and write access to the necessary fields in Leads to fully use these functions. Step 3 Edit Properties Edit properties > Double click on gray ZoomInfo: Lead Custom Buttons within ZoomInfo Custom Button Section (not the header) > Opens new menu > Custom S-Control Properties Use the following settings: Width (in pixels or %): 100% Height (in pixels): 40 Show scrollbars: Deselect (Uncheck) Show label: Deselect (Uncheck) > Click OK to close window > Go to top of page > Click Save 35% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PLACING ZOOMINFO CUSTOM BUTTONS ON PAGE LAYOUTS 10

11 Add Custom Buttons to Account Page Layout Why Custom buttons offer one-touch access to ZoomInfo SF Company Profiles, Update Accounts, Find Employees and Find Competitors directly from the Account Detail Page. How Modify the Account Layout to Add Custom Buttons by going to: Clicking on your name at the top left > Click Setup > Click App Setup > Click Customize > Click Account > Click Page Layouts > Opens new menu > Account Page Layout > Go to Account Layout > Click Edit Step 1 Create New Section Drag the Section field into the page layout above the Custom Links section Use the following settings: Section Name: ZoomInfo Custom Buttons Columns: 1 (Single) Display Section Header on Detail Page: Deselect (Uncheck) Display Section Header on Edit Page: Deselect (Uncheck) > Click OK 40% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PLACING ZOOMINFO CUSTOM BUTTONS ON PAGE LAYOUTS 11

12 Add Custom Button to Account Page Layout NOTE ZoomInfo: Account Custom Buttons will provide access to View Company Profile, Update from ZoomInfo. Find Employees and Find Competitors buttons within one S-control. Each button does not need to be added individually. Step 2 Add Buttons to New Section Select Custom S-Controls > Drag ZoomInfo: Account Custom Buttons to the new ZoomInfo Custom Buttons section on the page layout *Be sure to grab the Account S-Control, NOT Lead or Contact. 45% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PLACING ZOOMINFO CUSTOM BUTTONS ON PAGE LAYOUTS 12

Add Custom Button to Account Page Layout NOTE Users must have read and write access to the necessary fields in Accounts to fully use the functions.

13 Add Custom Button to Account Page Layout NOTE Users must have read and write access to the necessary fields in Accounts to fully use the functions. Step 3 Edit Properties Edit properties > Double click on ZoomInfo: Account Custom Buttons within ZoomInfo Custom Button Section (not the header) > Opens new menu > Custom S-Control Properties Use the following settings: Width (in pixels or %): 100% Height (in pixels): 40 Show scrollbars: Deselect (Uncheck) Show label: Deselect (Uncheck) > Click OK to close window > Go to top of page > Click Save 55% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PLACING ZOOMINFO CUSTOM BUTTONS ON PAGE LAYOUTS 13

Add Custom Buttons to Contact Page Layout Why Custom buttons offer one-touch access to ZoomInfo SF Person Profiles, Company Profiles and Updates Contacts directly from the contact Detail Page.

14 Add Custom Buttons to Contact Page Layout Why Custom buttons offer one-touch access to ZoomInfo SF Person Profiles, Company Profiles and Updates Contacts directly from the contact Detail Page. How Modify the Contact Layout to Add Custom Buttons by: Clicking on your name at the top left > Click Setup > Click App Setup > Click Customize > Click Contacts > Click Page Layouts > Opens new menu > Contact Page Layout > Go to Contact Layout > Click Edit Step 1 Create New Section Drag the Section field into the page layout above the Custom Links section Use the following settings: Section Name: ZoomInfo Custom Buttons Columns: 1 (Single) Display Section Header on Detail Page: Deselect (Uncheck) Display Section Header on Edit Page: Deselect (Uncheck) > Click OK 60% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PLACING ZOOMINFO CUSTOM BUTTONS ON PAGE LAYOUTS 14

15 Add Custom Button to Contact Page Layout NOTE ZoomInfo: Contacts Custom Buttons provide access to View Person Profile, View Company Profile and Update from ZoomInfo buttons within one S-control. Each button does not need to be added individually. Step 2 Add Buttons to New Section Select Custom S-Controls > Drag ZoomInfo: Contact Custom Buttons to the new ZoomInfo Custom Buttons section on the page layout *Be sure to grab the Contact S-Control, NOT Lead or Account. 65% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PLACING ZOOMINFO CUSTOM BUTTONS ON PAGE LAYOUTS 15

Add Custom Button to Contact Page Layout NOTE Users must have read and write access to the necessary fields in Contacts to fully use the functions.

16 Add Custom Button to Contact Page Layout NOTE Users must have read and write access to the necessary fields in Contacts to fully use the functions. Step 3 Edit Properties Edit properties > Double click on gray ZoomInfo: Contact Custom Buttons within ZoomInfo Custom Button Section (not the header) > Opens new menu > Custom S-Control Properties Use the following settings: Width (in pixels or %): 100% Height (in pixels): 40 Show scrollbars: Deselect (Uncheck) Show label: Deselect (Uncheck) > Click OK to close window > Go to top of page > Click Save 75% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PLACING ZOOMINFO CUSTOM BUTTONS ON PAGE LAYOUTS 16

4. Required Steps for Professional Edition Users (All other users can skip to page 21) NOTE Professional users who fail to complete this step will receive an error message when trying to update or

17 4. Required Steps for Professional Edition Users (All other users can skip to page 21) NOTE Professional users who fail to complete this step will receive an error message when trying to update or import. Set up Lead fields for Professional Edition Users Why Makes all fields visible on Lead layout so Professional Edition Users have correct updating privileges. How Modify the Lead Page Layout to view all hidden fields by: Clicking on your name at the top left > Click Setup > Click App Setup > Click Customize > Click Leads > Click Page Layout > Click Edit Lead Layout >Select Fields (ZoomInfo will be at the end) Drag the following into the page layout: ZoomInfo Company ID2 ZoomInfo Person ID2 ZoomInfo Imported Date > Click Save 85% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PROFESSIONAL EDITION USERS FIELDS 17

Set up Account fields for Professional Edition Users Why Makes all fields visible on Account layout so Professional Edition Users have correct updating privileges.

18 Set up Account fields for Professional Edition Users Why Makes all fields visible on Account layout so Professional Edition Users have correct updating privileges. How Modify the Account Page Layout to view all hidden fields by: Clicking on your name at the top left > Click Setup > Click App Setup > Click Customize > Click Accounts > Click Page Layout > Click Edit Lead Layout >Select Fields (ZoomInfo will be at the end) Drag the following into the page layout: ZoomInfo Company ID2 ZoomInfo Imported Date > Click Save 90% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PROFESSIONAL EDITION USERS FIELDS 18

Set up Contact fields for Professional Edition Users Why Makes all fields visible on Contact layout so Professional Edition Users have correct updating privileges.

19 Set up Contact fields for Professional Edition Users Why Makes all fields visible on Contact layout so Professional Edition Users have correct updating privileges. How Modify the Contact Page Layout to view all hidden fields by: Clicking on your name at the top left > Click Setup > Click App Setup > Click Customize > Click Contacts > Click Page Layout > Click Edit Lead Layout >Select Fields (ZoomInfo will be at the end) Drag the following into the page layout: ZoomInfo Person ID2 ZoomInfo Imported Date > Click Save 95% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE PROFESSIONAL EDITION USERS FIELDS 19

20 5. Insert New Lead Conversion Fields Set Up Lead Conversion Fields Why Export ZoomInfo SF Custom Fields during the Lead Conversion process. How Modify the Map Lead Fields by: Clicking on your name at the top left> > Click Setup > Click App Setup > Click Customize > Click Leads > Click Fields > Select Map Lead Fields Select the following: ZoomInfo Company ID2: Account.ZoomInfo Company ID2 ZoomInfo Imported Date: Contact.ZoomInfo Imported Date ZoomInfoPerson ID2: Contact.ZoomInfo Person ID2 > Click Save * PLEASE NOTE: The ZoomInfo Company ID and ZoomInfo Person ID fields are now obselete. Instead, please use the ZoomInfo Company ID2 and ZoomInfo Person ID2 fields (as shown to the left). 80% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE SET UP LEAD CONVERSION FIELDS 20

6. Add the ZoomInfo SF Tab Because If You Can t See It, You Can t Use It Why Although it has been installed, the ZoomInfo SF Tab is not visible until you add it.

21 6. Add the ZoomInfo SF Tab Because If You Can t See It, You Can t Use It Why Although it has been installed, the ZoomInfo SF Tab is not visible until you add it. This tab allows you to find new people and companies that you can imort into Salesforce. How Once ZoomInfo SF has been installed, open Salesforce and select a ZoomInfo Tab: > Click on the + Sign at far right of your tabs > Click Customize My Tabs > Select ZoomInfo Tab and add into Selected Tabs > Click Save 100% COMPLETE ZOOMINFO SF CUSTOMIZATION GUIDE ADD THE ZOOMINFO TAB 21

22 100% COMPLETE Congratulations! The ZoomInfo SF customization is complete! ZOOMINFO POWERSELL SF INSTALLATION GUIDE 22

23 7. Uninstalling ZoomInfo SF NOTE Repeat these steps for all other page layouts where the ZoomInfo Custom Buttons were added. Step 1 Remove Buttons from all page layouts Leads Layout > Click Setup > Click App Setup > Click Customize > Click Leads > Click Page Layout > Click Edit Lead Layout > Hover over ZoomInfo: Lead Custom Buttons and click the X to the right to remove it from the page layout > Delete ZoomInfo Custom Buttons Section > Click Save Accounts Layout > Click Setup > Click App Setup > Click Customize > Click Accounts > Click Page Layout > Click Edit Account Layout > Hover over ZoomInfo: Accounts Custom Buttons and click the X to the right to remove it from the page layout > Delete ZoomInfo Custom Buttons Section > Click Save Contacts Layout > Click Setup > Click App Setup > Click Customize > Click Contacts > Click Page Layout > Click Edit Contact Layout > Hover over ZoomInfo: Contacts Custom Buttons and click the X to the right to remove it from the page layout > Delete ZoomInfo Custom Buttons Section > Click Save ZOOMINFO SF CUSTOMIZATION GUIDE UNINSTALL ZOOMINFO SF 23

24 Step 2 Uninstall Go to Setup (link on top right corner) > Click App Setup > Click View Installed Packages > Click Uninstall You will see a list of all the items being Uninstalled. You will not lose any data. Select Yes > Click Uninstall ZOOMINFO SF CUSTOMIZATION GUIDE UNINSTALL ZOOMINFO SF 24

25 8. Troubleshooting SYMPTOM: Instead of a name, Upgrade to view profile appears in ZoomInfo searches. SOLUTION: You have installed ZoomInfo SF but are not logged into a ZoomInfo subscriber account. Only ZoomInfo PowerSell and PowerSearch subscribers can see names and contact information using ZoomInfo SF search. If you have paid for a subscription, click My ZoomInfo Account at top right and then click the login link in the User Information section. You only need to login once with your ZoomInfo username and password. SYMPTOM: ZoomInfo buttons are missing from the Leads, Accounts, or Contacts pages. SOLUTION: Most often, this means a Salesforce Administrator ran the installer but did not manually install the buttons as required. The installation takes less than 30 minutes and requires the Salesforce Administrator to manually customize layout pages for leads, contacts, and accounts. Be sure to follow all instructions in this Customization Guide. SYMPTOM: The Salesforce Administrator is not seeing the necessary buttons and fields to customize the layout pages. SOLUTION: One possibility is that the installer was interrupted or failed the first time. Please go back to the AppExchange and run the ZoomInfo SF installer again to complete the process. SYMPTOM: Clicking the Update From ZoomInfo button returns an error message about updating privileges. SOLUTION: Salesforce Professional Edition users need to perform a few extra steps during the installation process to make all fields visible on the layout pages. Please see the Professional Edition Users Fields on page 18 of the Customization Guide. If you are not a Professional Edition user, it is possible that the Profile or Role for your Salesforce username is set for read-only access for one of the fields that ZoomInfo updates. You may need to change those security settings to make full use of ZoomInfo SF. ZOOMINFO SF CUSTOMIZATION GUIDE TROUBLESHOOTING 25

26 9. FAQs (And some other questions) Top 10 ZoomInfo SF Questions Who can install ZoomInfo SF on Salesforce? Only the designated Salesforce Administrator can install ZoomInfo SF. The admin needs to complete TWO steps: (1) Run the installer, and then (2) Customize the layouts for Leads, Accounts, and Contacts. After installation, how do I add the ZoomInfo SF Tab? The tab at the far right should be a sideways triangle, and clicking on that tab reveals all tab options. Select Customize My Tabs, click on Zoom- Info in the Available Tabs, add it to Selected Tabs and click Save. How do I login to ZoomInfo through Salesforce? Click the ZoomInfo SF Tab to enter your ZoomInfo username and password. If you do not see the ZoomInfo SF Tab, you may need to customize your tabs as described above. After you login, the accounts will be linked and you will not be required to login again unless you click Log out on the My ZoomInfo Account page. Why am I being prompted to upgrade? Probably because you have been logged out of your ZoomInfo account. Click My Account on the ZoomInfo SF Tab and re-enter your username and password. Do I need to subscribe to PowerSell or PowerSearch? Only ZoomInfo subscribers have access to people information. Nonsubscribers may import only company information for free. ZOOMINFO SF CUSTOMIZATION GUIDE FAQS: TOP 10 Why aren t my ZoomInfo buttons appearing within Salesforce.com? Missing buttons indicate that the ZoomInfo SF installation was not completed as described in the Customization Guide. The Salesforce Administrator must customize the layouts for Leads, Accounts, and Contacts. Does ZoomInfo SF work with Salesforce Professional Edition? Yes. See page 18 for special instructions. How are imports counted? Your account will be charged for a single import credit every time you import or update information about a person into Salesforce. Company information can be imported or updated without using import credits. Also, the same person record can be imported repeatedly for up to 12 months without incurring additional charges. What if the record you import is a duplicate of an existing Salesforce record? ZoomInfo identifies potential duplicates and notifies you before those records are imported. Users can choose to update the existing record, replace the existing record, or do nothing. If you are updating an existing record, you can decide which fields to update. Why do I see an error message when I click a ZoomInfo button in Salesforce? Dysfunctional buttons indicate that the ZoomInfo SF installation was not completed as described in the Customization Guide. Your Salesforce Administrator can ensure that the appropriate buttons are properly added to each layout. 26

27 Installation Questions How long will it take me to install ZoomInfo SF? Typical installations can be completed in 15 minutes, but may vary depending on your configuration and your familiarity with Salesforce. You will need to first run the installer and then perform the customizations described in this document. You will not be able to use ZoomInfo SF until you install several buttons into various page layouts. If I change my mind, can I uninstall ZoomInfo SF? Yes. Your Salesforce Administrator will need to remove a number of custom buttons and then uninstall the application. For details, go to page 23. Does it cost anything to install ZoomInfo SF on Salesforce? There are no extra costs associated with installing and using ZoomInfo SF on Salesforce. However, PowerSell and PowerSearch do have subscription fees, and you must purchase import credits before you can import people data from ZoomInfo SF to Salesforce. Will I need to re-install if ZoomInfo updates the application? In most cases, re-installation will not be necessary. We will notify users if a major issue requires re-installation, but do not foresee that kind of situation. If I do not see the custom S-Controls or custom fields after running the installer, what should I do? Return to the AppExchange and run the installer a second time. The first installation may have failed, and re-running the installer should add the necessary S-Controls and fields. Why aren t my ZoomInfo buttons appearing within Salesforce.com? Any uncooperative buttons were not properly added to the page layout of that particular page during installation. Refer to the steps in this guide for more details. Can I rearrange my ZoomInfo Custom Buttons? Yes. When you are customizing a page layout, you can rearrange the buttons in the ZoomInfo Custom Buttons box by clicking Edit and dragging/dropping the buttons into your desired order. What if I use custom fields (e.g. a custom Industry field)? The ZoomInfo application will still work, but will require special attention during the installation process. You will need to drag over and reveal the custom Industry field under the Account section. Please call and we can assist you with unique circumstances. If I do not want all Salesforce users to see the ZoomInfo Custom Buttons, can they be hidden from some users? Yes. Step 4, on page 17, includes instructions on one method. Also, administrators with Salesforce layouts that are viewable only by specific Salesforce user profiles, may tailor those layouts to include those Custom S-Controls while leaving buttons out of other layouts. For example, if only users with a Marketing profile should see the Lead buttons you can add the S-Controls to the Lead (Marketing) Layout page rather than a generic Lead Layout which allows anyone to see them. ZOOMINFO SF CUSTOMIZATION GUIDE FAQS: INSTALLATION 27

28 Usage Questions Will ZoomInfo take any information from my Salesforce account? No. The flow of information is one-way only from ZoomInfo to Salesforce, and there is no access to your existing Salesforce contacts. Can I share my ZoomInfo account with a co-worker? Can I use someone else s ZoomInfo account? No. The ZoomInfo subscription license allows only one person to use a ZoomInfo username. Can I change ZoomInfo user names? Your ZoomInfo account administrator can change passwords and reassign user names for all ZoomInfo users. (NOTE: This may be a different person from your Salesforce administrator.) The administrator should login to ZoomInfo, click My ZoomInfo Account at the top right, and then click Manage Users at the left to make changes. Any user whose login information has changed will be required to re-submit their Zoom- Info username and password within Salesforce. How do I import directly to Contacts? If you search and import people records from within the ZoomInfo tab, the only option is to import the profiles as Leads. If you prefer to import people records as Contacts instead, go to the company record within Salesforce and click the Find Employees button to search for contacts within that company. After you have selected records and clicked Import you will see the option to import as a Contact. What happens if I run out of import credits? When you need more import credits, please contact your ZoomInfo account executive. If you do not know your account executive, just call ZoomInfo Client Services at Can I import people directly into a company record? If you are viewing a company record in Salesforce, you will see a Zoom- Info Find Employees button. Clicking this button will build a list of people that ZoomInfo has connected with that company. Select the people to import and follow the instructions to add that person to the existing Salesforce company record. (By default, these people records will be imported as Contacts, but you can also choose to import as a Lead on this page.) When I select Find Duplicates I see multiple tabs. Which one should I select? Multiple tabs indicate the ZoomInfo record you are attempting to import is a potential match for more than one contact in your Salesforce database. Select the record you would like to update with the ZoomInfo data. How can ZoomInfo data be exported to an Excel-compatible spreadsheet? Once ZoomInfo data has been imported to Salesforce you can export data through Salesforce Reports. Please refer to Salesforce Help documentation for more information about Reports. ZOOMINFO SF CUSTOMIZATION GUIDE FAQS: USAGE 28

29 Main 11. Appendix Title Managing Profile Access Levels to ZoomInfo Intro Paragraph For Salesforce Administrators who wish to enable or disable access to ZoomInfo at the Profile level after installation. Click on your name at the top right > Click Setup > Click Administration Setup> Click Manage Users> Click Profiles> Click Edit for desired Profile Section Title To enable: Go to Custom App Settings> Select Visible checkbox for ZoomInfo> Go to Tab Settings> Set ZoomInfo Custom Tab Settings to either Default On or Default Off> Click Save To disable: Go to Custom App Settings> Deselect Visible checkbox for ZoomInfo> Go to Tab Settings> Set ZoomInfo Custom Tab Settings to Tab Hidden> Click Save Main body text. 10% COMPLETE ZOOMINFO POWERSELL SF CUSTOMIZATION SF INSTALLATION GUIDE MANAGING GUIDE PROFILE ACCESS LEVELS TO ZOOMINFO 29

30 Sample Custom Links For users who prefer Links to Buttons, these steps make it easy. ZOOMINFO SF CUSTOMIZATION GUIDE APPENDIX: CUSTOM LINKS 30

Adding ZoomInfo SF Custom Links to Page Layouts: Modify the Lead Layout to Add Custom Links NOTE The user must have read and write access to the necessary fields in Leads in order to fully utilize

31 Adding ZoomInfo SF Custom Links to Page Layouts: Modify the Lead Layout to Add Custom Links NOTE The user must have read and write access to the necessary fields in Leads in order to fully utilize the functions provided. The Lead Layout is modified by going to: >Click Setup (link on top right corner) > Click App Setup > Click Customize > Click Leads > Click Page Layouts > Click Edit Lead Layout > Select Custom Links > Drag View Company Profile, Update From ZoomInfo and View Person Profile links to Custom Links area > Click Save ZOOMINFO SF CUSTOMIZATION GUIDE APPENDIX: PLACING ZOOMINFO CUSTOM LINKS ON PAGE LAYOUTS 31

Adding ZoomInfo SF Custom Links to Page Layouts: Modify the Account Layout to Add Custom Links NOTE The user must have read and write access to the necessary fields in Accounts in order to fully

32 Adding ZoomInfo SF Custom Links to Page Layouts: Modify the Account Layout to Add Custom Links NOTE The user must have read and write access to the necessary fields in Accounts in order to fully utilize the functions provided. The Account Layout is modified by going to: >Click Setup (link on top right corner) > Click App Setup > Click Customize > Click Account > Click Page Layouts > Click Edit Account Layout > Select Custom Links > Drag View Company Profile, Find Employees, Update From ZoomInfo and Find Competitors links to Custom Links area > Click Save ZOOMINFO SF CUSTOMIZATION GUIDE APPENDIX: PLACING ZOOMINFO CUSTOM LINKS ON PAGE LAYOUTS 32

33 NOTE The user must have read and write access to the necessary fields in Contacts in order to fully utilize the functions provided. Adding ZoomInfo SF Custom Links to Page Layouts: Modify the Contact Layout to Add Custom Links Main body text. The Contact Layout is modified by going to: >Click Setup (link on top right corner) > Click App Setup > Click Customize > Click Contact > Click Page Layouts > Click Edit Contact Lay > Select Custom Links > Drag View Company Profile (not View Zoom Company), Update From ZoomInfo and View Person Profile links to Links area > Click Save ZOOMINFO SF CUSTOMIZATION GUIDE APPENDIX: PLACING ZOOMINFO CUSTOM LINKS ON PAGE LAYOUTS 33

34 Custom Objects Installed/Loaded Automatically During Installation ZOOMINFO SF CUSTOMIZATION GUIDE APPENDIX: CUSTOM OBJECTS INSTALLED/LOADED AUTOMATICALLY DURING INSTALLATION 34

Salesforce Classic Mobile Guide for iphone

Salesforce Classic Mobile Guide for iphone Version 41.0, Winter 18 @salesforcedocs Last updated: November 30, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is a registered