📄️ Installation
Try Before You Buy
📄️ Connecting the Application
Once the application is installed, you need to connect Eagleview to Salesforce by following these steps:
📄️ Configuring Permissions
The Eagleview for Salesforce App includes two Permission Sets that must be assigned to users for proper access.
📄️ Configuring Eagleview Reports Retrieval
The Eagleview for Salesforce App allows you to automatically retrieve processed reports in real time using webhook integration.
📄️ Enable Eagleview Services on Salesforce Records
The Eagleview for Salesforce App allows users to place orders directly from Salesforce records. Orders can be created from the Eagleview Order object or directly from Account, Contact, and Opportunity records.
📄️ Error Logging and Troubleshooting
The Eagleview for Salesforce app includes built-in logging functionality to help administrators and users