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Installation Guide

Last Updated: Mar 03, 2013 10:14AM PST
Email Scheduler - Installation Guide



Step 1:  Installation
  1. Go to the AppExchange, search for “Email Scheduler”, and from the listing page click the “Get It Now” button
  2. Confirm that you already have a Salesforce account, are a Salesforce Administrator, then select to install the application in your production environment
  3. Enter the required login information for your Salesforce account, go through the billing page, you’ll then be presented with the Package Installation Details page, click “Continue”
  4. In “Step 1. Approve Package API Access” click “Next”
  5. In “Step 2. Choose security level” chose the “Select security settings” radio button.
  6. Your System Administrator account will be given Full Access.  Your custom user profiles should be assigned to the Access Level “Standard User (RGB)”.  After the selections have been made, click “Next”
    1. Note that customer user profiles are required for proper default tab setup; if your users use standard profiles, they may see the Administration tabs which they will not have access to.
  1. Click “Install” to continue.
 
Step 2:  Configuration  
Setup for start service
  1. For first time you must go to startup page (apps -> Email Scheduler -> Set Up Email Scheduler); this tab only accessible to Administrators
Setup for Administrator Tabs
  1. If you are not using SF default Admin account then you can skip this setting , (but must followed step 1 ,point 3)
  2. GO TO  Name -> Setup  -> Manage Users -> Profiles, select  profile  “System Administrator”
  3. Click on “Edit”
  4. Under the “Custom Tab Settings”  you find “Email Scheduler “ set it to “Default Off” and Save

Setup for User Tabs
  1. If you are not using SF default Admin account then you can skip this setting , (but must followed step 1 ,point 3)
  2. GO TO  Name -> Setup -> Manage Users -> Profiles select  profile  for your user which u select on Step 1,point 4
  3. Click on “Edit”
  4. Under the “Custom Tab Settings”  you find “Email Scheduler Administration “ set it to “Default Off” and Save
                 
  1. Also set Default Off for “Set Up Email Scheduler”

Setup for Layout,
  1. GO TO  Name -> Setup -> App Setup -> Customize -> Leads -> Page Layouts 
Click “Edit” on any  Layout  which you want to change
  1. Press Setting  button on “Activity History” Related List  (if “Activity History” Related List  not visible to you then add it first)
  2. In popup Setting Pane Select “Buttons”
  3. Select “Email Scheduler” button from  “Available buttons” list and Click on “Add”
  4. Press Ok and save
  5. Now Select “Related Lists” from Layout Section
  6. Drag And Drop “Active Scheduled Emails”   on your desired location
  1. Press Setting  button on “Activity History” Related List
  2. Uncheck “New” and add “New Email Schedule” from Available Buttons .
  1. Click ok , and then save page layout
  2. Repeat All steps for remaining Lead layouts and Contact layouts ,  for other Objects Repeat  step 1 to 5 and save layout
 
Group Edition Additional Steps:

If you're using Group Edition of Salesforce, you'll need to perform the following additional setup steps:
 
Go to:  Setup -> Customize -> Users -> Page Layout 

Drag & drop the following fields into the "Additional Information" section:
 
1. Automatic BCC
2. Email Address
3. Email Signature

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