Setup and Administration

Salesforce Setup

• Pre-Requisite
• Installation and Activation
• App Exchange Free App
• Legacy Connection
• API-Only User Integration
• Layout Customization

Hubspot Setup

• HubSpot Installation and Activation

Microsoft Dynamics 365 Integration

• 1. Pre-Requisite
• 2. Installation in Dynamics D365
• 3. Power Automate Setup
• 4. Azure Portal Setup
• 5. OAuth User Setup in D365
• 6. LeadAngel Portal Activation

LeadAngel Setup

• LeadAngel Login Setup

Matching Configuration

• Matching Rules
• Tie Breaker Rules
• Incorrect LeadAngel Matched Account

Data Dictionary Index

• Data Dictionary Index
• Account
• Contact
• Lead
• Opportunity
• Owner Attributes

Audit Log

• Audit Log

Notifications

• Notifications Overview
• CRM In-App
• Email Notification
• Slack Notification
• Twilio Notification
• OTS Notifications

Router Settings - Preferences

• Company Preference
• Preferences
• Set up Preferences
• Routing Preference

Users and Roles

• Users and Access
• Partner User and Access

Data Maintenance

• Copy Account Data to Lead
• Refresh Labels from CRM
• Object Explorer

Web to Lead

• Web-to-Lead Form Setup

Integrations

• CRM Custom Object Sync
• Webhook Integration
• SAML Configuration
• Slack Integration
• Twilio Integration

Holiday Calendar

• Set up Holiday Calendar

Partner Management

• Steps to create Partner rep
• Lead Management