An illustration of how this is done can be seen at the Salesforce website here: https://help.salesforce.com/apex/HTViewHelpDoc?id=content_initialsetup.htm&language=en_US. Here are the instructions for how to do it: Enable Salesforce CRM: Go to Customize | Salesforce CRM Content | Settings and select Enable “Salesforce CRM Content” On the right side, click Edit, then select “Enable Salesforce CRM Content”: […]
Misc Instructions
How to encrypt your Salesforce files into Dropbox
NOTE: You must have a Salesforce Business/Enterprise Plan to sync using cloudHQ. A short illustration of how this is done can be watched in demonstration video here: cloudHQ with Credeon. Here are the instructions for how to set it up: Go to the Credeon website and install Credeon: Follow the installation procedure guide: You will be […]
How cloudHQ integrates Salesforce with cloud storage services
cloudHQ offers the following integrations of Salesforce with cloud storage services such as Dropbox, Google Drive, SharePoint, OneDrive, Box, and others: Integrate Salesforce documents and files with your storage. Backup Salesforce data (including Salesforce exports) Sync and integrate Salesforce reports. Integrate Salesforce documents and files with your storage cloudHQ can sync (and keep in sync) […]
How to figure out your tenant name in Office 365
You can find your tenant name when you access your OneDrive Pro via the web and checking the text that’s written in the address bar of your browser. Your address bar will look something like this: Why are we asking for your tenant name? When you sign up for Office 365, you are asked for […]
How to re-authorize Salesforce
Go to your Salesforce setup. Click “Connected Apps Oauth Usage”. Click “Block” and then click “Unblock” next to cloudHQ: Then go to https://www.cloudHQ.net/services. You should see that Salesforce is un-authorized (click on Refresh if needed). Click the “Authorize” link next to your Salesforce: Go to https://www.cloudHQ.net/synch and verify your sync pairs. If needed, start the […]
How to back up Salesforce with cloudHQ
When cloudHQ replicates Salesforce to another cloud service (e.g. Dropbox) the following two virtual folders contain data sufficient for full or single-file restore of your Salesforce environment: Data Export – this folder contains the following: All CSV exports of all Salesforce objects All ZIP files created by Salesforce scheduled export (i.e., if you manually schedule […]
How to disconnect an old Google Drive account and authorize a new one
Here are short instructions for how to deactivate an old Google account and activate a new one in cloudHQ: Disconnect the old Google Drive account from cloudHQ: Go to the Service wizard. Click “X” next to the email address of Google Drive: Authorize your new Google Drive account: Go to the Service wizard Click the Google Drive […]
How to classify Gmail emails into labels and then setup sync (autosave) of emails in that label
cloudHQ can automatically save emails (or just attachment of emails) which are part inside your label to your cloud storage in PDF, HTML or TXT format. Here are steps for how to organize Gmail files into labels, then sync them in cloudHQ. The idea here is that you might want to save messages from your […]
How to sync shared files in Google Drive
Here is how to sync shared files or files with sharing permissions in Google Drive (instead of actually making copies of the files). In modify options, select or enable “migrate sharing meta-data to new domain” Note: In order to transfer files by transferring the ownership, the accounts that own these files must be authorized by […]
How to know if you are using Basecamp or Basecamp Classic
Here are short instructions for how to find the difference between Basecamp and Basecamp Classic. 1. Go to http://www.basecamp.com and sign into your project: 2. You are using Basecamp if you see something like this: 3. You are using Basecamp Classic if you see something like this: