How to backup and integrate Salesforce files

Here are short instructions for how to integrate or backup Salesforce to other cloud storage, in this case OneDrive for Business folder: Start the Salesforce wizard. Click “Integrate and Backup Salesforce Files” icon: Select an already-configured Salesforce account or click “Add Salesforce” to add a new Salesforce account: If you click “Add Salesforce,” you will be […]

Read More

How to save a single email with attachments to Salesforce

Here is how to save email with attachments to Salesforce with our Chrome extension: Install the cloudHQ Chrome browser extension Save emails to Salesforce from the following location: https://chrome.google.com/webstore/detail/save-emails-to-salesforce/ohhdkimdflnkkipoeidhibdabcnohkih/: Add the extension to Chrome so you can have the “Save to Salesforce” button in your Gmail or Google Apps mail: Open your email and click the […]

Read More

How to save a single email to Salesforce

Here is how to save email to Salesforce with our Chrome extension: Install cloudHQ Chrome browser extension Save emails to Salesforce from the following location: https://chrome.google.com/webstore/detail/save-emails-to-salesforce/ohhdkimdflnkkipoeidhibdabcnohkih/ Add this extension to Chrome so you can have the “Save to Salesforce” button in your Gmail or Google Apps mail Open email and click the “Save to Salesforce” button […]

Read More

How to integrate Salesforce and Office 365 SharePoint

There two ways cloudHQ can integrate Salesforce files with your Office 365 SharePoint: Files will be stored in both Salesforce and in your Office 365 SharePoint. Files will be migrated from Salesforce and stored only in your Office 365 SharePoint. Files will be stored in both Salesforce and in your Office 365 SharePoint If you […]

Read More

How to sync Salesforce and Office 365 SharePoint

NOTE: You must have a cloduHQ business plan to sync with Salesforce. During the creation of sync pair between Salesforce and Office 365 SharePoint, cloudHQ will create the following folders: Data Export: This folder contains all CSV exports created by us and scheduled exports. Reports: This folder contains all your reports. Documents and Files: This […]

Read More

IT Admin: How to integrate Salesforce and Google Drive using Google Apps

Google Apps preparation Ensure that you are a Google Apps super admin. Instructions are here: https://support.cloudhq.net/cloudhq-access-permission-for-google-apps-admin/. Ensure that the Google Apps Administrative API is enabled for your domain. Instructions are here: https://support.cloudhq.net/how-to-check-if-google-apps-administrative-api-is-enabled-for-your-domain/. Authorize cloudHQ to access your Google Apps domain Go to https://www.cloudHQ.net/services and click the “Google Apps” icon: Enter your Google Apps super-admin email […]

Read More

How to sync OneDrive and Salesforce

Here are short instructions for how to sync OneDrive and Salesforce: Start the synchronization wizard to sync two cloud accounts. Click the OneDrive icon: Select an already-configured OneDrive account or click “Add OneDrive” to add a new OneDrive account: If you click “Add OneDrive,” you will be forwarded to authorize cloudHQ to access your account: Choose […]

Read More

How to authorize Sandbox in Salesforce

You can use a test environment with Salesforce sync in cloudHQ. To set up a test environment, follow the instructions below: Go to the “Users & Cloud Accounts” tab. Click the Salesforce Sandbox icon: You will see the sandbox authorization. Click “Add Salesforce Sandbox”: You will be redirected to the Salesforce Test Environment where you can […]

Read More