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 […]
Articles Tagged: Salesforce
How to sync Salesforce reports with your cloud storage (Google Drive, Dropbox, SharePoint, etc.)
cloudHQ can automatically save Salesforce reports to your cloud storage. Overview of Features Supported Formats The reports can be saved into the following formats: Microsoft Office Excel Google Sheets (if synced with google Docs) CSV format Schedule cloudHQ can schedule reports from 5 minutes intervals to two weeks intervals. Selective sync You can select to […]
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 […]
How to sync Salesforce and Office 365 SharePoint
NOTE: You must have a cloudHQ 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 […]
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 […]
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 […]
How to sync Salesforce files, attachments and notes with Google Drive
cloudHQ can sync and integrate and sync all files, attachments and notes with a folder in your Google Drive. This means that all files which are in Salesforce will be replicated to Google Drive. And if you setup two-way sync, then any changes in Google Drive (add of a file, remove, etc.) will be replicated […]
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 […]
How to enable Salesforce CRM Content in Salesforce
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”: […]
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 […]