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”: […]

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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 […]

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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) […]

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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 […]

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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 […]

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How to sync Salesforce and Box

NOTE: During the creation of sync pairs between Salesforce and Box, cloudHQ will create the following folders: Data Export – this folder contains all CSV exports created by us + scheduled exports Reports – this folder contains all your reports Documents and Files – this folder contains all files and documents inside your Salesforce account […]

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How to sync Salesforce and Dropbox

NOTE: During the creation of a sync pair between Salesforce and Dropbox, cloudHQ will create the following folders: Data Export – this folder contains all CSV exports created by us + scheduled exports Reports – this folder contains all your reports Documents and Files – this folder contains all files and documents inside your Salesforce […]

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