Xerox Connect App Salesforce Ver.1.0 Application Quick Start Guide PDF

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Summary of Content for Xerox Connect App Salesforce Ver.1.0 Application Quick Start Guide PDF

Version 1.0 01/18/2019

Xerox Connect App for Salesforce Quick Start Guide

Xerox Connect App for Salesforce

Xerox Connect App for Salesforce is for use with Xerox ConnectKey Technology enabled Multifunction Printers (MFP), VersaLink and AltaLink devices.

Xerox Connect App for Salesforce is an application that provides additional functionality to supported Xerox Multifunction Printers (MFPs). Xerox Connect App for Salesforce is readily available to anyone with a Xerox App Gallery account and can be installed directly from the Xerox App Gallery app installed on supported MFPs.

Users can use the Xerox Connect App for Salesforce to scan in documents using the MFP and print important documents from a Salesforce account.

Getting Started

STARTING

Once the Connect App for Salesforce app is opened, the user will be directed to the Salesforce Login Page. A user will log into the Salesforce account using a username and password. Then click Accept to begin the Connect for Salesforce App experience.

HOME PAGE

On the Connect for Salesforce homepage, the user can choose to scan a document, and have it sent to a record in a Salesforce account, or print a document saved in a Salesforce account or a client account.

SCANNING

After selecting Scan To the user must now select a record in which the document will be saved.

First choose the records parent, which can be the Account name, Lead, or Contact.

Then type in the records name in the search eld. Select the record and click Ok

On the Scan Page, the user can adjust any properties regarding the output of the document.

When nished, simply touch Scan and the document will be scanned and saved under the record selected.

PRINTING

After selecting Print From, now select a record in which the document currently resided.

  2019 Xerox Corporation. All rights reserved. Xerox, Xerox and Design, ConnectKey, VersaLink and AltaLink are trademarks of Xerox Corporation in the United States and/or other countries. Salesforce is a trademark of Salesforce.com. BR25777

Document Version: 1.0 (January 2019).

First choose the records parent Account, Lead or Contact. Type in the records name in the search eld.

When selecting a record, the records attachments will be displayed. Select the attachment to print.

On the Print Page, adjustments can be made to any properties regarding the output of the document.

When done, simply touch Print and the document will be printed.

Support

ONLINE HELP AND DOCUMENTATION

To access the Xerox App Gallery knowledge base, click the link http://www.support.xerox.com/support/xerox-app-gallery/support To access the Xerox App Gallery documentation, click the link http://www.support.xerox.com/support/xerox-app-gallery/documentation

SUPPORTED DEVICES

For a list of supported Xerox devices, click the link https://www.xerox.com/en-us/co

Manualsnet FAQs

If you want to find out how the Ver.1.0 Xerox works, you can view and download the Xerox Connect App Salesforce Ver.1.0 Application Quick Start Guide on the Manualsnet website.

Yes, we have the Quick Start Guide for Xerox Ver.1.0 as well as other Xerox manuals. All you need to do is to use our search bar and find the user manual that you are looking for.

The Quick Start Guide should include all the details that are needed to use a Xerox Ver.1.0. Full manuals and user guide PDFs can be downloaded from Manualsnet.com.

The best way to navigate the Xerox Connect App Salesforce Ver.1.0 Application Quick Start Guide is by checking the Table of Contents at the top of the page where available. This allows you to navigate a manual by jumping to the section you are looking for.

This Xerox Connect App Salesforce Ver.1.0 Application Quick Start Guide consists of sections like Table of Contents, to name a few. For easier navigation, use the Table of Contents in the upper left corner.

You can download Xerox Connect App Salesforce Ver.1.0 Application Quick Start Guide free of charge simply by clicking the “download” button in the upper right corner of any manuals page. This feature allows you to download any manual in a couple of seconds and is generally in PDF format. You can also save a manual for later by adding it to your saved documents in the user profile.

To be able to print Xerox Connect App Salesforce Ver.1.0 Application Quick Start Guide, simply download the document to your computer. Once downloaded, open the PDF file and print the Xerox Connect App Salesforce Ver.1.0 Application Quick Start Guide as you would any other document. This can usually be achieved by clicking on “File” and then “Print” from the menu bar.