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Install Tampermonkey (see instructions below)
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Click on this link
latest Tampermonkey Code Here -
Click Install and you are done!
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Please Read 'Email Function' and 'Log a Chat / Call'
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Open this link in a new tab
https://chrome.google.com/webstore/detail/tampermonkey/dhdgffkkebhmkfjojejmpbldmpobfkfo?hl=en -
Click the '+ ADD TO CHROME' button
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Click 'Add Extension' on the pop-up.
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Click the Email icon
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Choose the launch team member that you would like to send an email too.
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You will be lead to the 'Send Email' screen.
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The email text areas will be filled out.
- To: Will be empty (please leave blank, recipient email placed in 'Additional To:'
- Additional To: (auto filled with owner email)
- CC: (auto filled with Jennifer W. and Erika M.)
- Subject: (auto filled with Launch and Web-ID)
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Fill out the body of the email.
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Just fill in the body of your email, SalesForce will auto append your signature settings made through SalesForce : My Settings.
- If not set up yet.
- Link to SalesForce Settings
- "email" link (left menu)
- My Email Settings
- Update Your Email Settings
- Save
- If not set up yet.
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Press 'Send' once your email has been written.
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DONE! You will be redirected to the launch.
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Click the Log Chat icon
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Choose the launch team member you would like to send an email too.
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You will be lead to the 'Log Activity' screen.
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The 'contact' field will be filled out with launch owner's name
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Update the 'subject' field. (Chat or Call)
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Update the 'type' field. (Spoke To or Chat)
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Update the 'comments' field.
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Update the 'Attendees' field. (Internal)
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Click 'save'
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DONE! You will be redirected to the launch.
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Open this link in a new tab.
https://github.com/cirept/salesforceToolbar/issues -
Create a Github account.
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Log into your new account.
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Cick 'new issue'
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Add issue or enhnacement details
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Click 'submit new issue'
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Done!
- Updated Nextgen text links - Removed the Proof link
- Added additional functionality to the 'log activity' and 'email team member' tool
- Updated Edit in WSM link --> Copy WSM link
- This is to prevent multiple instances of WSM open at one time.
- Updated URL check to match the new SalesForce Account Summary URL
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Settings added to tool
- Coloring of launch feilds
- Font re-sizing
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Added "Account Number" to tool
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Made "Email" and "Log Activity" open in current window.