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Salesforce FAQ


How do I install the NetProspex Salesforce App?

You can find the NetProspex Salesforce App right on the App Exchange.  For more details, read How to install the NetProspex Salesforce App.


Why can't I login with my Salesforce user name and password?

Salesforce requires all third-party apps to abide by additional security measures.  Read our user guide on how to use Salesforce Security Tokens and/or Setting Up Trusted IP's.


Can I manually import Leads from NetProspex to Salesforce?

You can automatically import Leads using the free NetProspex Salesforce App. But if you don't have proper permissions to use the App, you can manually import Leads to Salesforce.  Read the full User Guide >>


We keep forgetting to enter Security Tokens - is there a better way?

Yes. You can set up NetProspex's IP address as a trusted IP to avoid needing to use security tokens.  Read the full User Guide >>


What edition of Salesforce do I need in order to run the NetProspex Salesforce App?

You need to be running either the Enterprise or Unlimited Edition of Saleforce in order to install and use the NetProspex Salesforce App.


Still looking for answers?  Use our Online Support Center or call us at 1-888-826-4877 ext 2.

 

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