Salesforce.com Installation Guides

This document explains the steps required to enable your Lead Liaison account to synchronize data with your Salesforce.com account.

Based on your version, click the instructions here:

• Determining Salesforce.com Contacts
• Integration Prerequisites
• Group Edition
• Editions with Person Accounts
• Professional, Enterprise & Unlimited Editions
• Import Salesforce.com Users
• Salesforce.com Custom Objects
• Salesforce.com Sandbox Instance
• Salesforce.com Security Token
• Upgrading Salesforce.com Plugin
• Granting Lead Liaison Login Access
• Installing Briefcase (Hot Prospects Dashboard)
• QuickBooks and Salesforce.com Integration

To identify which edition of Salesforce.com you have do the following:

1. Log into Salesforce.com.
2. Hover your cursor over the browser tab.