Intro to Salesforce integration: Primary users and intended usage

How Salesforce users and admins benefit from Restaurantology’s CRM integration.

Written by Grant Gadoci
Updated over a week ago

Read more

What to know before you start

Three critical steps to review before installing Restaurantology’s managed package in Salesforce.

Written by Grant Gadoci
Updated over a week ago

Read more

Overview: Implementing Restaurantology in Salesforce

A high-level roadmap for installing and configuring Restaurantology’s managed package.

Written by Grant Gadoci
Updated over a week ago

Read more

Step 1: Install the managed package

How to install Restaurantology's Salesforce managed package and complete the initial connection.

Written by Grant Gadoci
Updated over a week ago

Read more

Navigating the Restaurantology App Center

A quick overview of the Restaurantology App Center inside Salesforce.

Written by Grant Gadoci
Updated over a week ago

Read more

Step 2: Initial setup and data indexing

Access the Setup & Settings tab to prepare your data for matching and enrichment.

Written by Grant Gadoci
Updated over a week ago

Read more

Step 3: Post-install configurations

Update permissions and customize page layouts to optimize user access to Restaurantology data.

Written by Grant Gadoci
Updated over a week ago

Read more

Help & advanced troubleshooting (App Center "Task Manager")

Use Task Manager to monitor background tasks and gather information for technical support.

Written by Grant Gadoci
Updated over a week ago

Read more