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Advice and answers from the Restaurantology Team

Implementing Restaurantology is easy, and can accelerate how Salesforce ingests verified market intelligence data month over month.

Connecting your Salesforce with Restaurantology is a guided process between your Salesforce admin and Restaurantology’s onboarding team. The setup portion of your install is divided into three (3) key milestones:

  1. Step 1: Installing the Salesforce managed package
  2. Step 2: Initial setup and data indexing
  3. Step 3: Post-install configurations

3 STEPS TO IMPLEMENT RESTAURANTOLOGY IN SALESFORCE


[01] Install the Salesforce managed package

The first step of the Restaurantology Salesforce implementation process involves installing the Salesforce managed package. The managed package contains pre-built functionalities and components specific to the Restaurantology solution.

Read the full install guide here →

[02] Initial setup and data indexing

The second step focuses on preparing your data for optimal usage within the Restaurantology implementation. This includes reviewing duplicates and performing an initial index scan to maximize candidate matches.

Read the full setup guide here →

[03] Post-install configurations

The final step of the Restaurantology Salesforce implementation process involves configuring user permissions and updating the Salesforce Account page layout(s) to align with the Restaurantology solution.

Read the full configuration guide here →