Camcard Help

GDPR Readiness Program

What does the GDPR require? The GDPR establishes rules for how organizations can process the personal data of data subjects who are in the European Union. While many of these rules already existed under previous EU law, some rules are now stricter. The rules reach beyond the physical borders of the EU and apply to any organisation, regardless of whether it has a physical presence in the EU, if it offers goods or services to people in the EU, or if it tracks the behaviour of those people. How is Intsig preparing for the GDPR? Since early 2017, Intsig has been preparing for the GDPR with a formal compliance project headed by our Chief Compliance Officer. Much of the preparation is happening behind the scenes but a number of initiatives will be visible to our customers. Listed below are some of the steps we have taken: Assessment: We have carefully reviewed where and how our relevant services collect, use and store personal data and we are updating procedures policies, standards, governance and documentation as needed. Products: We are evaluating potential new features to add to our various products to assist our customers in meeting various GDPR compliance obligations, such as notice and consent requirements, if necessary. Cross-Border Transfers of EU Personal Data: Cross-border transfers of personal data will occur in relation to some of our products. In addition to ensuring our contractual commitments meet the GDPR requirements, Intsig has standard contractual clauses in place where necessary. Employee Training and Awareness: Our employees will receive training on GDPR-specific content. In addition, Intsig will conduct ongoing awareness initiatives on a variety of topics, including data protection, security and privacy. How to help my company comply with the GDPR? When acting as processors, we will only process your personal data in accordance with...

How Do I Upgrade ?

DetailsWhile we go to great lengths to ensure that the upgrade process will be seamless and automatic, every organization’s environment is different, and there is always a chance of regression after an upgrade. To ensure a smooth upgrade, we recommend: Testing in a sandbox prior to upgrading your production environment. Documenting your configuration. (Screenshots should suffice.) Noting any field set inclusions prior to upgrading, as changes may need to be re-applied. Performing an Upgrade Review our Camcard Administrator Guide,The instructions are applicable to both fresh installs and upgrades. Review our Understanding Mobile Apps, It can help you learn the basic skills

How to install professional version ?

Before accessing the API, ensure you have one of the following editions of Salesforce, in order to use the API. In Salesforce, this can be found under Setup > Company Profile > Company Information > Organization Edition. Editions with API Access Enterprise Edition Unlimited Edition Developer Edition Performance Edition Editions without API Access Group Edition Essentials Edition Professional Edition* *For Professional Edition organizations, all requests for API access must be purchased and can be processed contacting your Account Executive. This means if your edition does not have API access by default, you must discuss your Salesforce representative about having access, there may be a fee associated with this feature

Quick Start

First: Setting up on Salesforce You will need to complete step 1 to 4. Installed Packages Initialization data Add administrator Manage user licenses by using Installed Packages related list Next: Installing and using the mobile app Install Mobile App Scan & Synchronize

Supported Editions

To install and successfully use CamCard for SalesForce, you must have one of the following from each category: Enterprise Edition Unlimited Edition Developer Edition Performance Edition Professional Edition* *For Professional Edition organizations, all requests for API access must be purchased and can be processed contacting your Account Executive.This Means if your edition does not have API access by default, you must discuss your Salesforce representative about having access, there may be a fee associated with this feature

1. Installed Packages

* You need to have an administrator account. * Supported Versions: Professional (need API access), Performance, Enterprise, Unlimited and Developer Edition * We don’t support Salesforce Classic Step 1:Click Camcard for Salesforce to find “Camcard for Salesforce” application in appexchange. Step 2: Click Get It Now, you’ll be prompted to log in. Enter the username and password of your Trailhead Playground and click Log In. Step 3: You can select install in Production or install in Sandbox, then click Comfirm and Install Step 4:Select Install for Admins Only, then click Install. Step 5:If you see a pop-up asking you to approve third-party access, select Yes, grant access to these third-party websites and click Continue.

2. Initialization data

step 1: To open the App Launcher, on the left side of the navigation bar, click Step 2: Enter Camcard in the Search apps and items… box and select Camcard. Step 3: You can find Clone Setting Data at the top right of your screen,Click Clone Setting Data to initialize the settings. Step 4: From Setup, enter Custom Metadata Types in the Quick Find box,then select Custom Metadata Types. Step 5: Click Manage Records next to the OCR Settings, then click Edit. Step 6: Please be sure to enter the primary contact information,It is important to notify you regarding information.you can set First Language … Initialize OCR input language for users.

3. Add administrator

Step 1: From Setup, enter Users in the Quick Find box, then select Users. Step 2: Select a user. Step 3: In the Permission Set Assignments related list, click Edit Assignments. Step 4: To assign a permission set, select it under OCR Permission Sets and click Add, and then click Save.

4. Manage user licenses by using Installed Packages related list

Use this section to manage user licenses. Step 1: From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Step 2: In the Installed Packages related list, click Manage License for Camcard®. Step 3: In the Licensed Users related list, click Add Users. Step 4: In the Available Users related list, select Action for the user you want to add and click Add. To remove a license for a single user Step 1: From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Step 2: In the Installed Packages related list, click Manage License for Camcard®. Step 3: In the Licensed Users related list, from the Action column, click Remove next to the user whose license you want to remove.

5. Default value settings for compaign and lead/contact

COMPAIGN: Step 1: To open the App Launcher, click Campaigns Step 2: Select a campaign for which you want to set as the default and check the is default box,then save it. LEAD/CONTACT: Step 1: From Setup, enter Object Manager and select contact or lead Step 2: Choose the Fields & Relationships and click Lead Source. Step 3: Find the Account/Lead Source Picklist Values ,select a Values for which you want to set as the default. Step 4: Find the check box after the default, check it, check and save it