HeyBuddy App Salesforce Integration Support

HB App Support Documentation specifically for those Admins and Users who are integrated with Salesforce.

Admin Panel (Salesforce CRM)

To navigate to the HeyBuddy Admin Panel, type app.heybuddy.com into your web browser. You will be asked to login with your Salesforce Username. Once entered, click Submit. You will then Log In with...

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By Julie Levering

updated about 1 year ago

Grant HeyBuddy Limited Access (Salesforce CRM)

There may be times where it is suggested to grant HeyBuddy access to your Salesforce org in order to effectively troubleshoot errors. Your Salesforce Admin should follow these steps to grant...

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By Julie Levering

updated about 1 year ago

HeyBuddy Reports Overview (Salesforce CRM)

1.      SB Decks Presented      Decks Presented Usage Summary: Basic presentation usage information by Presentation with Time Spent support 2.      SB Presentation Count by User per Day     ...

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By Julie Levering

updated about 1 year ago

Import Users from Salesforce (Salesforce CRM)

To import users from Salesforce , expand the Manage tab by clicking the down arrow, then select the User Reg tab. This will then display all of the current users who have already been imported....

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By Julie Levering

updated about 1 year ago

Logging In (Salesforce CRM)

Tap to open your HeyBuddy app icon. HeyBuddy may prompt you to register your device. Choose “Production”. HeyBuddy may prompt you to login via Salesforce. Enter your personal Salesforce credentials...

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By Julie Levering

updated about 1 year ago

Object Permissions (Salesforce CRM)

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By Julie Levering

updated about 1 year ago

Sync (Salesforce CRM)

After successful Publishing of content, you must Sync to view your changes and content in the HeyBuddy App. Press the Login button. Enter your Salesforce User Name to log in to the App. Enter your...

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By Julie Levering

updated about 1 year ago