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InterWeave Salesforce SmartApps for Administrators
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Course Content
1. Understand InterWeave SmartSolutions
What is InterWeave SmartSolutions?
Supported Integrations
2. Determine Your Integration Requirements
Identify Key Systems
Define Integration Points
Decide on Frequency
3. Register for InterWeave SmartSolutions
Sign Up
Select Your Plan
Consultation
4. Install InterWeave in Your CRM (Salesforce)
AppExchange
Authentication
5. Configure the Integration in InterWeave
Access the InterWeave Dashboard
Use Pre-Built Templates
Field Mapping
Custom Workflows
6. Data Synchronization and Automation
Define Sync Triggers
Automation
Error Handling
7. Security and Permissions
Set User Permissions
API Security
Audit Trails
8. Testing the Integration
Sandbox Environment
Test Scenarios
Error Debugging
9. Deploy to Production
Move to Production
Final Data Sync
10. Ongoing Monitoring and Support
Monitor Sync Jobs
Handle Errors
Regular Updates
11. User Training and Documentation
Provide Training
Documentation
12. Maintain and Evolve the Integration
Business Changes
Expand Integrations
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