If you would first like to learn more about the Salesforce integration, check this article.
By now you should have installed, configured, tested, and scheduled your sync. If you have not done this yet, learn how to this in the article here.
Setting up a Custom Report Type
Once the app has been installed successfully, your administrator can now create a custom Report Type in Salesforce.
They can do this by going to
- Search Quick Find Report Types
- New Custom Report Type
- Select zkipster Guest
- Save the new type
Pro tip: Save the Report Type in a permission set that allows all the users to be able to review, edit and create reports with this report type.
Creating zkipster Guest Reports in Salesforce
- Open Reports
- Click 'New Report'
- Select the zkipster Guest Report Type
- Click Continue
On the next screen you can select your filters and field criteria as you would for any other Salesforce report. You can save these for future templates.
That’s it - you now have zkipster Salesforce reports set up.
If you have any questions, reach out to the Client Relations team via the web chat in the bottom right side of your screen.