Find CANDDi visitors (with a given email address) from Leads / Contacts

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Summary

This guide describes how to set-up Salesforce to use find visitors within CANDDi

 

 

How to configure Salesforce

1. Enter Set-up

2. Select Leads or Contacts 

The process is identical for either - both of these can have a CANDDi button / link

Select App Setup -> Customize -> Leads -> Buttons Links and Actions

Then click "New button or link"

 

3. Configure the new link as follows

Enter Label and Name (Search CANDDi) and if required a description

Select Detail Page Button, and Detail Page Link

Select Open in new window

Enter the following into the text area

  https://[YourAccountURL].canddi.com/contact/Email/search/{!Lead.Email}

(If you wish to use this on a Contact then enter {!Contact.Email}

Click Save

 

The Link (or button) is now available but won't be visible until added on to the page layout (see step 4 below)

 

4. Add to the Page Layout

Select Page Layout (Customize, Leads, Page Layout)

Select Buttons then the custom button created above (Search CANDDi)

Drag this down to the custom button bar 

Press Save

 

This will now be available for all users

 

 

 

5. Confirm this works

Visit any lead (or Contact if you've added to Contacts)

Click the "Search CANDDi" button - a new window will open with the Search results

 

 

 

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