Salesforce Setup

How to install and configure KnowledgeTree inside Salesforce.com

KnowledgeTree for Salesforce Quickstart Guide
Now that you've installed KnowledgeTree for Salesforce it's time to enable your Sales Organization with the right assets at the right time.  If ...
Fri, 13 May, 2016 at 1:01 PM
Onboarding Guide for KnowledgeTree for Salesforce
Install KnowledgeTree for Salesforce Using the managed packa...
Tue, 3 Feb, 2015 at 9:27 AM
Installing KnowledgeTree for Salesforce
Requirements for Installing KnowledgeTree for Salesforce: A Salesforce Account Admin user privileges for Salesforce Safari, Chrome, or Firefox ...
Wed, 11 Jan, 2017 at 10:09 AM
How to Configure a Limited Deployment of KnowledgeTree
In order to make KnowledgeTree available to users in Salesforce, it must be added to page layouts. It is possible to limit visibility to certain groups of u...
Thu, 7 Aug, 2014 at 9:49 AM
Limiting KnowledgeTree Access Via Salesforce Profiles
While KnowledgeTree recommends using page layout assignments as a means of providing access to certain groups of users, we understand that this method may n...
Mon, 5 Jan, 2015 at 1:54 PM
Adding KnowledgeTree Custom Activity Types to Layouts
It is useful to see the activities that are generated from shares, views, and downloads using KnowledgeTree, but your activity section in Salesforce will no...
Tue, 3 Feb, 2015 at 2:28 PM
About Connecting KnowledgeTree to Salesforce
In order to for KnowledgeTree to be fully functional, you must connect it to your Salesforce account using a Salesforce Administrator's credentials. Wi...
Thu, 16 Jul, 2015 at 4:37 PM
Sign Up for KnowledgeTree Using Your Salesforce Sandbox
This article details signing up for a KnowledgeTree account that works with your Salesforce sandbox.  This allows customers to "kick the tires" wh...
Fri, 22 Aug, 2014 at 9:38 AM
Placement of KnowledgeTree in Salesforce Layouts
So where should I place the KnowledgeTree app in my Salesforce layouts to achieve the best results with asset discovery, sharing and tracking?  Our recommen...
Tue, 1 Sep, 2015 at 1:17 PM
Installing the KnowledgeTree Visualforce Page in Salesforce
This article describes how to add the KnowledgeTree for Salesforce Visualforce page to any object layouts. Start by logging into Salesforce and g...
Tue, 29 Nov, 2016 at 11:08 AM