SpantDocs
Proff ConnectProff Connect Credit
spant.no
ProffDocs

Proff Connect and Proff Connect Credit are separate Salesforce apps.

  • Proff Connect
  • Proff Connect Credit

Documentation

Proff Connect and Proff Connect Credit are separate Salesforce apps. Choose the app you are installing or using.

Proff Connect

Search and match Nordic company data directly in Salesforce. Proff Connect is its own Salesforce app, separate from Proff Connect Credit.

Open

Getting Started

  • What is Proff Connect?
  • How to use this document

Install & Upgrade

  • Install the latest version
  • Deploy configuration data

Configuration Guide

  • Assigning the Correct Access
  • Authentication Setup
  • Application Settings
  • Object Field Mapping

Security & Permissions

  • Security & Permissions

Job Center

  • Job Center
  • Mass Update
  • Real-Time Changes
  • Delete Jobs

Lightning Web Components

  • Component visibility
  • New Account
  • Sync Account
  • Enrich Lead
  • Enrich Account
  • Get Related Contacts
  • Company Insight
  • Contact Insight
  • Sync Contact
  • Company Search - List Button
  • Bulk Create Accounts or Leads
  • Account Change Events

Data Model

  • Company Insight - Data Model
  • Contact Insight - Data Model
  • Data & Storage

API Usage Overview

  • API Usage Explanation
  • API Requests & Responses
  • Endpoint Categories
  • Security & Data Protection
  • Troubleshooting API Errors
  • Related Links

User Guides

  • Restrict Access on Permission Set Groups
  • Verify Insight Data access
  • Company Insight on Demand
  • Alert on Change Events with Flow
  • Announcement codes
  • Proff Connect LWC
  • End-User & Admin Guide

FAQ

  • Unique Identifier for Companies

Release notes

  • Release notes

Proff Connect Credit

A separate Salesforce app from Proff Connect. Documentation is coming soon.

Open

Proff Connect Credit

  • Documentation coming soon

Built by Spant

·Spant