Studio (Enterprise Edition)

Create workflows, manage teams and customise the app

23 articles in this collection
Written by Xavier Olland and Laura Pitkänen

Getting Started

Starting with the Studio

Learn the basics and get links to more articles

Written by Xavier Olland
Updated over a week ago

Company's Settings

Defines company wide settings for the app

Written by Xavier Olland
Updated over a week ago

Workflows

Introduction to workflows

What are workflows? How do they work?

Written by Xavier Olland
Updated over a week ago

Workflows list

Create, duplicate and access workflows in the studio

Written by Xavier Olland
Updated over a week ago

Workflow settings

Written by Xavier Olland
Updated over a week ago

Create a question

Add question to workflow to update additional fields in Salesforce

Written by Xavier Olland
Updated over a week ago

Salesforce actions in workflows

How to set your workflows to update Salesforce correctly.

Written by Xavier Olland
Updated over a week ago

Configure a workflow for a new campaign

Adding leads automatically to Salesforce campaigns

Written by Laura Pitkänen
Updated over a week ago

Teams management

Teams list

Written by Xavier Olland
Updated over a week ago

Team members & settings

Define who sees what, how to manage your teams

Written by Xavier Olland
Updated over a week ago

Navigation

Set app menu and objects access.

Written by Xavier Olland
Updated over a week ago

Shortcuts

How to customize your teams' shortcuts

Written by Xavier Olland
Updated over a week ago

Object & Actions

Customize the app and control workflow to access on different objects.

Written by Xavier Olland
Updated over a week ago

Tips & Tricks

Magic words : manual entries

Use variables and OCR results in Salesforce actions

Written by Xavier Olland
Updated over a week ago

Answer components

Scanner component

Scan business card, import form phone and more...

Written by Xavier Olland
Updated over a week ago

Search & Call components

Let user search an object in Salesforce. Similar to lookup fields.

Written by Xavier Olland
Updated over a week ago

Voice to Text component

Use speech to text to enter data to Salesforce

Written by Xavier Olland
Updated over a week ago

Date & Time

Let the user select a date or a date & time combination

Written by Xavier Olland
Updated over a week ago

List

Let user select values form a picklist

Written by Xavier Olland
Updated over a week ago

Wheel component

Allow the selection of a single answer with a swipe

Written by Xavier Olland
Updated over a week ago

Signal component

Enter percentages and simple values with swipes

Written by Xavier Olland
Updated over a week ago

Numpad component

Enter large numbers and decimal values

Written by Xavier Olland
Updated over a week ago

Camera component

With text recognition

Written by Xavier Olland
Updated over a week ago