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Studio (Enterprise Edition)
Studio (Enterprise Edition)
Create workflows, manage teams and customise the app
29 articles in this collection
Written by
Antti Rikkinen
Duplicate management
What happens when there's a duplicate record in Salesforce
Written by
Antti Rikkinen
Updated over a week ago
How to use lead assignment rules
Set the app to use active assignment rules in Salesforce when creating leads
Written by
Antti Rikkinen
Updated over a week ago
Setting a default country for scans in the studio
Set a default country for all scanned leads or contacts
Written by
Antti Rikkinen
Updated over a week ago
Giving users access to the studio
Written by
Antti Rikkinen
Updated over a week ago
FAQ - studio
For Zero Keyboard admins
Written by
Antti Rikkinen
Updated over a week ago
Getting Started
Starting with the Studio
Learn the basics and get links to more articles
Written by
Antti Rikkinen
Updated over a week ago
Company's Settings
Defines company wide settings for the app
Written by
Antti Rikkinen
Updated over a week ago
Workflows
Linking a new Contact to an Account
Different ways to link to/create an account
Written by
Antti Rikkinen
Updated over a week ago
Introduction to workflows
What are workflows? How do they work?
Written by
Antti Rikkinen
Updated over a week ago
Workflows list
Create, duplicate and access workflows in the studio
Written by
Antti Rikkinen
Updated over a week ago
Workflow settings
Written by
Antti Rikkinen
Updated over a week ago
Create a question
Add question to workflow to update additional fields in Salesforce
Written by
Antti Rikkinen
Updated over a week ago
Workflow questions: Salesforce actions
How to set your workflows to update Salesforce correctly.
Written by
Antti Rikkinen
Updated over a week ago
Configure a workflow for a new campaign
Adding leads automatically to Salesforce campaigns
Written by
Antti Rikkinen
Updated over a week ago
Teams management
Teams
Setting up your ZK users
Written by
Antti Rikkinen
Updated over a week ago
Setting up a Team: Assigning ZK licenses
Assign ZK licenses, define the contents of the app
Written by
Antti Rikkinen
Updated over a week ago
Navigation
Set app menu and objects access.
Written by
Antti Rikkinen
Updated over a week ago
Shortcuts
How to customize your teams' shortcuts
Written by
Antti Rikkinen
Updated over a week ago
Object & Actions
Customize the app and control workflow to access on different objects.
Written by
Antti Rikkinen
Updated over a week ago
Tips & Tricks
Magic words : manual entries
Use variables and OCR results in Salesforce actions
Written by
Antti Rikkinen
Updated over a week ago
Answer components
Scanner component
Scan business card, import form phone and more...
Written by
Antti Rikkinen
Updated over a week ago
Search & Call components
Let user search an object in Salesforce. Similar to lookup fields.
Written by
Antti Rikkinen
Updated over a week ago
Voice to Text component
Use speech to text to enter data to Salesforce
Written by
Antti Rikkinen
Updated over a week ago
Date & Time component
Let the user select a date or a date & time combination
Written by
Antti Rikkinen
Updated over a week ago
List
Let user select values form a picklist
Written by
Antti Rikkinen
Updated over a week ago
Wheel component
Allow the selection of a single answer with a swipe
Written by
Antti Rikkinen
Updated over a week ago
Signal component
Enter percentages and simple values with swipes
Written by
Antti Rikkinen
Updated over a week ago
Numpad component
Enter large numbers and decimal values
Written by
Antti Rikkinen
Updated over a week ago
Camera component
With text recognition
Written by
Antti Rikkinen
Updated over a week ago