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