How to connect Resco Mobile Solution to Salesforce

Install the application on your smartphone/tablet

Get the latest version of the Resco Mobile CRM app at your store.

iOS (iPhone, iPad)     Android     Windows

Open the Resco Mobile CRM app and select ‘Internal User’

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Sign in

  1. Tap the ‘sync’ symbol
  2. Sign in with ‘OAuth2’ User Type/Mode
  3. If you are running a production organization on Salesforce then type in com. For a Sandbox organization type in test.salesforce.com
  4. Create and confirm a new application password (this password will protect your local data on the this particular device)
  5. Tap the ‘sync’ symbol once more

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  1. Input your Salesforce credentials to log in

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  1. Confirm by tapping ‘Allow’

    Once you synchronize the app, you will be seeing and working with the real data, just like you do in Salesforce.

    *Note: If you can’t log in with your details, check out the FAQs.

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Once you synchronize the app, you will be seeing and working with the real data, just like you do in Salesforce.

Tailor your new Mobile CRM connected to Salesforce

The application you downloaded has a default setup that can be easily tailored with a configuration tool called Woodford. You can download it here (please use the Internet Explorer browser).

*Note that to be able to download and work with Woodford, you need to complete step 1.
For a full-fledged access, it is required to log in using an ‘Admin user’ account.

Select ‘Install standalone application’ (integrates with Salesforce).

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Use your Salesforce login credentials to access Woodford. For URL you will need to use https://salesforce.com for a production organization and https://test.salesforce.com for sandbox.

Please note that when connecting from outside of the trusted zone (as configured in your Salesforce organization) you need to add the Security Token at the end of your password.

Please note that for the time being, Woodford works on Windows OS only.

It is not recommended for multiple users to work on the same object at once.

*Note: If you can’t log in with your details, check out the FAQs.

 

If you require any assistance, you can reach out to us at salesforce@resco.net.