How to connect Resco to Salesforce & Create a Mobile Project

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 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’. When prompted for the customization template to use, choose the desired product of your choise – Inspections, Mobile Sales, Field Service. 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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Select a template for your mobile project

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).

To try a different customization template (or start from scratch), you can create a new mobile project in Woodford, and choose from the selection of mobile project templates (currently for sales, field service and inspections scenario).

Note: 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. However, Woodford HTML version will be available in early 2019.

While it is possible for multiple users to work on the same project at the same time, it is not recommended for multiple users to work on the same object (e.g. Object, View or Form), because this way, they could overwrite each other’s changes.

Now you should be connected to Salesforce. Connecting to Inspections for Salesforce requires some additional steps.

You should have a suitable project ready but in case you have none, the following couple of steps should help you with its creation. If you already have a project, you can skip these steps and proceed from here.

All there is to do, is to select a mobile project template for a particular user profile when creating new project in Woodford.

Note: If you are using Woodford for the first time, remember that, even though Resco uses the same terminology as Salesforce, there are minor differences. Salesforce Object equals Entity and Salesforce User Profile is a User Role in Woodford/Resco.

First, log in.

first step

Click on the New icon in the upper left corner to create a new mobile project.

second step

Select a template for your mobile project. Choose from Mobile Sales, Inspections or Field Service scenario. Soon, other case-specific customization profiles will be available in Woodford. In the meantime, feel free to contact us for more information on your field case at salesforce@resco.net.

third step

Give your project an appropriate name and a priority (any number higher than other existing projects). Choose a role (=user profile in Salesforce) that will define a user’s permission to perform different functions within Salesforce and hit OK.

step 4

Note: Use the profile called Default Project Role to make the customization available for all profiles. The objects and fields not available for profiles that don’t have access to them will be automatically hidden by the mobile application.

Now you can see your new project is on the list among all mobile projects created within this organization. You are all set to start customizing right after you open the project and Publish it.

step 5

Note: If you want the Questionnaires captured by your users in the field to be stored in Salesforce (and not in Resco Cloud as it is by default), the Inspections mobile project requires one more additional step to be done.

To make sure your Inspections mobile project is fully integrated with Salesforce, please follow these steps:

Open the created project and select the Inspections item from the menu on the left. You will be prompted to enable three custom objects required to store your questionnaire templates and answers.
Click on OK and wait while Woodford creates custom objects and updates the customization metadata. Once this is completed, Woodford must be restarted, and you will be asked to log in again.

step 6

Go to the project again, open the Inspections and cross-check if the Enable Inspection box is checked.

step 7

Now just Publish the project (as explained above), synchronize the Resco app and enjoy a full offline mobile experience, whether you are an inspector, sales rep or a field technician.

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