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RealZips for Salesforce.com

Cheat Sheet - RealZips Install & Configuration

Step-by-step: Install and configuration


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Install


Before getting started:
Request login credentials for the RealZips GeoData
 
  1. Install the Realzips app
  2. Initial upload of RealZips GeoData
  3. Enable RealZips access for Non-Admin Users
  4. Page Layout Configuration
  5. Add RealZips GeoData to Views
  6. Connect existing CRM data to RealZips
 

Configure RealZips - Basics

 
  1. Manage Licenses
  2. Lead Assignment
  3. Ownership Alignment
  4. RealZips History

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