Xerox Connect to User Guide

December 2013

Issue 1.1

Connect to:

or use with

User Guide

Fuji Xerox

(v1.1) f

Salesforce

Date

Issue

Description

Fuji Xerox Australia

101 Waterloo Road

North Ryde NSW 2113

For technical queries please contact the Fuji Xerox Australia Customer Care Centre on: 1800 064 678

Xerox and the sphere of connectivity design are trademarks or registered trademarks of Xerox Corporation in the U.S. and/or other countries.

Note: By using this document you acknowledge that you have read and agree to the terms

and conditions in the Fuji Xerox Connect to: for use with Salesforce Software Licence Agreement.

Updates

This document is subject to continual updating and improvement. You are strongly advised to check the Fuji Xerox web-site to ensure that you have the most recent version:

http://www.fujixerox.com.au/

Issue History

May 2013 1.0 First issue

Dec 2013 1.1 Minor updates

Contents

Introduction ................................................................................................................................................................................ 5

Overview ....................................................................................................................................................................................... 5

Help Desk ..................................................................................................................................................................................... 5

Installation and other configurations ............................................................................................................................... 6

How to Install Connect to: for use with Salesforce ................................................................................................ 6

Salesforce Versions Supporting the API Functionality ........................................................................................... 6

User Interface ............................................................................................................................................................................ 7

Logging in as Salesforce User .......................................................................................................................................... 7

Searching Files or Accounts ...................................................................................................................................... 11

Accounts Page ............................................................................................................................................................... 13

Files Page ......................................................................................................................................................................... 18

Settings Page ................................................................................................................................................................. 21

Logging in as Admin ........................................................................................................................................................ 23

Logout ................................................................................................................................................................................... 24

Troubleshooting................................................................................................................................................................. 25

Fuji Xerox Connect to: (v1.1) for use with Salesforce User Guide Page 3

Fuji Xerox Connect to: (v1.1) for use with Salesforce User Guide Page 4

Introduction

This guide provides information on the installation procedure for the Fuji Xerox Connect to: (v1.1) for use with Salesforce. It also includes detailed information for users about the functionalities of this application.

Overview

Salesforce is the world’s leading CRM and sales enablement application, with high penetration in the Asia-Pacific region. Fuji Xerox Connect to: assists Fuji Xerox customers in streamlining their CRM based document processes, without need for a PC.

Help Desk

For further support and assistance, please visit the support website in your country at:

http://www.fujixerox.com/eng/support/

Fuji Xerox Connect to: (v1.1) for use with Salesforce User Guide Page 5

Installation and other configurations

Connect to:

This section provides information on how to install the Fuji Xerox Connect to: for use with Salesforce application on the multifunction devices (MFDs).

How to Install Connect to: for use with Salesforce

To install Connect to: for use with Salesforce plug-in on an MFD, you must perform the following steps:

1. Download the .exe file (for

compatible PC.

2. Double-click the .exe file to begin installation.

3. Enter the serial number and licence details on the licensing screen and click Install.

After the installation is complete, a confirmation message regarding successful installation of Fuji Xerox Connect to: Installer for use with Salesforce is displayed.

4. Follow the procedure explained in the

v1.1 User Guide

to install the Connect to: for use with Salesforce plug-in on the desired MFD.

for use with Salesforce

Fuji Xerox

) from the FXA website to a

Installer for use with Salesforce

Salesforce Versions Supporting the API Functionality

The Fuji Xerox Connect to: for use with Salesforce requires API functionality. As per the Developerforce community guidelines, the following versions of Salesforce are enabled with API access:

• Enterprise Edition

• Unlimited Edition

• Developer Edition

The API package is not available for the following editions:

• Personal Edition

• Group Edition

• Professional Edition*

If you are an existing Salesforce customer and want to upgrade to either Enterprise or Unlimited Edition, contact your account representative.

[*Certified partner applications, such as the PE version of the Excel Connector, are granted an API token after they complete a security review. This API token is sometimes referred to as a "Client ID". API requests identified with a certified partner application's API token are allowed to operate with Professional Edition organizations.]

For Enterprise, Unlimited and Developer Editions, you only need to Edit your profile and select the checkbox for API.

Fuji Xerox Connect to: (v1.1) for use with Salesforce User Guide Page 6

User Interface

This section describes the help information required for the Salesforce User to work on the application.

Logging in as Salesforce User

This section describes how to access the Connect to: for use with Salesforce user interface as a Salesforce User and the available functionalities for Salesforce Users.

Note: Following are the prerequisites to access user interface of the Connect to: for use with Salesforce:

• The MFD must be compatible with the Connect to: for use with Salesforce –

ApeosPort Device, XCP-enabled Authentication module and Internet connectivity. To have access to Internet (and so to Salesforce portal), the MFD must either be connected directly to Internet, for instance via ADSL service, or be configured to use a corporate proxy server with no authentication or with Basic Authentication. That implies some common proxy servers like Squid (used in FXA) are not supported. However, there are workarounds to this issue, for example, creating exceptions for particular MFDs (IP addresses) and websites.

• The Connect to: for use with Salesforce must be installed on the MFD.

To log in to the Connect to: for use with Salesforce user interface as a Salesforce User:

1. On the Connect to: for use with Salesforce login screen, select Salesforce User in the first

dropdown list under the

section:

Figure 1

Fuji Xerox Connect to: (v1.1) for use with Salesforce User Guide Page 7

2. Type Username and Password in the respective fields, and then click Login. To type these

details, you must use the alphanumeric keyboard that pops up from bottom of the screen when you click inside the fields. The standard device keyboard is disabled after you open the login page.

The following screen is displayed:

Figure 2

Figure 3

Fuji Xerox Connect to: (v1.1) for use with Salesforce User Guide Page 8

+ 17 hidden pages