Activity data

Komiko is posting activity (email and meetings) data to Salesforce. This data can be used to build Salesforce native reports that show the number of emails sent/received, number of meetings, per person, per time period, etc. Salesforce activities objects and also the Email object do not support the rich meta […]

Rolling up contract end date to the account level – example

Here are the steps required to roll up contract end date to the account level. The following is using Rollup helper which allows you to roll up content for related objects. Rollup helper is using standard Salesforce technologies e.g. APEX classes and APEX Triggers to roll up info either instantly […]

Komiko Installation – Meta Data Changes in Salesforce

Following is a list of custom fields and custom objects that are added to Salesforce as part of Komiko’s installation. Komiko is a certified Salesforce app that is using Salesforce standard API interface to add to the meta data. 1. Custom fields added by Komiko to standard objects Account Best […]

Register to Komiko

Navigate to Komiko’s registration page https://www.getkomiko.com/account/register For Gmail Click the Google Account and get the Google pop-up window request to allow access to your mailbox.                 Click <Allow> For Microsoft Office 365 Click the <Sign up with Office 365> and get the Office […]

Setting up a service account for Exchange or Office 365

These instructions outline the steps required to allow Komiko to access a collection of mailboxes on your Exchange or Office 365 server. Create a new mailbox for Komiko (ex: komiko@mycompany.com). Give the new mailbox delegate access to the target mailboxes. Here is the detailed help article. Register the new mailbox with […]

Automated Contacts Capturing

Komiko helps you ensure that you are not missing any contact that has interacted with your team. Based on emails and meetings exchanged Komiko can identify contacts that are not in Salesforce. Where applicable, it’ll automatically create them in Salesforce, and associate them to the right account. Here is the […]

Rolling up last outbound date and sender – example

Here are the steps required to roll up last outbound date of a sub-set of the users to the account level. It is using Rollup helper which allows you to roll up content for related objects. It is using standard Salesforce technologies e.g. APEX classes and APEX Triggers to roll […]

GDPR Removal Request

The General Data Protection Regulation (GDPR), which took effect on May 25, 2018, is the European Union’s new data privacy law. The GDPR impacts how all companies collect and handle personal data about their European customers. Your privacy is very important to us, and we’ve updated our DATA PROCESSING ADDENDUM to […]

GDPR Data Protection

Komiko takes the protection of its customers data seriously and has made significant financial investments to maintain the protection of all PII that it processes. For the purposes of this Agreement, the term “PII” and all forms of the word “process” shall have the same definitions as given to such […]

Enabling/disabling Komiko for selected Salesforce profiles

Background Komiko’s custom objects, custom fields and Visualforce widgets can only be accesses by the selected Salesforce profiles. It allows the Salesforce admin to fully control who can see what. Step 2 <Install> in the installation wizard allows you to select the sub-set of profiles that should be enabled. Click on […]