Setting up a G-Suite Service Account

For Komiko to access a tenant’s G-suite data, the deployment service account must be granted domain-wide delegation privileges to the tenant’s G-suite domain by that domain’s admin. Thus, in Google impersonation model, the service account is owned by the vendor (e.g. Komiko), and access management is owned by the tenant.   Google domain admin uses […]

Updating Komiko’s meta data using an admin user

The following describes the way to update Salesforce with Komiko meta data using an admin user. There are 3 steps: Change the API user to a user with admin rights Apply the meta data changes Change the API user back to the original API user 1. Changing the API user […]

Adding Komiko’s Dashboard Tab to Salesforce

Here is the way to add Komiko’s dashboard tab to Salesforce classic UI. It includes 7 steps. Go to setup and find <Tab>. Click on Create Tabs. 2. Click on New web tab. 3. Select full page width 4. Name the tab e.g. Komiko. Then select Airplane color and change the […]

General Data Protection Regulation (GDPR)

What is GDPR? “The General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679) is a regulation by which the European Parliament, the Council of the European Union, and the European Commission intend to strengthen and unify data protection for all individuals within the European Union (EU). It also addresses the export of personal data outside the EU. The General Data Protection Regulation GDPR […]

From Insights to Action – Boost your productivty

Komiko addresses the two main pain points of any CRM including Salesforce: Keep it data rich – by not relying of people to update Salesforce Get data in context – know who is who in each account and opportunity, and find any email, meeting, document, task, case that was exchanged. […]

Enrich your Salesforce Customer Success and Sales Reports

Komiko allows you to enrich your existing salesforce customer success and sales reports. Here is a naive Salesforce Pipeline Report. It includes basic information taken from the opportunity object. You can easily tell what opportunities are expected to be closed in each month, who owns each one, the amount, etc. […]

Email w/ Komiko – Templates and Signature Block

The following describes the way to create templates and setup signature block. Templates Open the Email interaction, by clicking on reply or new email. Type the subject line and email body text that you’d like to be part of the template. And then click on the save template icon. Give […]