The Altify SDO solution will enable you to install Relationship Maps in less than 5 minutes!
Installation Instructions
Install the following packages in order. Ensure to select Install for Admins Only while installing all packages:
Below is a quick guide showing you how to install and run the Altify SDO configuration.
Quip Live AppPlease ensure that you have installed all of the packages provided in the section ‘Installation Instructions’ and have completed the SDO Configuration Setup, before commencing the Quip Live App installation.Altify Relationship Map Quip Live AppDetails of how to connect a Relationship Map Live App and some of the key features can be seen in these 2 short videos:> Connect a Relationship Map> Live App Features
How to Demo
We have created 2 resources to help:
Note on Demo Data
The following account and contacts are delivered with the SDO for demo purposes. Do not delete these records. You can rename and edit them as required.
Account: Omega, Inc. (External ID: Account.001)
Contacts: Chris Post (Ext ID: Contact.095), Bob Hodges (Ext ID: Contact.004), Mark Kingston (Ext ID: Contact.002), Lauren Bailey (Ext ID: Contact.001), Jeff Kane (Ext ID: Contact.015) and James Wu (Ext ID: Contact.003),
Carol Tezak - (Ext ID: Contact.117), Oscar Tran - (Ext ID: Contact.118), and Melanie Lexington - (Ext ID: Contact.119).