EasySend's Home Page
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    EasySend's Home Page

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    Article summary

    Article Overview

    The following article describes EasySend's home page.

    Displaying EasySend's Home Page

    (See Figure 1 and Figure 2)

    To display EasySend's home page, perform the following steps:

    Figure 1: Installed Packages

    1. Click the icon (1).
    2. Click the View All option (2).

    Result:

    The App Launcher appears:

    Figure 2: App Launcher

    1. Locate and click EasySend (3).  

    EasySend Home Page

    (See Figure 3)

    After the app is installed the EasySend home page appears. Use the Setup tab (1) or the Get Started button (2) to create your Salesforce integration setup to enable the EasySend feature within your Salesforce.

    Figure 3: EasySend Home Page

    EasySend Setup Page

    (See Figure 4)

    The Setup page has two tabs:

    • Quick Setup (1) - required installation steps
    • Advanced Setup (2) - optional installation steps

    Figure 4: EasySend Setup Page


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