Post on 16-Apr-2017
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How ToTell Your Computer to “Connect to
Salesforce”
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Using This Guide
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A couple of standards/conventions have been followed in this guide. Here is what they mean
Important information. Take a closer look and follow as advised. You may not be able to complete the exercise successfully if you miss these instructions
General explanation/information to support actions mentioned on the slide. Will assist you in understanding what is being done and why
Actions that you need to follow to configure. Carry out these steps in the order of their serial number.
Appears on the bottom bar of the page on right hand side. Provides information on the Hardware and Software currently being used
Text with Red Background
Text with Yellow Background
1. Text with White background, red border and a number. In a callout format
Text with Green Background
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Ingredients
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You will need the following to “tell” your computer to connect to Salesforce■ Apple Mac with Microphone■ Salesforce Org
■ Sign up for Free at developer.force.com■ Internet Connection
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Related Blog
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"Tell" Your Computer to Connect to Salesforce
http://www.asagarwal.com/4352/tell-your-computer-to-connect-to-salesforce
Please do not forget to refer to the above blog post for other useful information
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Enable Dictation
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1. Click on Mac icon on the taskbar and click ‘System
Preferences’
5Mac OS X El Capitan
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Enable Dictation
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1. Click on Dictation & Speech
6Mac OS X El Capitan
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Enable Dictation
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1. Turn the Dictation ‘On’ and check ‘Use Enhanced Dictation’ (Please note that
using enhanced dictation will download and install a 422 MB software on your
Mac)
7Mac OS X El Capitan
2. Note the shortcut key to activate dictation. Close this
window
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Configure Automator
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1. Press ‘Command’ + ‘Space’ on keyboard to activate spotlight
search, search for ‘Automator’ and press enter. Or select ‘Automator’
from Applications
8Mac OS X El Capitan
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Configure Automator
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1. In Automator, double click ‘Dictation Command’
9Automator in Mac
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Configure Automator
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1. In Dictation Command, type the command that you want to
speak to connect to Salesforce. E.g. type “Connect To
Salesforce”2. Check ‘Command Enabled’
10Automator in Mac
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Configure Automator
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1. Click on ‘Internet’
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2. Double click on ‘Get Specified URLs’. This will add the action to the right
pane
Automator in Mac
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Configure Automator
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1. Now here is the trick. In the Address URL type the URL to connect to Salesforce with username name and password. The URL format is as follows
https://login.salesforce.com/?un=<salesforce_username>&pw=<password>e.g.
https://login.salesforce.com/?un=developer@asagarwal.com&pw=ilovesalesforce
(If you are connecting to Sandbox, the URL will be test.salesforce.com)
Make sure that the URL is specified correctly or else, you
will not be able to log in to Salesforce
Automator in Mac
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Configure Automator
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1. Double click on ‘Display Webpages’ to add this action to the
right pane.
2. On the right pane, we now have two actions that will get executed, when you speak ‘Connect to Salesforce’
The first action has a URL set with username and password that will log you on to Salesforce
The second action will open the default browser set on your computer and display the URL that the first action returns
1st Action
2nd Action
Automator in Mac
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Configure Automator
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1. To ensure that this is all set correctly, test it by clicking on the
‘Play’ button
Automator in Mac
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Configure Automator
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1. If set correctly, Automator will open the default browser on your PC with the URL that you specified in 1st action and that should log
you in to Salesforce … automatically.
Now switch back to Automator window
Chrome in Mac
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Configure Automator
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1. In Automator, click on File -> Save to save this automation
Automator in Mac
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Configure Automator
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1. Give this a name and click ‘Save’
Automator in Mac
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Configure Automator
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1. Quit Automator
Automator in Mac
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Test “Telling”
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1. Double Press the “fn” key to activate dictation
(if you selected a different shortcut key while configuring ‘Dictation & Speech’ in initial slides then press the key that you
selected as shortcut)
2. When Dictation is Active, you should see a microphone icon on your screen. As as you speak, the white bar in the
mic should show some activity
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Test “Telling”
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1. Now the moment of truth. Tell the computer “Connect to Salesforce” and wait a moment (this is
the dictation command that we configured in Automator).
If Mac understands your accent and recognizes the command successfully it will show you a small label containing the command just above the mic icon and
execute the command
If you are from a non native English speaking country like me, you may need to practise
your accent a bit so that Mac can understand what you are saying
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Test “Telling”
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1. And voila, Mac opens the browser, enters the URL and logs you in to Salesforce automatically. All at your command.
Next time when you are demo-ing anything in Salesforce, just “tell”
the computer to “Connect to Salesforce” and WOW your
audience
Chrome in Mac
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Food For ThoughtYou can use these steps to create multiple dictation commands to login to different instances of Salesforce. For example to connect to say UAT or Test instance type the following dictation command
■ “Connect to Salesforce U A T”■ “Connect to Salesforce Test”
Just make sure that you are specifying the correct login URL, username and password for those different connections.
And why limit yourself to just connecting, sse this guide to create other dictation commands and automate
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Leave Your FeedbackPlease do not forget to leave your comments, suggestions and ideas on my blog at URL http://www.asagarwal.com/4352/tell-your-computer-to-connect-to-salesforce
If you got stuck anywhere in following this guide and were able to resolve the issue, mention that as a comment in the blog post above so that others can benefit from your experience
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Thank You !
For Daily Dose of Useful Tips & Tricks on Salesforce.com visit http://www.asagarwal.com
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Document Change LogVersion Changes
1.0 First Release
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