How to Tell Your Computer to Connect to Salesforce

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How ToTell Your Computer to “Connect to

Salesforce”

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Using This Guide


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


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


"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


1. Click on Mac icon on the taskbar and click ‘System

Preferences’

5Mac OS X El Capitan


Enable Dictation


1. Click on Dictation & Speech



Enable Dictation


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)


2. Note the shortcut key to activate dictation. Close this

window


Configure Automator


1. Press ‘Command’ + ‘Space’ on keyboard to activate spotlight

search, search for ‘Automator’ and press enter. Or select ‘Automator’

from Applications



Configure Automator


1. In Automator, double click ‘Dictation Command’

9Automator in Mac


Configure Automator


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


Configure Automator


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


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/[email protected]&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


Configure Automator


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


Configure Automator


1. To ensure that this is all set correctly, test it by clicking on the

‘Play’ button

Automator in Mac


Configure Automator


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


Configure Automator


1. In Automator, click on File -> Save to save this automation

Automator in Mac


Configure Automator


1. Give this a name and click ‘Save’

Automator in Mac


Configure Automator


1. Quit Automator

Automator in Mac


Test “Telling”

Visit asagarwal.com for daily dose of useful tips and tricsk on Salesforce 19Mac OS X El Capitan

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


Test “Telling”

Visit asagarwal.com for daily dose of useful tips and tricsk on Salesforce 20Mac OS X El Capitan

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


Test “Telling”


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


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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How to Tell Your Computer to Connect to Salesforce

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