How to Update the App
Please use the following steps to update Blink application from AppExchange: Step 1: Check the version Log in to the Production or Sandbox environment to the see your current version.…
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How to Purchase a License
If you’re a user of our AppExchange application, you may be wondering how to purchase a license and start using it to enhance your Salesforce experience. In this help article,…
Read More Installation Blink from AppExchange
Please use the following steps to purchase a license: 1. Go to Blink AppExchange page https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000G0nBzUAJ and click “Get It Now” button. 2. Click login with Trailblazer.me and then click…
Read More Grant Login Access
Please use the following steps to share an org access with our support team: 1. Login to your org and click your profile icon at the top right corner and…
Read More Convert Contacts back to Leads
Open Blink Settings > Buttons and scroll don’t to the Contact object section. Select the checkbox “Add mass convert to lead button to the list view” to add the button…
Read More Convert Leads from the CSV file in Salesforce
The main screen of the Mass Convert from CSV tab contains two options: Convert existing leads Upload new leads and convert Convert existing leads The option “Convert existing leads” will…
Read More Convert Leads from the CSV File
The main screen of the Mass Convert from CSV tab contains two options: Convert existing leads Upload new leads and convert Convert existing leads The first option, “Convert existing leads,”…
Read More Convert Accounts and Contacts back to Leads
Single Convert Account and Contact to Lead Open Setup > Object Managed > Account > Page Layouts. Select your page layout from the list. Drag and drop the button “Blink…
Read More Lead Related Objects Mapping
Mapping Lead Related Lists to Other Objects Is it possible to move Lead related lists to Account, Contact, Opportunity, Custom Object Related Lists upon conversion? Well, currently Salesforce doesn’t support…
Read More Schedule Auto Convert Leads
Previously, we’ve mentioned how to Auto convert leads in bulk based on entry criteria. But what if you want to automate leads conversion for a large number of records at…
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