Getting started with Crescendo for Salesforce.com

If your team uses Salesforce CRM Content (known as Libraries) to store and share content, you can easily create branded iPad experience without engineering or development.

Crescendo allows you to define virtual folders and add hierarchical structure to your presentation materials.

How it works?

Salesforce libraries do not offer ability to create subfolders within the libraries. Therefore to define structured, hierarchical presentation view based on your flat libraries, Crescendo uses feature called virtual folders.

Assume you have two libraries with content, that need to be available in Crescendo for your sales team: Presentations and Product Lines

You also have two other libraries that should be available for your HR Onboarding team: Training Materials and Forms.

In Crescendo you'd like those libraries organised in two separate buckets called Crescendo Cases: Sales and Marketing and HR Onboarding.

You also have another library called Company Info which should be available in both Sales and Marketing and HR Onboarding Crescendo Cases.

Steps:

Use Library Description fields to define path in Crescendo.

Syntax: [Crescendo (Crescendo Case name)]

Your folders description will then be:

LibraryDescription
Presentations[Crescendo (Sales and Marketing)]
Product Lines[Crescendo (Sales and Marketing)]
Training Materials[Crescendo (HR Onboarding)]
Forms[Crescendo (HR Onboarding)]
Company Info[Crescendo(HR Onboarding)] [Crescendo(Sales and Marketing)]

 

 

Notice that Company Info library has both pieces of description as it belongs to both HR Onboarding and Sales and Marketing buckets.

 

Define virtual subfolders

Assume you also have libraries that should be displayed below other libraries.

Example: Training Materials should have subfolders: Videos and eLearning

eLearning should than have subfolder called Tests

To implements this structure in Crescendo, create 3 libraries in SFDC: Videos, eLearning and Tests – and place relevant content into those libraries.

Set proper description for your newly created libraries. Crescendo supports multiple levels of virtual folders.

Syntax:

[Crescendo (Crescendo Case name)|Next level]

[Crescendo (Crescendo Case name)|Next level|Futher level]

[Crescendo (Crescendo Case name)|Next level|Futher level|Final level]

 

Therefore the descriptions will be:

LibraryDescription
Videos[Crescendo(HR Onboarding)|Training Materials]
eLearning[Crescendo(HR Onboarding)|Training Materials]
Tests[Crescendo(HR Onboarding)|Training Materials|eLearning]

 

You are ready!

Congratulations. Your Salesforce libraries are now set up – launch Crescendo on your iPad, login with your SFDC credentials and your Crescendo Cases will be available in the app.

When you start Crescendo for the first time, it will sync your Crescendo Cases libraries to the device. It may take up to several minutes, depending on your network performance. Once synced, Crescendo will only sync new and updated files.

TIP: By default Crescendo checks for content updates every 15 minutes. If you upload new files to SFDC and prefer Crescendo to sync immediately – use two-finger double-tap gesture in the app. This will force immediate synchronization.

Next step: Create your own Crescendo Theme!

You can easily modify the look and feel of your Crescendo: the background, colors
of various assets, files and folders icons and much more.

Learn how to do it with our Theming Guide

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