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Macbook, coffee and Crescendo notebook

You’ve just registered a Crescendo license. What do you do next?  This article gives you a quick start to using Crescendo. If you're a first time Crescendo user this guide is for you.

Faq text on blue background

This post contains answers to most frequently asked questions. If you have a question that is not covered below, please do not hesitate to reach out.

Businessmen holding iPad with Crescendo running. Sharepoint logo in the corner.

Learn how to set up Crescendo Cases and add value to your Microsoft Sharepoint deployment. If your team uses Sharepoint you can create a branded mobile experience.

IPad with Crescendo running on blue background. Salesforce Lightning logo in the corner.

Learn how to setup your folders in Salesforce Lightning to work with Crescendo. Create a branded iPad experience with Crescendo and your Salesforce Lightning files.

Professional holds iPad with Crescendo running. Box.com logo in the corner.

Learn how to setup your folders on Box to work with Crescendo. You can create a branded mobile experience for your Box deployment. 

White iPad with Crescendo running. OneDrive logo in the corner.

Learn how to setup your Microsoft OneDrive folders to work with Crescendo. You can create a focused and branded experience for your OneDrive deployment. 

IPad with Crescendo running on blue background. Salesforce logo in the corner.

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

Five iPads with different Crescendo themes.

Learn how to create your Crescendo theme on Box, Google Drive, Sharepoint or OneDrive. Modify the look and feel of your Crescendo: backgrounds, colors, icons, etc. 

iPad with themed Crescendo running on blue background. Salesforce logo in the corner.

Learn how to create your Crescendo theme on SFDC Libraries. Modify the look and feel of your Crescendo: backgrounds, colors, icons, etc. 

Logo of Crescendo connected to logo of Salesforce.com.

When you have an interesting conversation with a client or lead, it may be useful to log details into your Salesforce without the need for a separate CRM app.

Woman with Macbook connects to iPad with Crescendo running.

By default files and folders in Crescendo Cases are displayed in alphabetical order. However, it may be necessary to display them in a custom order. Read this post to learn how.

3 folders with confidential tag

It may be required that some of the documents available in Crescendo should never be shared. Perhaps these are for internal use only or they are confidential.

Office worker holds iPad.

There are required assets, and some optional assets, used to customize your white labeled app. Listed below are those assets examples with dimensions.

When connected to the internet, Crescendo downloads selected files and folders from your Cloud Storage Platform to the device. This process is called synchronization.

How to manage Crescendo licenses

It's easy to manage user licenses with the Crescendo License Portal. You can add or remove a license with a few clicks. Or even export a license list.

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