Admin Guide - Ascendix

Ascendix DataAmp Powered by InsideView Enterprise Edition: Admin Guide

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Contents Ascendix DataAmp Call Plans ........................................................................................................................ 3 There are Two Types of Payment ............................................................................................................. 3 How to Track Call Usage (Credits) ............................................................................................................. 3 Installation Instructions ................................................................................................................................ 4 How to Configure Ascendix DataAmp for your Accounts & Contacts (Lightning & Classic) ........................ 6 How to Uninstall Ascendix DataAmp (Lightning) .......................................................................................... 8 How to Uninstall Ascendix DataAmp (Classic) ............................................................................................ 10 Support ....................................................................................................................................................... 12 User Guide .................................................................................................................................................. 12

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Ascendix DataAmp Call Plans There are Two Types of Payment 1. Pre-Paid/Bulk Package – paid upfront as a certain amount of projected usage for you or your organization. For example, you can purchase $100 worth of credits, and as your credits approach completion, you will be notified to re-fill your account by purchasing additional bulk credits. 2. On Demand – pay as you go, with billing occurring monthly. You only pay for the credits you consume. You can establish thresholds to ensure you remain within your budget.

How to Track Call Usage (Credits) You will have trial credits to help you get started with using Ascendix DataAmp. However, after you have purchased one of the pricing plans, this is how to view how many credits you have used/have remaining: From the left nav bar select App Setup  Installed Packages. Click Configure next to the Package Name “Ascendix DataAmp”

You will see the Plan you have available and remaining credits on the account.

What defines a Call? There are two types of Calls used by DataAmp; Enrich and Import. Enrich Calls are used when you use DataAmp to click on a tile to drill down on a pre-existing record within your CRM. Import Calls are used when DataAmp is used to pull New contacts into CRM. Calls are deducted from the account if the user has drilled into record details, regardless if the user decides to fill all/fill selected details.

Need more Credits? Click here to AMP up!

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Installation Instructions Once you download DataAmp follow these instructions for getting DataAmp set up in your Salesforce.

Select “Install for Admins Only” and click Install

*Installing for Admins Only grants all Salesforce users access to DataAmp but only the admins will have administrative privileges to moderate pricing plans.

Select “Yes, grant access to these third-party web sites” and click Continue button

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You will receive this message indicating it is installing and taking a long time to do so. Click on Done

You will receive an email confirmation from [email protected] indicating the install is complete.

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How to Configure Ascendix DataAmp for your Accounts & Contacts (Lightning & Classic) Once installation is complete, you will be brought to the Installed Packages screen that lets you configure your settings. (If you do not see Ascendix DataAmp in Installed Packages, please refresh your browser) Click on the Configure link

Read and acknowledge the License Agreement

This will prompt you to take action by installing two components. Click on both Install buttons to complete installation.

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When you click on the first Install button you will receive confirmation. When you click on the second one, you will receive confirmation of that as well. You are now ready to start using your DataAmp Services.

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How to Uninstall Ascendix DataAmp (Lightning) Before uninstalling, you will need to take a few manual steps to ensure uninstallation is successful.

Select Setup then Setup Home

In Quick Find search for Installed Packages or found under Apps

Click on the Configure link

Click both Uninstall buttons along with Unassign

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Once Completed go back to the Installed Packages page and select Uninstall

Scroll down and select “Do Not Save a Copy” and “Yes I want to uninstall” and Click Uninstall.

*All information pulled from DataAmp is yours to keep and is not affected by the uninstall! You will receive an email confirmation that your package has been uninstall

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How to Uninstall Ascendix DataAmp (Classic) Before uninstalling, you will need to take a few manual steps to ensure uninstallation is successful.

Select the Setup icon

From Quick Find box, type in the first few characters for “installed packages” then click on Installed Packages

Click on the Configure link

Click both Uninstall buttons along with Unassign

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Once Completed go back to the Installed Packages page and select Uninstall

Scroll down and select “Do Not Save a Copy” and “Yes I want to uninstall” and Click Uninstall.

*All information pulled from DataAmp is yours to keep and is not affected by the uninstall! You will receive an email confirmation that your package has been uninstall

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Support If you encounter any issues during installation or usage, please reach out to [email protected].

User Guide Click here to open the User Guide or copy the following link into your browser. https://ascendix.com/dataamp/user_guide/

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