For Custom Module Request:

Our team of experts will need the following relevant information to evaluate your custom feature request: 


1. List of Modules Involved.


2. How does the module behaves in your Salesforce Instance?


3. How do you want this module to behave in the sidebar?


4. What specific functionalities you want to add (e.g Able to View Details, Create, Edit, Search, Relate Emails, Include in Home Items, Appears under Primary Module)?




If the custom module appears under a parent module(Primary module):


5. We need a screenshot of the relationship table where it shows the relationship name of the Primary module linked to the custom module.


6. Sandbox account.


7. Please send all details to support@collabspot.com and we will get back to you. 




IMPORTANT:
We highly recommend using LastPass to send the credentials (Sandbox Username and Password). Please select "Give Credentials" when sending to ela@collabspot.com. If you don't have LastPass, just send the credentials directly to ela@collabspot.com.


 


For other configurations:

Before we can start evaluating your request, we need these relevant informations:


1. Full details on how you want Collabspot to be configured.


2. What's your workflow?


3. Do you want this to be made available to all users within your organisation or only to some users?


4. Is the requested feature available on your Salesforce instance?


5. Temporary CRM access/Test User in your Dev Environment. This is to evaluate if the request is feasible and compatible with your Salesforce Instance. In the future, we need this to run tests and make sure that the configuration will work on your instance. We can't start the configuration without a test account.


6. Please send all details to support@collabspot.com and we will get back to you.




IMPORTANT:
 We highly recommend using LastPass to send the credentials (Sandbox Username and Password). Please select "Give Credentials" when sending to ela@collabspot.com. If you don't have LastPass, just send the credentials directly to ela@collabspot.com.