This section explains how to use Proff Connect features in your day-to-day work in Salesforce. The components and buttons available will depend on how your org has been configured.
Overview
A walkthrough of the key features across the Account, Contact, and Lead pages — plus the Bulk Create tool.
Proff Connect LWC
A quick reference for all Lightning Web Components in Proff Connect — what each one does and where to find the setup instructions.
Get Company Insight on demand on Account
How to manually fetch and store Company Insight data on an Account when using the "Store on Demand" setting.
How to Restrict Access (Muting Permission Sets)
How administrators can remove specific permissions from a group of users without changing their overall access level.