About this course
The Clearhome.ca profile is used to generate your personalized affiliate links. It's also used as the linkage between Clearhome.ca's back-end processing and the Salesforce database that stores lead and account information.
In order for STREAM5 Social services to work correctly, the Clearhome.ca profile must exist, and the username/nickname must match the expected value within Salesforce.
As a spam prevention measure, Clearhome.ca profiles must be activated before the username and password will be released to the user. After logging in, open the activation e-mail from Wordpress/ClearHome, and click the link found therein. The link will take you to a page that shows your userID and password, in addition to e-mailing the information to you
Once you have your Clearhome.ca username and password, you're now able to log in. There are several ways to get to your profile
Once in your Dashboard, click on Profile.
Modifying your Profile
Feel free to customize this to your liking, adding links to your social media, and filling out your Biography - note that the biography will appear on affiliate links below your headshot.
There is one exception
Do Not Change The Nickname
The Nickname field is the source of the data linkage between Salesforce and Clearhome.ca. If the Nickname is changed to anything other than what Salesforce expects, affiliate links will not display profile, headshot or contact information.
One field you can ignore is the Gravatar image. A recent change to Wordpress allows us to upload our own profile pictures as opposed to using the Gravatar. To change your profile picture, click on the Extended Profile tab, and click the Upload Profile Picture link. You then have the option of uploading a profile picture of your choice, cropping and re-sizing the image and defining it as your profile picture.
Logging into Clearhome.ca
Modifying your profile
Uploading your headshot/profile picture
Do not change the nickname field
An explanation of what images we need for your Stream5 Account, what we use them for, and format/resolution guidelines.
Confirming Account, Contact and User information on first logging into the Salesforce STREAM5 CRM.
Today we'll be covering how to export your Salesforce Contact records to your computer's hard drive.
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