Plum-CRM Installation and User Guide

This section contains the full installation and user guide for the Plum CRM application, covering Salesforce and Jira installation, advanced configuration, end-user instructions, FAQs, and legacy (Classic) Salesforce steps.

Contents

Introduction

Requirements

Salesforce Plum CRM App Installation

Salesforce Plum CRM App Configuration

MS Dynamics setup

Jira Plum CRM App Installation

Registration

Connecting to Salesforce

Using Plum CRM