WFMCRM for Salesforce Professional Edition (PE)

In order for your Professional Edition to function correctly, please follow these instructions:

Step 1

Go to Setup | Account | Fields and click “Fax” field

WFMCRM Professional Edition - Step 1

Step 2

Click “Field Level Security”

WFMCRM Professional Edition Step 2

 


Your Salesforce Instance will most likely be all unchecked Visible for PE.

WFMCRM Professional Edition Step 3

Step 3

Check the “Visible” master checkbox to allow access to the field for all profiles and click save.

WFMCRM Professional Edition Step 3