Miller Heiman - Sales Access Manager

www.millerheiman.com

Frequently Asked Questions & Troubleshooting

Use the collection of links found below to help resolve any technical or support issues you may have with Miller Heiman Sales Access Manager^SM products.

Question	Views
Why am I getting an apex error for Visual Force Pages in saleforce.com?	1637
Why are multiple browser windows opening when I have a SAM Sheet open in Internet Explorer 8?	1176
Do I need to turn off popup blackers to use Sales Access Manager in my CRM	1168
How may I get a more in-depth integration with salesforce.com?	1530
Does SAM work with in saleforce.com Off-line Client?	1207
What is Autorecovery and why is my sheet locked in SAMV4?	1020
Why is my Gold, Blue or Green Sheet locked with SAMV4?	2018
I have a problem with emailing the PDFs.	2056
I read the book how do I get the off-line excel version of the program?	2211
How do I get a demo of Sales Access Manager?	1830
When I Print the PDF the fields with + signs do not print clearly?	1924
How do I get the lastest version of the Outlook Plug-In?	1700
Uninstalling Older Versions of Team Edition Outlook Plug-In	1567
My information isn't syncing to Team Edition with the Outlook Plug-In	1922
My Outlook Plug-In disappears in Outlook?	1389
What is SAM Mobile?	1601
Why can I enter text in some boxes straight into the Gold Sheet and not others?	2543
My data doesn’t save in the Gold Sheet?	1828
I can’t find the person I need when I search in Buying Influences section of the Blue Sheet?	1655
I need other internal people that are not listed in the User table available to assign Best Actions?	1633
I can’t enter information SSO information in the Opportunity Summary in the Blue Sheet?	2442
I haven't done a sheet in a while. I'm a bit rusty - where do I find more information?	1823
I can’t place a red flag or strength on the sheet.	2221
When I print to PDF why do I get little “+” signs on the blue sheet?	1729
Why does my Miller Heiman Sheet appears blank?	2705
I get a “loading, loading” window in the background and no Miller Heiman sheet appears.	2239
I get a message “Your User ID does not have a license check with your System.	2219
I can’t save the Gold Sheet, Blue Sheet, or Green Sheet.	2320
I can’t edit the Blue Sheet, Gold Sheet or Green Sheet?	3188
Why isn't a field updating when I import information into Team Edition?	1718
On the Blue Sheet how do I get Best Actions to write to my CRM system	5902
SAM for SFDC Adding Contacts	1815
SAM for Salesforce.com Offline Edition	1818
MH Team Edition Documentation: Updating attached documents	1673
My CRM system is not listed as supported. Will SAM still work for me?	2231
How do I purchase Sales Access Manager?	2347

My information isn't syncing to Team Edition with the Outlook Plug-In
Posted by: White Springs Administrator

1. Make sure under Tools, Sugar Options on the General Tab you have the correct Team Edition url. It will be http://www.saleswebserver.net/millerheiman/yourorg.

2. Click Test Connection, if you do not get an error message then it has validated your user.

3. Whether you are in contacts, your calendar or your tasks, you must always have the item, marked to sync and then click sync to sugar.