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 ManagerSM products.

Question
Views
Why am I getting an apex error for Visual Force Pages in saleforce.com?
194
Why are multiple browser windows opening when I have a SAM Sheet open in Internet Explorer 8?
374
Do I need to turn off popup blackers to use Sales Access Manager in my CRM
361
How may I get a more in-depth integration with salesforce.com?
616
Does SAM work with in saleforce.com Off-line Client?
435
What is Autorecovery and why is my sheet locked in SAMV4?
401
Why is my Gold, Blue or Green Sheet locked with SAMV4?
605
I have a problem with emailing the PDFs.
848
I read the book how do I get the off-line excel version of the program?
1295
How do I get a demo of Sales Access Manager?
999
When I Print the PDF the fields with + signs do not print clearly?
880
How do I get the lastest version of the Outlook Plug-In?
874
Uninstalling Older Versions of Team Edition Outlook Plug-In
842
My information isn't syncing to Team Edition with the Outlook Plug-In
887
My Outlook Plug-In disappears in Outlook?
773
What is SAM Mobile?
876
Why can I enter text in some boxes straight into the Gold Sheet and not others?
1202
My data doesn’t save in the Gold Sheet?
1073
I can’t find the person I need when I search in Buying Influences section of the Blue Sheet?
1042
I need other internal people that are not listed in the User table available to assign Best Actions?
988
I can’t enter information SSO information in the Opportunity Summary in the Blue Sheet?
1334
I haven't done a sheet in a while. I'm a bit rusty - where do I find more information?
1086
I can’t place a red flag or strength on the sheet.
1106
When I print to PDF why do I get little “+” signs on the blue sheet?
1066
Why does my Miller Heiman Sheet appears blank?
1400
I get a “loading, loading” window in the background and no Miller Heiman sheet appears.
1382
I get a message “Your User ID does not have a license check with your System.
1226
I can’t save the Gold Sheet, Blue Sheet, or Green Sheet.
1550
I can’t edit the Blue Sheet, Gold Sheet or Green Sheet?
1847
Why isn't a field updating when I import information into Team Edition?
1065
On the Blue Sheet how do I get Best Actions to write to my CRM system
2906
SAM for SFDC Adding Contacts
1108
SAM for Salesforce.com Offline Edition
1089
MH Team Edition Documentation: Updating attached documents
992
My CRM system is not listed as supported. Will SAM still work for me?
1349
How do I purchase Sales Access Manager?
1440

 
SAM for SFDC Adding Contacts
Posted by: Ellen Mason

In SAM for SFDC (and indeed all other hosting systems) the addition of contacts must take place within the hosting system and then be accessed inside the SAM Planning Sheets.

For internal contacts, ie part of a selling team this comes from the User table.  External contacts will need to be added to the contacts section of your CRM system.

If a contact is not associated with the specific account that you are working with on a sheet, simple perform the search function with a partial name typed in for the contacts section to be searched for the specific contact.

 





 
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