User's Manual

Note: We have noticed problems using Firefox. New line (CR) will not be represented correctly, witch can effect Source and Filter input.

If you need support, please contact support@intelliwell.com  

We want you to get it right  smile

Hits

Hits from Subscriptions you have created will be published on Account View > "Informant Hits".
In addition you can have personal alerts either via Chatter or e-mail or both
see Announcements

If you want to improve the scoope you can elaborate sources and / or filters.
You can also get expertice support easily
- In the Hit list, click the Informant Subscription-link
- Click "Improve this subscription"-link
- We will try to make improvments. We might contact you for further instructions

Create a Subscription

  1. Click on the Account you want Subscription to relate to
  2. Make sure you follow that Account (ref. Salesforce Help)
  3. Hoover over or click "Informant Subscription"
  4. Click "New Informant Subscription"
  5. Name the Subscription
  6. Add at least one URL (http://... or https://...)
    You ca add unlimited number of URLs. Separate them with New Line - One URL per row
  7. Add a filter (optional), more on Filters below
  8. Save

Announcements

Hits from the Subscription you have created will be published on Account View under "Informant Hits".
In addition you can have personal alerts either via Chatter or e-mail or both.
You can also create your own Annoncement:

  1. From Account View, hoover over or click Informant Announcements
  2. Add or remove e-mail and Chatter
  3. Save

NOTE A: This setting applies to all Subscription on this Account
NOTE B: Chatter Announcements are automatically created when the first Subscription is created
Ask you Administrator about your organization's default settings.

Filter - Quick Guide

More on Filter

Useful codes

\ b
Boundary
Matches, without consuming any characters, eveything inside - but not outside - the boundary.
\bLAW\b does not match for example COLESLAW or LAWFUL. \b can be use in the beginning, the end or both sides of a string

\ w
Matches any letter or numeric character (a-z 0-9)

\ .
Dot
Matches any character

?
Matches a character or nothing

+
Matches one or more consecutive characters

*
Matches zero or more consecutive a characters

*
Matches zero or more consecutive a characters

{n}
Matches exactly n consecutive characters.

{n,}
Matches at least n consecutive characters

{m, n}
Matches between n and m consecutive characters

Test your filter

  1. https://regex101.com
  2. https://www.regexpal.com
  3. http://regexr.com

or just contact support@intelliwell.com

 

Other features

For further references to Salesforce-features see your Salesforce Help & Training