Articles (16)

Pinned Article Salesforce: Basic Information

This article provides a brief summary of the Salesforce (SF) platform.

Pinned Article Salesforce: Logging In

How to Log in to Salesforce including links for all institutions.

Salesforce: Activity Timeline

This article provides an outline of the Activity Timeline in the Salesforce User interface - Lightning.

Salesforce: Chatter

This article will discuss about a social media platform in Salesforce called Chatter.

Salesforce: Creating a One-Off Email Template

This article details how to create and edit your own email templates in Salesforce Lightning.

Salesforce: Home Page and Navigation

Learn about the Home Page and Navigation when using the Salesforce Lightning User Interface.

Salesforce: Outlook Integration Set Up

This article details how to set up Outlook Integration for Salesforce on Windows Outlook Desktop App.

Salesforce: Requesting an Account

This article will discuss the process of requesting a Salesforce account for a user through the Accounts Management System.

TargetX Email: Using Email Template Hyperlinks

This article explains how to be sure that hyperlinks always display a clean URL when using both UTM codes and "TargetX Track Click-throughs in Message" at the same time.
Audience: KSC, CPS, UNH, and USNH users of Salesforce Recruit

UNH Outreach: Adding a New Volunteer Contact to a Volunteer Campaign

This article provides a step-by-step guide on adding a new contact to a Volunteer Campaign.

UNH Outreach: Reactivating Inactive Contacts

This article details how to reactivate inactive Contacts caused by either Opt-Outs or bounced emails.