Articles (18)

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: Data Import Wizard Guide

How to Import Accounts and Contacts via the Data Import Wizard.

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 - Salesforce MCAE: Creating an Email from an Email Template

This guide walks users through how to create an email from an associated Email Template within Marketing Cloud Account Engagement in Salesforce.

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.