This article provides a brief summary of the Salesforce (SF) platform.
How to Log in to Salesforce including links for all institutions.
This article provides an outline of the Activity Timeline in the Salesforce User interface - Lightning.
This article will discuss about a social media platform in Salesforce called Chatter.
This article details how to create and edit your own email templates in Salesforce Lightning.
How to Import Accounts and Contacts via the Data Import Wizard.
Learn about the Home Page and Navigation when using the Salesforce Lightning User Interface.
This article details how to set up Outlook Integration for Salesforce on Windows Outlook Desktop App.
This article will discuss the process of requesting a Salesforce account for a user through the Accounts Management System.
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
This guide walks users through how to create an email from an associated Email Template within Marketing Cloud Account Engagement in Salesforce.
This article provides a step-by-step guide on adding a new contact to a Volunteer Campaign.
This article details how to reactivate inactive Contacts caused by either Opt-Outs or bounced emails.
This article explains how to Deduplicate Live Sets for the Merge process. The Deduplicate Live feature allows users to review potential duplicate records, select which field values should be retained, and mark records for merge. If records are not already identified as duplicates, they must first be flagged manually using the "Mark as Duplicate" field before completing the merge setup.