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How to Log in to Salesforce including links for all institutions.
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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.
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- Admin & Business Systems
- Salesforce CRM
This article details how to reactivate inactive Contacts caused by either Opt-Outs or bounced emails.
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- Salesforce CRM
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
- Knowledge Base
- Technology
- Admin & Business Systems
- Salesforce CRM
- Knowledge Base
- Technology
- Admin & Business Systems
- Salesforce CRM
This article will discuss the process of requesting a Salesforce account for a user through the Accounts Management System.
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- Admin & Business Systems
- Salesforce CRM
This article details how to set up Outlook Integration for Salesforce on Windows Outlook Desktop App.
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- Salesforce CRM
- Knowledge Base
- Technology
- Admin & Business Systems
- Salesforce CRM
Learn about the Home Page and Navigation when using the Salesforce Lightning User Interface.
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- Salesforce CRM
This article details how to create and edit your own email templates in Salesforce Lightning.
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- Admin & Business Systems
- Salesforce CRM
This article provides an outline of the Activity Timeline in the Salesforce User interface - Lightning.
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- Admin & Business Systems
- Salesforce CRM
This article provides a brief summary of the Salesforce (SF) platform.
- Knowledge Base
- Technology
- Admin & Business Systems
- Salesforce CRM
How to Import Accounts and Contacts via the Data Import Wizard.
- Knowledge Base
- Technology
- Admin & Business Systems
- Salesforce CRM