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 details how to create and edit your own email templates in Salesforce Lightning.
Learn about the Home Page and Navigation when using the Salesforce Lightning User Interface.
This article will discuss about a social media platform in Salesforce called Chatter.
This article details how to set up Outlook Integration for Salesforce on Windows Outlook Desktop App.
See the differences between Salesforce reports in Lightning and Classic.
This article will discuss the process of requesting a Salesforce account for a user through the Accounts Management System.
This article will discuss the process of switching between the two User Interfaces in Salesforce, Classic and Lightning.
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 article details how to use the Zoom Webinar Integration on TargetX. The article includes instructions on how to create a webinar, how to create email templates and events to invite attendees, how to host the Webinar, and how to review and report on webinar attendance.
Audience: KSC, CPS, UNH, and USNH users of Salesforce Recruit
This article details how to reactivate inactive Predictive Response Contacts caused by either Opt-Outs or bounced emails.
This article provides a step-by-step guide on adding a new contact to a Volunteer Campaign.
Elements.cloud is software that allows for display of improved help text when using Salesforce for UNH Outreach. This article details how to install the Elements.cloud extension to your Chrome browser. Audience: UNH Outreach users.