NY IT Helpdesk

On rare occasions, it may be necessary for end users to login to a Salesforce Sandbox to help test a new procedure, app, or to help troubleshoot an issue.  ...

Sometimes it easier to use a template to send out an email, especially when the content is the same and you send it time after time after time.  The video b...

With proper permissions, you are able to do many actions with leads and contacts from Salesforce inside Outlook.  This requires both a Salesforce license an...

There are several things that will be setup during your first login to Salesforce.  You will setup a password* and may be required to set up TFA (Two-Factor...

Waiver codes can be applied to an application to remove the application fee.  These codes can only be created by admins and those with the proper permission...

Sharing your Salesforce Calendar allows other users to assign events.  To see how to share your calendar, follow the video below.

To refund a confirmation fee, you will need access to both Stripe and Salesforce.  More importantly, you will need the ability to modify the Deposit Refund ...

There is a universal setting inside Salesforce that allows all users to see all emails associated with the parent (typically accounts or contacts).  To reta...

To connect your iWave account to Salesforce to bring in potential donor scores, you will need to do the following. Log in to Salesforce -> Click Prof...

When a contact wins an award (free camp scholarship, BI Admissions scholarship, etc) we want to keep track of this for future marketing purposes and informi...