Salesforce

Logging into a Salesforce Sandbox
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.  ...
Wed, May 13, 2020 at 11:05 AM
Salesforce Email Templates
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...
Tue, Mar 10, 2020 at 10:41 AM
Salesforce for Outlook
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...
Mon, Aug 24, 2020 at 12:00 PM
Signing into Salesforce for the first time
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...
Wed, Dec 23, 2020 at 2:54 PM
EnrollmentRx Waiver Codes
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...
Wed, Jan 20, 2021 at 9:32 AM