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
Share your Salesforce Calendar
Sharing your Salesforce Calendar allows other users to assign events.  To see how to share your calendar, follow the video below.
Mon, Mar 8, 2021 at 11:59 AM
Refunding Confirmation Fee inside Salesforce & Stripe
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 ...
Mon, Mar 8, 2021 at 12:56 PM
Email Privacy Settings in Salesforce
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...
Mon, Mar 22, 2021 at 10:52 AM