Salesforce Guides

Here you'll find various guides on how to use Salesforce.

• Salesforce - Navigation with the App Launcher
• Salesforce - List View Walkthrough
• Salesforce 101 - Accounts & Contacts
  • Salesforce - Administrative Accounts
• Salesforce - Outlook Integration
• Salesforce - Create a custom report
• Salesforce - How to navigate to reports
• Salesforce - Professional Development Request (PDR) Management
• Salesforce - Email Templates
• Salesforce - Quick Text for Emails
• Salesforce - Objects, Records, and Fields
• Salesforce - Asset Types
• Salesforce - Glossary of Terms
• Salesforce - Auto Emails