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Articles (18)
TargetX Email - Using Email Template Hyperlinks
Salesforce - Basic Information
Salesforce - Chatter
Salesforce - Creating User Record Merge Fields in Email Templates
Salesforce - Logging In
How to Log in to Salesforce including links for all institutions.
Salesforce - Outlook Integration Attaching Emails
Salesforce - Outlook Integration Set Up
Salesforce - Reports (Lightning vs Classic)
See the differences between Salesforce reports in Lightning and Classic.
Salesforce - Requesting an Account
Salesforce - Switching between Lightning and Classic
How to switch between the two User Interfaces in Salesforce.
Salesforce Classic - Activities
Salesforce Classic - Creating a One-Off Email Template
Salesforce Classic - Sending a One-Off Email
Salesforce Lightning - Activity Timeline
Salesforce Lightning - Creating a One-Off Email Template
Salesforce Lightning - Home Page and Navigation
Learn about the Home Page and Navigation when using the Salesforce Lightning User Interface.
Salesforce Lightning - Sending a One-Off Email
TargetX Events - Using the Zoom Webinar Integration
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