Learn how to find and save reports and dashboards in the IOS org
Learn how IOS defines and manages all lead Attributions.
Get access to Salesforce in three easy steps. First complete pre-access requirements to understand how CU protects constituent data then move on to wikis that review the Salesforce tools. Then pass a short quiz and provide your employee details to initiate your request for a license.
How to send SMS Messages through the IOS Salesforce
The IOS Salesforce org supports Marketing, Recruiting, and Admissions departments facilitate interactions with Leads and Applicants.
How to send test emails using Pardot
Learn how to customize your emails in Pardot.
Salesforce Identified Duplicates
How to use Bulk SMS Sends with Mogli
Optimizing your Five9 Setup for office and work-from-home environments.

Pages