Admin

Admin Training and Resources

• Delegated Administration
• How are Tasks Assigned by default?
• Re-Assign Tasks to a User Queue
• Login and Bookmark the Login Page

Documents

• Document Templates
• Modifying HTML Document Templates
• Transfer Files or Notes to another Object upon record creation

Email & Email Template Configuration

• How to Activate or Deactivate Email Automations
• How to disable automatic BCC when sending emails
• How To Edit Email Templates
• Lifecycle Email Communications Guide

How To

• Account Page Video Walk thru
• Add Activities Related List to Staff page layout
• Add Fields to a Record Page
• Add Fields to a Related List
• Add secondary Fields to Lookup field Search Results
• Adding Activities to the Lightning Record Pages

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Licenses

• Create and Assign Lightning Console Permission Sets

Troubleshooting

• Configure the File Manager Component on a Record Page
• Custom Settings and Protected Settings
• Sales Opportunity Tasks and the Managed Trigger
• Troubleshooting Restricted Picklist Error

Implementation

• After Call Work - Onboarding Call 1 Getting Started/System Overview
• After Call Work - Onboarding Call 2 Data Entry and Appointment Setting
• After Call Work - Onboarding Call 3 Appointment and Sale
• After Call Work - Onboarding Call 4 Sales, Payments, and Commissions
• After Call Work - Onboarding Call 5 Production
• After Call Work - Onboarding Call 6 System Admin Part 1

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