Salesforce Basics
SF Accounts
All Articles related to Salesforce Accounts
SF Contacts
All articles related to SF Contacts
Atlas Permissions
Purpose. This document serves to support using Atlas, Progress Learning’s Agentforce agent, and the necessary steps to use. Notes. To use Atlas, a Salesforce (SF) account is needed. These accounts sh…
Create and Customize List Views in Salesforce
Navigate to the Salesforce object (Leads, Accounts, Contacts, Tasks) that you want to create a list view for sorting data.. Click the list view settings gear. Click New to create a new list or Clone…
How Do I Log Activities in Salesforce?
How Do I Manage Bad Leads in Quick Call?
In Quick Call, click the down arrow next to the lead record you would like to remove.. Click Manage. Once in the Manage Screen, select “No Longer at (school/district) name", then click “Next”. The le…
How to Log a Call in Salesforce
Workflow:How To Log An Ad Hoc Call From Salesforce Purpose: . The purpose of this article is to demonstrate how to log An Ad Hoc call to an existing Contact within Salesforce. Intended Audience: . Bu…
How to send a list email in Salesforce
Purpose. This article provides a user story to why list emails should be used in Salesforce as an Account Executive (AE). As an account executive, I want to email multiple prospects with a single tem…
Navigating the Home Screen in Salesforce
Purpose The purpose of this article is to navigate the home screen to view daily tasks and events and to get comfortable completing those daily tasks. The homepage is typically the first tab a user l…
Opportunity Page Layout Changes (June '24)
Purpose. This article helps give guidance to the Salesforce Account record page layouts relased in March 2024. Intended Audience. All Salesforce Users. Notes. All apps in Salesforce will see the same…
Salesforce Glossary
Key Fields & Terms for Salesforce for Progress Learning & Horizon Education. The purpose of this article is to provide an overview of significant fields & terms that should be known or referenced wit…
Salesforce List Views Overview
Purpose: . The purpose of this article is to provide an overview of how to use list views in Salesforce Intended Audience: . Salesforce Users. Notes: The User should be logged into Salesforce and pri…
Searching in Salesforce
Searching in Salesforce. Searching for records (accounts, contacts, leads, cases, etc) in Salesforce is easy! However, here are a few best practices to make your searching even more efficient. When y…
Send a Text Shortcut(Snippet)
Purpose The purpose of this article is to learn what a text shortcut is and to send a text shortcut. Intended Audience This is for any customer facing person who wants to save time by adding a phrase…
Sending a Template
Purpose The purpose of this article is to learn what a template is and how to send a template in an email. Intended Audience This is for anyone who wants to save time and send pre built and populated…
Update Time Zone in Salesforce
1. In Salesforce click Settings under your avatar. 2. Click Language & Time Zone. Select your Time Zone. Click Save.
What are Salesforce Objects and Records?
Click this link to open up the file in Google Sheets.
