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Progress Learning Update Process Document (macOS)
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About Progress Learning Account Health Scorecards in Salesforce
Account Page Layout Changes (March '24)
How Do I Create a New Account Record?
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Manual Syncing Account Information Updates
Trial Upgrades
Updating Parent Accounts / Districts in Progress Learning
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Where Do I Find Progress Learning Account IDs in Salesforce?
SF Contacts
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Opportunity Page Layout Changes (June '24)
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Salesforce Release Notes
Sales Ops Release Notes: April '24 (I20)
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Sales Ops Salesforce Release Notes Index
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Add a Contact to a Cadence
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Progress Learning Helpdocs Style Guide
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SF Accounts
About Progress Learning Account Health Scorecards in Salesforce
Purpose. Overview of Account Health Scorecards release on September 3, 2024 Intended Audience. Salesforce Users. About the Account Health Score. The Health Score will be updated monthly. The Scorecar…
Account Page Layout Changes (March '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…
How Do I Create a New Account Record?
Click the menu drop-down , click Accounts. Click New.. Select either District or School.. Fill out the following fields: Account Name. Parent Account (if applicable, this is usually the school distri…
How Do I Merge Accounts in Salesforce?
Ask Sam if you need to merge accounts - Update from Mackenzie/Dalton/DaCota. DRAFT below was written by Haley Harper a while back.. This process is for Managers only. For end users or Managers Detail…
Manual Syncing Account Information Updates
Manual Syncing Account Information Updates. How can I manually sync these changes from Salesforce to Progress Learning (Account Name, Address, Phone number, and District associated with the School)?…
Trial Upgrades
Purpose. The purpose of this article is to provide an overview of how to create a trial upgrade in Salesforce. An Amendment is used in CPQ to change or modify any of the products, dates, or pricing i…
Updating Parent Accounts / Districts in Progress Learning
CLICK HERE In Salesforce, Navigate to the School/Rooftop Account Page. 1. Click on the pencil icon to edit the Parent Account. 2. Click on Clear Selection. 3. Type the name of the updated district. 4…
Updating Subscriptions / Contracts
How can I manually sync the subscriptions?. Navigate to the account record in Salesforce. Check "Resync Subscriptions to Progress Learning".. Click Save.
Where Do I Find Progress Learning Account IDs in Salesforce?
Navigate to the account record. Scroll down to the Progress Learning API section. To log into any district account, navigate to https://app.progresslearning.com/login and enter the following credenti…
