UM-Dearborn Salesforce Training and Documentation
UM-Dearborn Salesforce Training and Documentation
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Documentation: Alerts in Salesforce documentation
Accessing Alerts in Salesforce
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Accessing WebFOCUS and Running Reports
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The new case viewing notification feature is currently enabled on all support cases. This means that when you click on a case in your queue, you can see if anyone else…
Case Viewing Notification
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Contents: Viewing information about an upcoming appointment 0:39 Start/end appointments 1:52 Advising/appointment notes 2:51 Editing existing appointments (cancel,…
Conducting Student Appointments Using Salesforce
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Contents: Create a case using the Global Actions button: 0:26 Create a case from the case queue: 2:29 Create a case from the Advisee Case Record: 4:30 Links &…
Create a Case in Salesforce
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Documentation: Create Email Templates documentation
Create Email Templates
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Create Your Appointment Availability in Salesforce
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Creating reports in Salesforce is a permission set not automatically granted to all users. For users to whom this permission set is granted, this video walks through…
Creating Reports in Salesforce
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Edit Existing Availability & Scheduled…
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Documentation: How to Favorite Pages and Pin Tabs in Salesforce documentation
Favorite a Page in Salesforce
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How to Access WebFOCUS and Reports
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How to Favorite a Report in WebFOCUS
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How to Request a new WebFOCUS Report
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