UM-Dearborn Salesforce Training and Documentation
UM-Dearborn Salesforce Training and Documentation
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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…
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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,…
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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 &…
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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…
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Documentation: How to Favorite Pages and Pin Tabs in Salesforce documentation
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