Getting Started
Articles related to creating records, managing Salesforce access, contact records and users.
This guide provides an overview of articles related to Getting Started with Salesforce. Go to https://help.salesforce.com/home for in-depth articles on Salesforce features.
- Creating an Access Key field for Custom Objects
- Steps to create an access key field for your custom object(s).
- Creating a Flow to update Access Keys for custom objects
- Steps to create a Flow to update Access Keys for custom objects.
- Creating records in Salesforce
- Creating a new view, task or note in Salesforce.
- Email-Sending Domain Verification Requirements
- Salesforce is introducing a new requirement starting in Spring ’26. You must verify that you own the email domains you send from Salesforce, or your emails may be limited or stopped. This article details the requirements and high-level steps.
- Ensuring Salesforce Emails Send from Your Domain
- This guide shows you where to review and update your settings so Salesforce emails are sent successfully from your institution’s domain.
- Managing Salesforce
- Managing a sandbox, sharing documents, customizing tabs, validation rules, triggered emails, static resources, schema changes, and turning on ‘My Domain.’
- Managing Salesforce Access and Contact records
- General login and access information, including how to log in to Salesforce, how to reset your password, and how to access Salesforce remotely or from a new computer, and steps to deactivate a Contact record type.
- Managing Salesforce Users
- Creating a new Salesforce user and how to use the Lightning Features for Guest Users feature.
- Refreshing and Resetting Your TargetX Sandbox
- Steps to refresh and reset your sandbox to install and test changes before upgrading your production org.
- Relative Date Filter Reference
- Relative date filters let you filter on date fields using easy-to-understand, human-speech-inspired syntax. For example, instead of filtering on Close Date greater than Jan 1, 2022, filter using a relative date: Close Date equals this year.
- Understanding 'At Future'
- Overview of what 'At Future' is and what triggers are supported in TargetX.
- Verifying Email Domains After Sandbox Refresh
- Steps to authorize an email domain in Salesforce, locate the Authorized Domains section, add your domain, update DNS settings with the provided TXT record, and verify domain ownership.
- Working with Salesforce Change Sets
- Creating and deploying a Change Set and details on including Profiles in Changesets.
- Working with Salesforce Flows
- Instructions on updating your Process Automation Settings so that your users are notified if a Flow fails.