FAQ
Frequently asked questions for Salesforce; such as Administrative and General User.
This guide provides an overview of articles related to FAQs for Salesforce; such as Administrative and General User FAQs.
- Administrative FAQ
- Frequently Asked Questions about CRM and Salesforce Administrative functionality.
- Deleting test Contact records
- When you try to delete a contact that has a Community User associated to it you will get the following error message: 'Your attempt to delete <CONTACT NAME> could not be completed because it is associated with the following portal users. <EMAIL>' Follow these steps to correct this error:
- Finding the IP address for a User
- Steps to view/report on IP addresses used by Users.
- Finding your Org's NODE Number
- Instructions on locating your Org's Node number.
- General User FAQ
- Frequently asked questions related to general user tasks.
- Hyperforce Migration Updates
- Information on Salesforce and TargetX: Hyperforce Migration Updates.
- Merging Student Records
- Instructions for using Salesforce functionality to merge multiple records for the same student.
- What steps should I take when an Admin leaves my institution?
- When an Administrative user leaves your institution, there are numerous steps you’ll need to take to reassign their work. This article provides guidance on the areas within TargetX CRM that you’ll need to update.