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.
- 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.
- 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.