Salesforce Basics
This category is about articles related to Salesforce Basics; including Getting Started, FAQ, Permissions, etc.
- Getting Started
- Articles related to creating records, managing Salesforce access, contact records and users.
- Creating an Access Key field for Custom Objects
- Creating a Flow to update Access Keys for custom objects
- Creating records in Salesforce
- Managing Salesforce
- Managing Salesforce Access and Contact records
- Managing Salesforce Users
- Refreshing and Resetting Your TargetX Sandbox
- Relative Date Filter Reference
- Understanding 'At Future'
- Working with Salesforce Change Sets
- Working with Salesforce Flows
- Best Practices
- A best practice is a standard method or technique that has been generally accepted as most effective by TargetX through ongoing collaborative work with our clients. They are considered a best practice as they are the most efficient way to use the tool, as intended through design, that allows for sustainable use and maintenance.
- Resolving Common Salesforce Errors
- Articles related to Common Errors you may encounter in Salesforce.
- FAQ
- Frequently asked questions for Salesforce; such as Administrative and General User.
- EDA
- Education Data Architecture (EDA) is a flexible data architecture designed to configure Salesforce for education.
- Enhanced Domains
- Overview of Enhanced Domains and the steps needed for TargetX compatibility.
- Working in Salesforce Lightning
- Articles related to Salesforce Lightning and TargetX.
- Configuring Permissions
- Articles related to Salesforce Permissions.
- Working with Reports
- Articles related to creating, sharing and setting up Salesforce reports.
- Configuring Multi-Factor Authentication and DKIM
- Articles on enabling Multi-Factor authentication and DKIM in Salesforce.