Using Teamwork Desk

• Provisio Support | Processes & Procedures
• It's All in the Details (Ticket Details, That Is)
• Using Teamwork Desk for Your Support Needs

General Salesforce

• Access the Recycle Bin - System Admin Users
• Activating and Logging in to Salesforce
• Arrange Tabs on the Navigation Bar
• Associate a Note to Multiple Records
• Chatting on a Record
• Clearing Cache/Cookies and Allowing Cookies
• Create a Campaign Hierarchy
• Create an Account Hierarchy
• Create an Email Template
• Create an Enhanced Email Letterhead

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Salesforce Release Notes

• Spring '25 Release Notes - Salesforce
• Summer '24 Release Notes
• Winter ‘25 Release Notes

NPC Release Notes

• NPC Spring' 25 Release Notes
• NPC Winter '25 Release Notes

User Management

• Add a New User
• Add Users to a Public Group
• Checking a User's Profile and Role
• Community/Experience Cloud User Setup
• Deactivating/Deleting Users
• Editing Users
• Freeze or Unfreeze Users
• Multi-Factor Authentication Options
• Reset Passwords for Users
• Using Built-in Authenticators for MFA

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Object Customization

• Add or Edit Picklist Values
• Create a Custom Field
• Making a Field Required on the Page Layout
• Options for Making a Field Required
• Remove a Picklist Value

Reports and Dashboards

• Adding a Chart to a Report
• Create a Report or Dashboard Folder
• Export a Report to Excel
• Inline Editing for Salesforce Reports
• Share a Report or Dashboard Folder

Forms Tools

• Forms Tools
• Forms Tools Comparisons
• Formstack Suite
• FormTitan vs. Formstack: Feature Comparisons

DevOps Center

• Frequently Asked DevOps Questions and Answers
• Salesforce DevOps Center

Nonprofit Cloud

• Care Plans - NPC
• Intro to Nonprofit Cloud
• Migrating to NPC
• NPC - Case
• NPC - Households
• NPC - Managing Organizations
• NPC - Person Accounts
• NPC - Referral
• Program Management - NPC
• Salesforce Glossary

Service Cloud Voice

• Add Agents to Contact Center
• Amazon Connect - Cloud Watch Queries
• Amazon Connect - Real Time and Historical Metrics
• Obtaining CCP Logs for Error Handling

Field Service

• Assigning a Dispatcher
• Creating a Live Connection and Automatic Refresh
• Creating a Service Resource (Driver)
• Field Service - Crew
• How to Enable Optimization after Refreshing a Sandbox
• Manage Crew Membership - Field Service
• Replacing Salesforce Connection

Tableau

• Accessing Salesforce and Online Tableau Connection
• Dashboards - Create a Dashboard
• Dashboards - Dashboard Actions
• Dashboards - Dashboard Objects
• Replacing/Updating Excel Data
• Tableau Glossary
• Tableau Intro Guide and Resources
• Uploading Excel Data
• Workbooks - Calculated Fields
• Workbooks - Parameters

Marketing Cloud/ Pardot

• Marketing Cloud Glossary
• Marketing Cloud Vs Pardot
• MCAE Connection to Salesforce

Trailhead

• Salesforce Admin | Online Training
• What is Salesforce Trailhead?