How to Use the Salesforce Outlook Plugin
Connect the two tools your team relies on most—Salesforce and Microsoft Outlook. Access and update Salesforce data right from your Outlook inbox, create new Salesforce records, and automatically capture emails in Salesforce. This keeps everyone aligned while eliminating time-consuming manual data entry. Steps: Note that when you select another record, the Account record will be […]
How to Connect MFA Using a 3rd Party App
These instructions apply to any Salesforce user who wants to use a third-party MFA provider instead of the native Salesforce Authenticator app to satisfy Salesforce’s MFA requirement. Steps:
How to Connect MFA Using the Salesforce Authenticator App
These instructions apply to any Salesforce user who wants to use the Salesforce Authenticator app to satisfy Salesforce’s MFA requirement. Steps:
How to Bulk Update Documents to Read-Only
To make all documents in your portal workspace read-only, please follow the instructions in this article. Instructions will also be provided for making specific sets of documents read-only. Steps to make all documents in the workspace read-only: Steps to make a select group of documents in the workspace read-only: Note: This will only be applicable […]
How to Delete Categories
Categories help organize documents within the VDR/Portal, making it easier for GPs and LPs to find the information they need quickly. Occasionally, a category may be created in error or is no longer needed. Pre-Requisite: Delete Category Directly from the Document: Delete category from the ‘Documents’ tab:
How to Use the Global Search Bar
The Global Search Bar is one of the most useful features in the CRM, allowing you to quickly find records, files, dashboards, or even setup items across your entire org. Whether you’re tracking down a contact, checking an opportunity, or navigating to a report, Global Search saves time and keeps you productive. Where to Find […]
How to Assign a Permission Set
Permission Sets are a way to extend users’ access without changing their profiles. For example, you can expand access to custom objects, system permissions, and apps via Permission Sets. Pre-Requisite: Steps: Permission Set Summary On the Permission Set’s page, you can use the ‘View Summary’ button next to Manage Assignments to review what permissions are […]
How to Add Related Lists to the Page Layout and Lightning Record Page in the CRM
Related Lists are one of the most powerful features in the CRM. They give users quick visibility into connected records—such as Contacts linked to an Account, or Fundraising Opportunities tied to an Entity—without having to run a separate search. To make them available to your users, you’ll need to configure both the Page Layout and […]
How to Update Email Address in the VDR/Portal (Admins)
If an Admin needs to update their email address in the portal, log in to your user account and follow the steps below. Steps:
How to Configure the Request Form in the VDR/Portal and CRM
The Form Widget brings a simple yet powerful way for General Partners to capture investor inquiries, requests, and feedback directly from Limited Partners and contacts through the widget in the VDR/Portal landing page (if enabled). Submissions flow straight into your CRM, automatically linking to existing investor records or creating new ones to ensure no interaction […]
