How to Create Checklists in the CRM
When managing deals or fundraising opportunities, users often follow a consistent series of steps or action items to move them through the pipeline. Checklists help streamline this process by attaching these necessary tasks to each opportunity, allowing teams to track, monitor, and update their progress. Follow the steps below to create and utilize checklists on […]
How to Share a Dashboard
Users can share a folder to grant access to any dashboards contained within it. Pre-requisite: Steps:
Why Can’t I Edit a Record in the CRM?
The CRM is a powerful platform, but occasionally, you may encounter situations where you cannot edit a record. This could stem from various factors tied to permissions, settings, or system configurations. Below, we outline the common reasons and how to troubleshoot them. Insufficient Permissions Profile and Permission Sets: Record-Level Security: Ownership and Sharing Settings Ownership: […]
How to Create, Edit, and Update Dashboards in the CRM
Dashboards in the CRM allow you to visualize and analyze data from reports in a customizable layout. This article walks you through creating, editing, and updating dashboards. Creating a Dashboard: Editing a Dashboard: Updating a Dashboard: Limitations of Dashboards: While CRM dashboards are powerful, they come with certain limitations: Best Practices: By following these steps […]
How to Create Field Dependencies
Picklists and dependent picklists are used in the CRM to create a connection between fields in a record. This connection ensures that users enter accurate and consistent data. A dependent picklist in the CRM is a type of picklist field whose available values are dynamically filtered based on the selection in another field, known as […]
How to Add VDR/Portal Users to Groups from the Users Tab
Adding users to groups from their user profile simplifies group management and reduces the steps required to assign group memberships. Steps:
How to Merge Contacts
Have you encountered a duplicate contact record? You can merge the two while ensuring the integrity of the information stored within each. Steps: For more information, refer to the ‘Merge Duplicate Contacts in Lightning Experience’ Salesforce Help Article.
How to Add New Fields to Custom Report Types
Custom Report Types enable users to create reports based on particular criteria and fields. If a report based on a Custom Report Type does not contain the fields expected, you need to add them to the layout of the report type. Pre-requisite: Steps:
How to Use Merge Tags in Correspond: Market Edition
Merge tags, also known as merge fields or merge variables, are placeholders used in document creation and email marketing to personalize content for individual recipients. They are typically enclosed within special characters or brackets, such as {{ }}, and are replaced with specific data when the document or email is generated or sent. Merge tags […]
How to Apply a Filter to a Dashboard
In the CRM, there are a variety of ways to filter Reports/Dashboards. One way is to apply a filter directly to a Dashboard, resulting in each component respecting that filter. Steps: For more information, refer to the ‘Add a Dashboard Filter’ Salesforce Help Article.
