How to Add Workspace Admins
As a VDR/Portal Hub admin, you have system permissions to add admin users to your VDR/Portal workspace. Steps: Note: Once the Workspace admin(s) have been added, please send the “How to Connect the VDR/Portal API Key to the CRM” article to all VDR/Portal admins who are CRM users. This article will provide instructions on how […]
How to Add VDR/Portal Users to an Analytics Dashboard
Often times there are Analytics Dashboards imbedded within the VDR/Portal. VDR/Portal admins can manage which VDR/Portal users can access specific embedded dashboards. Steps: Note: It may take up to an hour for the Analytics tab to appear after adding a user to the Analytics Dashboard group.
How to Enable Your Mobile Phone Number as a Two-Factor Verification Method
Users have the option to deliver two-factor authentication codes via email or SMS. If you do not have the option to receive them via text message you can easily add this option to your account. Steps:
How to Install the Salesforce Gmail Integration
To install and access the Salesforce extension for Gmail, please read the Salesforce Help Article on Gmail Integration System Requirements before getting started and follow the steps below. Settings Required: Steps:
How to Install the Salesforce Outlook Integration
To install and access the Salesforce Outlook add-in, please read the Salesforce Help Article on Outlook Integration System Requirements before getting started and follow the steps below. Note: The Salesforce Outlook add-in is no longer available via mobile devices. Settings Required: Steps:
How to Share a Dashboard in Analytics
Owners can share dashboards that they have created with other Analytics users (both Viewers and Designers). An owner is any Designer who has created a dashboard (or has had ownership transferred). When sharing a dashboard, you can define whether the recipient has editing rights Steps: **Note: When an owner modifies a dashboard (adding a new […]
