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Topics

Basics 4
Settings 4
Profile 3

Last Updated

Feb 03, 2023

Author: System Update

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Introduction

Getting Started
Set Up Your Account
Navigating Salesforce
Help & Training

Getting Familiar
Learn about Standard Objects
Learn about Custom Objects
Hands-On Learning

Getting an Overview
Reports
Dashboards

General
Data Management
Relationship Management
Sending Emails
Form Assembly
Conga Composer

AGLN
Managing Seminars
Managing Nominations
Managing Ventures
Governance
McNulty Prize

Resnick Aspen Action Forum
Staffing the Action Forum

Executive Leadership Seminars
Seminars
Opportunity Records
Campaigns
Reports & Dashboards
Email Plug-In

SysAdmin
Security
Data Migration
Integration
Admin Setup

Dave's Transition Materials
Pardot

Recent Updates

Where to find class venture forms
Pull the Candidate Profile template
Key Definitions
Opportunity Types
Purpose