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Salesforce for Leadership Programs
Getting Familiar
Learn about Custom Objects
contacts
Articles tagged:
contacts
Sending Logistics Notes
Updated on: Jun 14, 2022
Getting Familiar
Learn about Custom Objects
Special Events
Sending Logistics Notes
campaigns
contacts
Assign a Sector
Updated on: Feb 03, 2023
Getting Familiar
Learn about Custom Objects
Other Custom Objects
Assign a Sector
sectors
contacts
Topics
Programs and Classes
2
Update a Program record*
Create a new Class record
Engagements and Nominations
4
Create a new Engagement record
Understanding AGLN Engagement Statuses
Create a new Nomination record
Link an Engagement record to a Class
Special Events
5
Creating Special Events
Understanding the Special Event Page Layout
Special Event Attendees
Sending Logistics Notes
Using List Views to Manage Special Event Attendees
Other Custom Objects
4
Assign a Sector
Assign a Country record*
Create a new Reading record*
Create a new Moderator Certification record*
Other Resources
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
More
Tags
campaigns
1
classes
2
contacts
2
countries
1
engagements
3
moderator certifications
1
nominations
1
programs
4
readings
1
sectors
1