Recent Updates
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Updated on: Feb 03, 2023
Take Salesforce with you!
Download the Salesforce app for your smartphone or tablet: www.salesforce.com/mobile/getting-started.
Manual Set Up Your Account -
Updated on: Feb 03, 2023
Refresh your dashboard
You must manually refresh your dashboard to see updated information.
Manual Dashboards -
Updated on: Feb 03, 2023
Add a dashboard to your Home tab
Manual Dashboards -
Updated on: Feb 03, 2023
Edit the attributes of the gauge
This will allow you to specify the values that will anchor the gauge.
Manual Dashboards -
Updated on: Feb 03, 2023
Adjust your Dashboard Layout
Manual Dashboards -
Updated on: Feb 03, 2023
Create a new Reading record*
*For reference only - Readings will be managed by Dancey Glover.
The reading record is a standalone object representing a single reading from our curricular library. These readings can be linked to specific seminars and will create a new record to represent that reading's use at a seminar, capturing information on who moderated that particular reading, as well as feedback from the seminar surveys.
Manual Learn about Custom Objects -
Updated on: Nov 15, 2022
Pulling your survey results
Manual Managing Seminars -
Updated on: Nov 08, 2022
Set up your Survey Form
Manual Managing Seminars -
Updated on: Nov 03, 2022
Overview of Venture Forms
cid = {!Contact.Id} of the person completing the form
rid = {!Contact.Id} of the contact referenced in the form
caid = {!Campaign.Id} of the seminar
Manual Managing Ventures -
Updated on: Nov 02, 2022
The Class record
Manual Managing Nominations