Recent Updates
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Updated on: Jan 31, 2022
Notes & Attachments
<p>Most records will have a Notes & Attachments section where you can upload a file or create a new note.</p> <p>Attachments can be seen by anyone who has access to the record.</p> <p>Notes have a "Private" option which only allows you to see the note.</p>Manual Navigating Salesforce -
Updated on: Jan 06, 2022
Record Owner
<p>The record owner determines who can see and edit a record, based on their security settings. By default, record ownership is assigned to the user who creates a record, but record ownership can always be transferred, depending on privileges.</p>Manual Navigating Salesforce -
Updated on: Jan 05, 2022
Switching between Classic and Lightning
Manual Navigating Salesforce -
Updated on: Dec 07, 2021
Send an Email through Campaign Monitor
<p><span>This option is meant for mass emails to a whole program or the AGLN at large. It can also be used for larger customized email lists, like those for nominations. It does not allow you to CC other people on each email, but DOES allow you to track open rates and other statistics!</span></p>Manual Sending Emails -
Updated on: Dec 07, 2021
Reporting in Campaign Monitor
Manual Sending Emails -
Updated on: Dec 06, 2021
Create and Modify Campaign Monitor Segments
Manual Sending Emails -
Updated on: Dec 06, 2021
Determine which Method to use to Send Your Email
<p>There are a few different ways to send mass emails through Salesforce. Use this guide to learn the pros and cons of each method and determine the best way to send your email. </p>Manual Sending Emails -
Updated on: Dec 06, 2021
Create and Modify Campaign Monitor Lists
Manual Sending Emails -
Updated on: Dec 06, 2021
Create and Modify Salesforce Campaigns
Manual Sending Emails -
Updated on: Dec 06, 2021
Managing Salesforce Classic HTML Letterheads
Manual Sending Emails