Recent Updates

  • Updated on: Sep 17, 2021

    Logging in to Salesforce

    <p>You will need a Salesforce license to access the system. If you don't have an account or have trouble logging in, contact <a href="mailto:[email protected]?subject=Salesforce%20login">Eana Chung</a>.</p> <p>Once your account is created, you will receive an email from <span style="color: #0000ff;">[email protected]</span> with your user name and temporary password. If you don't receive this email, please check your spam filter.</p> <p>You can log in to Salesforce from any browser by going to <a href="http://login.salesforce.com">login.salesforce.com</a> or from the <a href="http://salesforce.com">Salesforce</a> website. (Images below.)</p>
  • Updated on: Aug 31, 2021

    Exporting Survey Responses

  • Updated on: Aug 31, 2021

    What is ScreenSteps?

    <p><span style="color: #000000;">ScreenSteps is a contextual reference tool that can provide step-by-step tutorials for different processes as well as general documentation on our Salesforce system. It's an organized FAQ guide to help you learn what Salesforce can do and equip you to make use of it.</span></p> <p><span style="color: #000000;">ScreenSteps is:</span></p>
    Manual Introduction
  • Updated on: Nov 19, 2019

    Transferring Records from Inactive Users

  • Updated on: Oct 07, 2019

    Welcome

    <p><span style="color: rgb(0,0,0)"><strong>Welcome to Salesforce for AGLN!</strong></span></p> <p><span style="color: rgb(0,0,0)">As you get started in the system, you'll find you have lots of questions. First, the terminology may be unfamiliar if you haven't used Salesforce before. Second, you may not be certain as to where to find different information and how to pull reports for the information you need. Third, it seems that Salesforce can do so much but you want to learn to make it work for you.</span></p> <p><span style="color: rgb(0,0,0)">This guide is meant to help you navigate Salesforce, the data management system that underlies much of our work. Salesforce is not just a contact database; it's central to our workflow, program development, and is the foundation of our online community. </span></p>
    Manual Introduction
  • Updated on: Dec 13, 2018

    How to use this guide

    Manual Introduction
  • Updated on: May 16, 2018

    Venture Tracking Definitions

  • Updated on: Feb 08, 2018

    Conga Composer Basics