Recent Updates
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Updated on: Nov 19, 2019
Transferring Records from Inactive Users
Manual Data Management -
Updated on: Oct 23, 2019
Seminar 1: Venture Reflection Presentations
Manual Managing Ventures -
Updated on: Oct 07, 2019
Welcome
Welcome to Salesforce for AGLN!
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.
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.
Manual Introduction -
Updated on: Dec 13, 2018
How to use this guide
Manual Introduction -
Updated on: May 16, 2018
Venture Tracking Definitions
Manual Managing Ventures -
Updated on: Feb 08, 2018
Conga Composer Basics
Manual Conga Composer -
Updated on: Mar 17, 2016
Merge duplicate Account records
Manual Data Management -
Updated on: Feb 08, 2018
Export the nomination from Salesforce
Manual Managing Nominations -
Updated on: Nov 27, 2017
Create a new venture record
Manual Managing Ventures -
Updated on: Nov 27, 2017
Venture Reflection Form
Manual Managing Ventures