Introduction to Salesforce for Outreach Video and Slides

Tags salesforce

A recording of the "Introduction to Salesforce for Outreach Staff" training is available here.  This video is about 45 minutes long and covers general background on Salesforce in ILR, logging in, navigation in the interface, viewing data as lists and detail views, adding new data, and provides an overall understanding of how aspects of ILR's Outreach operation is integrated with Salesforce.

The slides, which can also serve as a how-to reference, can be downloaded here.

 

If you have difficulty accessing the information contained in this document or any document in this knowledgebase, please contact us at access-ilr@cornell.edu and we will assist you.

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