Salesforce Outreach Activities Form Documents and Training

Several documents and videos have been created to help people use the Outreach Activities Form and they are linked here:

Training documents which also include how-to screenshots:

• Introduction to Using Salesforce and the Lightning Interface (PowerPoint)
• Introduction to the Outreach Activity Form (PowerPoint)
• Field-by-field walkthrough of the Outreach Activity Form (PDF)
• Creating and Managing Activity Sessions, including both manual and bulk creation and edit (Download PDF)
• Creating and Managing Calendars in Salesforce (PowerPoint)
• Using and Creating Salesforce Reports (PowerPoint)
• Introduction to the Outreach Activity Form for Support Teams (for Marketing, Fiscal, Classroom Support, Conference Center, and Learning Innovation) (PowerPoint)

Videos

• 45-minute video introduction to using Salesforce for the Outreach program in general
• 25-minute video walk-through of the Outreach Activity form

Rachel Joseph's Guide to the Activities Form, explaining use of the fields:

• Guide

Other

• Comprehensive list of all fields and help text for each (Advanced)

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