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Opportunity Overview and Walkthrough
Overview and explanation of all fields in the Opportunity
Controlling Event/Class Behavior on the Web
Controlling Event/Classes on the Drupal Website via fields in Salesforce.
Logging in to Salesforce
How-to log into the ILR Salesforce org
Opportunity Stages
Using Stages to guide the Opportunity process.
Make a company a member or remove a company as a member
How to manage CAHRS membership status on Account (company) records in Salesforce.
View Primary Contacts for Member Companies and Generate Primary Contact List as Word Doc
Use the CAHRS-Primary Active Contact view and also acquire the document that is a list of all primary contacts.
Set up a new CAHRS Event
Create a new event from an Outreach Activity Form.
Add a New Account (Company)
A field-by-field CAHRS-specific walkthrough of the Account object.
Add a New Contact
A field-by-field CAHRS-specific walkthrough of the Contact object.
Manually Register a Contact for an Event
Manually register for an vent in case someone is not able to register via the web site.
Submit a request for assistance with an existing product or service
How to submit a request for support to Admin Apps
View Participants (Registrations)
Viewing Participant (registration) records in Salesforce
Reduce Faculty Banked Credits
How to manually reduce Faculty Banked Credits.
Edit an Existing Event
Edit existing events.
View Email Subscribers
Use the Email Subscribers View.