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  1. Propertybase Salesforce
  2. Data Management

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Data Management

Apps & Profiles

  • Tabbed Browsing with Console navigation
  • Creating and Modifying Apps

Education

  • Education Courses for Propertybase Admins

Reporting

  • Build Custom Reports: Conversion Times
  • What are Report Types in Propertybase?

Data Migration, Importing and Management

  • Data Import Tools - Importing your Data
  • Bulkinator - Uploading documents in bulk to Property Media
  • Delete the demo/sample data from the trial phase out of your ORG
  • How to Use & Reset Security Tokens
  • Import Wizard - Part 1: Prepare your data (CSV)
  • What is the record type ID of an Individual Client/Company/Inquiry/Listing etc.?
See all 16 articles

Change Management

  • Enabling Sandbox Authentication
  • Deploy from Sandbox with Change Sets

Lightning Migration

  • Lightning Migration Overview

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