Basics
- How to set up Users (Lightning)
- Task Management (Lightning)
- Update Center in Lightning
- The Control Center
- Front Desk - Web Forms
- Understanding Propertybase Objects - Properties , Listings & Offers
- Favorites
- How to find a "missing" Custom Object
- I sometimes receive a login challenge. How can I stop this?
- Agent Home Screen
- Disable the Salesforce Notification Banner
- Changing Field Labels
- Editing Picklist Values
- Editing Search Layouts
- Cover Flow for listings
- Enabling Salesforce Analytics
- How to Manually Share a Record
- Quickly create records from Chatter
- How to Send Mass Emails
- Individual Clients vs Company Contacts
- Contact Duplicate Finder
- Change Contact Record Types between "Individual client" & "Company contacts"
- Create and Manage Companies
- Listing PDF Brochures for Print and Email
- Send Recommendation Emails
- Managing Pictures and Video
- Offer Creation Wizard
- Drag and Drop Calendar for Contacts
- How to Manage your Tasks and Calendar
- Creating Email Templates - Simple Text Email