General
- How to add AlphaSys as a User
- Mass/List Emails to Campaign (via Contacts)
- How to assign a license to a user to access the a Package Product
- How to Refresh a Sandbox (with ProntoPayments Integration)
- Lightning for Outlook client setup
- Connect MailChimp with Salesforce, Importing and Updating Contacts
- How to get a Google reCAPTCHA API Key
- Rollup Helper App: How to Create a Rollup Summary Field
- Multipicklist Frequency Reports - How to Use
- TaskRay: How to Create a Checklist
- TaskRay: How to Create a Task
- All About Task Ray
- TaskRay: Frequently Asked Questions
- Task Ray: What are the Different Views in TaskRay?
- TaskRay: Archiving Tasks
- System Admin: Log in as another user
- How to Log into Sandbox
- TaskRay: How to Add New Users
- Support - Grant Login Access to Salesforce
- A Guide to Salesforce Privacy, Security and Sharing
- MailChimp FAQs and training links
- Setting the Fiscal Year
- WordPress Plugin: Create a new Campaign specific Donation Page
- Segmenting using NPSP Levels
- Importing CSV Files in Excel
- Creating HTML Mass Email Template in Salesforce
- Reports
- Process Builder
- Schema Builder
- Mass Email Contacts