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  1. AlphaSys
  2. Salesforce
  3. General

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
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