Emma at improveit 360
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Recent activity by Emma at improveit 360-
Pre Implementation Guide for improveit 360 Classic
Before your Kick Off call with improveit 360, we'd like to learn more about your business. Take some time with this Implementation Guide, help our team to get to know you! Download the full PDF bel...
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Document Template Guide
This article covers the out-of-the-box six (6) Document Templates available for improveit 360 Classic. Below it is noted which Object these are generated from, as well as what Folder location(s) th...
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How to Add Centah Service or Centah Warehouse
If your company adds a new Centah Service to your product offerings, you will need to go to the Centah Login Tab and Sync the Centah Services again. Navigate to the (+) All Tabs pageThen choose the...
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Troubleshooting Connected App Access
Part of the Salesforce Summer '25 release changed Admin settings around creating and accessing Connected Apps. Follow the instructions below to ensure your Admin User can still access and create ne...
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What is a Change Set and how is it used?
A Change Set is a native Salesforce tool for deploying customizations, such as custom objects, fields, Apex classes, Flows or automation from one Salesforce organization to another, like from a san...
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SumoQuote Integration
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Enable the Lightning Console App
To Give User Access to Lightning ExperienceLightning Experience access is controlled by profile permissions.Option 1 - ProfileGo to Setup > ProfilesOpen the ProfileEnable: Lightning Experience User...
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Campaign Member ReCall Settings and Remarket Actions
In this Article we will cover when Campaign Members are created, how they adopt Campaign Settings, when they are Completed, and what would cause a Prospect to come back into the same Campaign when ...
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Home Depot Integration Overview
For more information, or to request a DocuSign agreement for this integration, please open a Ticket with our Support team.
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RemodelerGo Setup and Configuration Webinar
You can watch the On-Demand Webinar at any time here: https://attendee.gotowebinar.com/register/4467136968278997336 Setup and Configuration documents attached below. Setup and Configuration vid...