Emma at improveit 360
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Recent activity by Emma at improveit 360-
Google Chrome Settings - Unable to Download PDFs or Images
Service Announcement from Salesforce as of November 20, 2020: We recently notified you that Google began to roll out gradual changes to the Google Chrome browser to block mixed-content rendering an...
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Where is Search and Create?
The Search and Create tool is your main search tool in improveit 360. Search your database by first names, last names, addresses or all information. If a User does not see the Search and Create...
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Troubleshooting: Department Dashboard Tabs
Problem A: Your team recently started using Department Dashboards, and your Users experience a blank page when trying to access a Department Dashboard. Reason: One or more Fields on the Departm...
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Search and Create: Prospect Matching Details
What is Search and Create? The Search and Create tool is the primary search tool used when searching your database for an existing customer, or entering new prospects into your improveit 360 syste...
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DocuSign Integration (video)
This video Article gives a brief overview of the DocuSign Integration with improveit 360.For more information... See also: How to Add Users to DocuSignSee also: How to Add PDF Documents to a DocuSi...
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Change of Address or Property Ownership Change
What do we do when a Prospect has moved? This Article covers how to handle a Change of Property Ownership and how to know if you need to obtain a new Address for a Previous Customer. In this Articl...
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Data and File Storage - what's included?
What's the different between Data Storage and File Storage? Data Storage: Data represents the records stored in the system, like a Prospect record, Appointment record, Sale record, etc. File Stora...
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Download and Install Salesforce Data Loader
Installing Salesforce Data Loader First, you will need to install the latest version of Java from Oracle: https://www.oracle.com/java/technologies/javase-downloads.html Google Chrome does not sup...
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DMARC Policy - Create a DKIM Key in Salesforce
What is DMARC?DMARC, which stands for “Domain-based Message Authentication, Reporting & Conformance”, is an email authentication, policy, and reporting protocol. It builds on the widely deployed SP...
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Forgot your Password Not Working?
In order for Users to Reset their own password, they must have Apex Class Access Enabled on their User Profile. To find a User's Profile you must be the System Administrator User Navigate to the...