Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
Converting a Workflow Rule to a Salesforce Flow
The original Salesforce migration tool for Workflow Rules to Flow had a limitation that you could not migrate Workflow Rules using a 'formula that evaluates to true' for their criteria. That limita...
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Round Robin Assigning of records using a Flow
In many organizations there are multiple individuals responsible for completing the same or similar tasks. Admins would like the system to auto-assign records to specific Staff members based on a s...
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Change my Email Address
Each User of improveit 360 will have an email address associated with their login credentials. This is the email address where the User will receive Password Reset links. Change your Email addres...
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Training Reference Guide
The following is a guide to assist Administrators, Champions and Decision Makers with Training their internal teams on improveit 360. Broken down by Role, these are our suggestions of the Training ...
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Emailing and Sharing Reports and Dashboards (video)
In this video we will review where to set a Scheduled Refresh of a Dashboard or Email Report or Dashboard data to specific Users. Watch the second half of the video to learn about Folder Sharing s...
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Save buttons on Sale page
Users of improveit 360’s Enterprise and Supportworks packages may notice there are three (3) Save buttons on the Sale page. This Article covers the functionality of each button, and when it is appr...
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Salesforce Flow Actions use cases
In this Article we will show three (3) examples of using a Salesforce Flow "Get" and "Loop" action to find records which meet a certain criterion, loop through those Records, get a collection of da...
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Webinar Series for Intermediate Admins
These 1-Hour Trainings are tailored to Administrator Users on the Enterprise and Supportworks software packages. Each of the following 1-Hour webinar recordings are available on-demand at any time...
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Understanding Campaign Filters and Mutual Exclusivity
In this Article we will review Field Filters for setting Campaign criteria. These filters will determine which leads are pulled into a Campaign. We will also discuss the best way to Target uncalled...
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Campaign Re-Call Settings
This video is part of a series for Call Center Managers. For more information on setting up Call Campaigns, check out the full video series: Call Center Manager - Campaign Setup In this video we w...