Emma at improveit 360
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Articles
Recent activity by Emma at improveit 360-
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...
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Federal Communications Commission 2025 Updates
If your company purchases lead data from a third-party lead provider, collects lead data from a website (even a domain your company owns) or you use an auto-dialer integrated with improveit 360 you...
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Duplicate Field causing Error when loading page
After the v38.5 software release, which updates your system to Salesforce's latest API Version 60, duplicate Fields are no longer permitted in any instance. If there are fields on any object which ...
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Resolve Duplicate Field on Staff errors
If there are fields on the Staff object which have duplicate Name, you will experience Errors and an inability to run First Time Setup. You will first need to change the API Name of the duplicated ...
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Next Annual Maintenance Date how to update the date
What happens if we find a Prospect whose Next Annual Maintenance Date is outdated (more than 90 Days in the past or doesn't match the most recent Service Appointment Date). There is a way to reset ...
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How to Enable Einstein Activity Capture for Calendar Syncing with Outlook or Gmail
Einstein Activity Captures allows for synchronization of Calendar Events from Salesforce to either Gmail or Outlook calendars. Each User will connect their calendar account via their Email address....
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Lightning what are the options?
This Article covers the two options around implementing Salesforce Lightning Experience. The first option is enabling the Salesforce Lightning Experience "skin" in your company's existing Salesforc...
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Using Requested Appointments
improveit 360 allows through the insertion of an eLead record, the creation of Requested Appointments. This allows lead providers to send in an eLead record and have an Appointment record automatic...