Emma at improveit 360
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Recent activity by Emma at improveit 360-
MFA Passkey and Touch ID Troubleshooting
With recent Salesforce Security changes, Admin Users will need to setup either Touch ID or a Passkey to continue logging into Salesforce. Platform users will also need to use multi-factor authentic...
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How to Grant Login Access to improveit 360's Support Team
Recent Salesforce Security changes have made it more difficult for improveit 360 to access customer environments without the client's express (and time limited) permission. To Grant Login Access to...
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Upgrade Docusign Legacy buttons from Javascript to URLFOR
Due to recent Salesforce security changes, DocuSign buttons can no longer use JavaScript to generate and send documents for signature. To replace legacy JavaScript custom buttons for DocuSign in Sa...
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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...