Viewing entries tagged
Salesforce 101

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Salesforce 101: Approval Process

Scratching your head trying to make sense of Salesforce's approval process? You're not alone. Join us for a quick tutorial. Once your done, with any luck, you'll feel much more comfortable with the creation process.

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Salesforce 101: Introduction to Permission Sets

Need to make a slight modification to your Salesforce security settings? Don't want to create a new profile for every different scenario? Permission sets can give or take away just the right amount of permissions to your existing Salesforce profiles.

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