Salesforce

Watch this video first  - general intro to Salesforce

 

Number  Procedure  Date revised
By

Salesforce Education Registration uploads
Nov 2, 2015
Tim Atkinson

QC checks of integration
Oct 5, 2015
Tim Atkinson

Match Media NF invoices to SF sales
Oct 5, 2015
Tim Atkinson

Load up prior year expenditure data for accounts
Jan 23,2016
Tim Atkinson

Documentation for the initial netforum integration
July 2015
Tim Atkinson
  Setting up Google Sheets for Media Reporting
Oct 3, 2016
Tim Atkinson
  Ensuring CFA Members are identified in Pardot
April 25, 2017
Tim Atkinson
  Register and description of Salesforce Automations
June 28th, 2017
Tim Atkinson