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Report Types, Tips, & Considerations
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Use & Learn (Sf)
Introduction to AdvoLogix 12
- Welcome to AdvoLogix
- Salesforce.com as a Platform
- Support & Training Resources
- User Login and Personal Settings
- Navigating the Classic User Interface
- Extending AdvoLogix
- AdvoLogix Display Tabs & Menu Options
- The Home Tab
- What is the Salesforce Platform & how does AdvoLogix use it?
- Analytic Tools
- Notes
- Global Search
AdvoLogix Lightning Experience⚡ 8
Accounts 9
- Introduction to Accounts
- Viewing Accounts List View
- How do I create an Account?
- How do I update an Account?
- How do I merge duplicate Accounts?
- How do I change the owner of an Account?
- Viewing Accounts Related List
- How do I add a custom field to the Account object?
- How do I create a participant from an account?
Activities 6
Calendars 3
Chatter 11
- Introduction to Chatter
- Chatter Terminology
- How do I use Chatter from the Home Page?
- Viewing Chatter for a Record (Matter)
- Viewing the Chatter Application Tabs
- How do I use the Chatter tab?
- How do I use the Profile tab?
- How do I use the People tab?
- How do I use the Groups tab?
- How do I use the Files tab?
- Mobile Success with Chatter