Administration Guide
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Administrator Training
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AdvoLogix Lightning Experience⚡
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Subscription & Licensing Information
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Setup Overview
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Security Controls
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User Management
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Application Setup
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AdvoLogix Setup
- Introduction to AdvoLogix Setup
- AdvoLogix Setup: Overview
- AdvoLogix Setup: AdvoDoc
- AdvoLogix Setup: Timekeeping
- AdvoLogix Setup: Activity Plans
- AdvoLogix Setup: At a Glance
- AdvoLogix Setup: Community Sharing
- AdvoLogix Setup: Conflict Checks
- AdvoLogix Setup: Files and Content
- AdvoLogix Setup: Key Dates
- AdvoLogix Setup: Focus Matters
- AdvoLogix Setup: Matter Planner
- AdvoLogix Setup: Participants
- AdvoLogix Setup: Relationship Maps
- AdvoLogix Setup: Timeline
- AdvoLogix Setup: Legal Hold
- Advologix Setup Tab Overview (legacy only)
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Assignment Rule Sets
- What are Assignment Rule Sets?
- How do I create or edit an Assignment Rule Set?
- How do I navigate the Rule Set Editor?
- How do I use the Rule Set import, export features?
- How are Assignment Rule Sets invoked?
- Processing an Assignment Rule Set Via the Process Builder
- Processing an Assignment Rule Set Via Code
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Customization
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Communities
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Other Considerations
- How do I create an Activity Plan Template?
- How do I create a new Activity Plan?
- Approval Processes
- Create/Edit Email Templates
- Analytic Tools
- What is the Salesforce Platform & how does AdvoLogix use it?
- Customizing Accounts, Contacts, or Activities
- Customizing Custom Objects
- What types of fields can I add to a page layout?
- Customizing a Page Layouts
- Assign Page Layouts to Specific Users
- Set a Default Record Type
- What are custom objects?
- How to Verify the Number of User Licenses Your Organization Has Available
- Enabling the Mobile App Per User
- Validate Matter Aggregates
- Cloning Considerations for Custom TimeEdit
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Importing
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Exporting
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Data Loader