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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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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Other Considerations
- How do I create an Activity Plan Template?
- How do I create a new Activity Plan?
- Approval Processes <Video>
- Create/Edit Email Templates
- Analytics Tools <Video>
- What is the Force.com Platform & how does AdvoLogix use it?
- Customizing Accounts, Contacts, or Activities
- Customizing Matters, Timekeepers, & Other Custom Objects
- What types of fields can I add?
- Customizing Page Layouts
- Assign Page Layouts to Specific Users
- Set a Default Record Type
- 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