AdvoLogix Lightning Experience⚡
7 Articles
AdvoLogix Setup
17 Articles
- 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
Assignment Rule Sets
7 Articles
- 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 Process Builder
- Processing an Assignment Rule Set Via Code
Customization
9 Articles
Other Considerations
17 Articles
- 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