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System Administrator

SF Essentials 1.mp4 from Youth for Christ/USA on Vimeo.

  • How to log in to your Salesforce org
  • Navigate the system
  • Find Help & Training
  • Your Homepage

 

List Views - Edit and create new from Youth for Christ/USA on Vimeo.

 

 

Reports- Modify and create from Youth for Christ/USA on Vimeo.

 

Change Email Receipt FROM email address from Youth for Christ/USA on Vimeo.

 


How to edit picklist value fields - Salesforce from Youth for Christ/USA on Vimeo.

 

Donor Stats - Set N Value & Define Donation Rollups from Youth for Christ/USA on Vimeo.

 

How to Merge Duplicates (Individual Contacts) from Youth for Christ/USA on Vimeo.

 

How to Add Users, Profiles, and Open licenses from Youth for Christ/USA on Vimeo.

 

Profiles and Roles Overview from YFCUSA Information on Vimeo.

 

Receipting Workflow from YFCUSA Information on Vimeo.

 

Salesforce Address Verification Service - smarty streets from YFCUSA Information on Vimeo.

BCC to Salesforce Set up and Use 7.23.15 from YFCUSA Information on Vimeo.

MailChimp to Salesforce Setup - install, configuration and use instructions from YFCUSA Information on Vimeo.

MailChimp to Salesforce Setup - instructions to clean your list from YFCUSA Information on Vimeo.

How to create rollup summaries from YFCUSA Information on Vimeo.




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  • YFC Salesforce Support
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