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Salesforce Quick Guide - Ongoing Updates

Category: Knowledgebase

This document is continuously updated to reflect the latest enhancements and releases in Salesforce. We kindly encourage you to review it regularly to stay informed about new developments, please kind...

Salesforce – Introduction Guide_EN

Category: Knowledgebase

Training Guide Access (EN) If you would like to access the training guide to support user onboarding, please kindly refer to the following link: Salesforce – Introduction Guide_EN

Creating Customer Segmentation Lists - video tutorial

Category: Knowledgebase

This video provides a step-by-step explanation of how to create customer segmentation lists using Salesforce Sales Cloud. We encourage you to watch it to better understand how to organize and target y...

MCAE_Email_Template_Folder Sharing_Guide

Category: Knowledgebase

This article provides a step‑by‑step guide on how to share MCAE (Account Engagement) Email Templates using role‑based access instead of assigning permissions to individual users. It explains how to co...

Outlook Add-In Installation and Salesforce Integration

Category: Knowledgebase

Outlook Add-In Installation and Salesforce IntegrationTo enhance your productivity and streamline email tracking, you can install the Outlook Add-In for Salesforce using the link below.This integratio...

Salesforce - guia de introduccion_ES

Category: Knowledgebase

Acceso a la Guía de Capacitación (ES) Si desea acceder a la guía de capacitación para apoyar el proceso de incorporación de usuarios, le invitamos a consultar el siguiente enlace: Salesforce - guia de...