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Salesforce Quick Guide - Ongoing Updates

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

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 - guia de introduccion_ES

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:

Send Emails via Office 365 in Salesforce

Salesforce Email Configuration via Office 365This article outlines the configuration steps required to enable email sending from Salesforce using Office 365.Please follow the instructions carefully to...

Outlook Add-In Installation and Salesforce Integration

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 Mobile App Installation

Salesforce Mobile App InstallationTo access Salesforce on the go, we invite you to install the official mobile app on your device. This will allow you to manage your tasks, view records, and stay conn...

Account Engagement (Marketing Cloud) - MCAE Training Guide

We invite you to review this training guide designed to support your use of Account Engagement (MCAE) within Salesforce Marketing Cloud. It provides key insights and practical steps to help you make t...

Creating Customer Segmentation Lists - video tutorial

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

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...

Sharing Reports and Dashboards

English This guide explains how to correctly share reports and dashboards in Salesforce with the team, using the shared folder. Users must move their reports and dashboards from their private folders...

How to Export and Download Report Data from Salesforce - Cómo Exportar y Descargar Datos de Reportes en Salesforce

This video demonstrates how to export and download report data from Salesforce into Excel format.  -If you have the appropriate permissions and are authorized by your Country Leader.-Este video muestr...

Visit Report – Adding and Creating Contacts/Attendees - Visit Report – Agregar y Crear Contactos/Asistentes

This video explains how to add or create Contacts and Attendees within a Visit Report in Salesforce. It also covers how users can associate existing Contacts or create new ones directly during the Vis...

We couldn't send your email. Please try again." (Office 365 Connection Reset) - No pudimos enviar tu correo electrónico. Vuelve a intentarlo." (Reinicio de conexión con Office 365)

A complete troubleshooting guide for end-users encountering delivery failures when sending emails via the Salesforce Email Composer through the native Office 365 integration. This covers resetting the...

How to SET UP your Azure SSO Access with Microsoft Authenticator app

How to SET UP your Azure SSO Access with Microsoft Authenticator app.pdf ES

How to RESET your Azure SSO access with Microsoft Authenticator app in Salesforce

How to RESET your Azure SSO access with Microsoft Authenticator app in Salesforce.pd
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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...

How to RESET your Azure SSO access with Microsoft Authenticator app in Salesforce

Category: Knowledgebase

How to RESET your Azure SSO access with Microsoft Authenticator app in Salesforce.pdf ES Este documento es un procedimiento guiado para restablecer o reconfigurar la autenticación de doble factor (MFA...

How to SET UP your Azure SSO Access with Microsoft Authenticator app

Category: Knowledgebase

How to SET UP your Azure SSO Access with Microsoft Authenticator app.pdf ES Esta guía es un manual paso a paso que explica cómo configurar el acceso a Salesforce mediante Single Sign-On (SSO) con Azur...

We couldn't send your email. Please try again." (Office 365 Connection Reset) - No pudimos enviar tu correo electrónico. Vuelve a intentarlo." (Reinicio de conexión con Office 365)

Category: Knowledgebase

A complete troubleshooting guide for end-users encountering delivery failures when sending emails via the Salesforce Email Composer through the native Office 365 integration. This covers resetting the...

Visit Report – Adding and Creating Contacts/Attendees - Visit Report – Agregar y Crear Contactos/Asistentes

Category: Knowledgebase

This video explains how to add or create Contacts and Attendees within a Visit Report in Salesforce. It also covers how users can associate existing Contacts or create new ones directly during the Vis...

How to Export and Download Report Data from Salesforce - Cómo Exportar y Descargar Datos de Reportes en Salesforce

Category: Knowledgebase

This video demonstrates how to export and download report data from Salesforce into Excel format.  -If you have the appropriate permissions and are authorized by your Country Leader.-Este video muestr...

Sharing Reports and Dashboards

Category: Knowledgebase

English This guide explains how to correctly share reports and dashboards in Salesforce with the team, using the shared folder. Users must move their reports and dashboards from their private folders...