Salesforce Training Guides

This information is for internal users who have a full Salesforce license.

• *Salesforce Functional Experts
• Academic Peers
• Accounts
  • Create Business Organization
• Affiliations
  • Clone or Edit Board Membership Affiliation
  • Create or Edit Employment Affiliation
  • Create or Edit Tippie Speaker Affiliation
• Applications
  • Applicant Password Reset
  • GMAT Data Entry
• Basic Navigation in Salesforce
  • Ask An Admin (AAA) Change Requests
  • Chatter
  • Favorites
  • List Views
  • Reports and Dashboards
  • Tabs
• Campaigns
  • Adding Campaign Members
  • Alumni Webinars
  • Career Services Campaigns
    • Clone Career Services Campaigns
  • Holiday Greeting Card Campaigns
  • JPEC Campaigns
  • Update or Delete Campaign Members
• Contacts
  • Create a Contact
• Duplicate Records
• Engagements
  • Mock Interviews
• Glossary of Terms
• Integrations and Imports
  • Imports
    • Salesforce Data Cleaning Requirements
      • Data Cleaning Considerations
    • Tippie Speaker Imports
  • Integrations
    • Integrations Cheat Sheet
• Opportunities
  • Create or Edit Corporate Opportunities
• Peer Benchmarking
  • Peer Program Data
  • Peer School Data
  • Peer Schools List
  • US News Rankings
• PhD Student Processes
  • PhD AACSB Reporting Information
  • PhD Advising and Committee Member Relationship Records
  • PhD Exam Date Tracking
  • PhD Graduating Students
  • PhD New Students
  • PhD Placements
  • PhD Tippie Directory Updates
  • Research Classifications
• Salesforce Usage Overview
  • JPEC Usage
• Scholarships & Scholarship Details
• SMS Resources
  • SMS Policies
• Stead Tech Salesforce Processes
  • Purchase Order Processes
    • Create New Tippie Order and Order Details
    • Stead Vendors
    • Vendor Contacts
• TAP Information