Salesforce Administrators

This category contains documentation for Salesforce Administrators.

Categories (9)

General Salesforce Knowledge

This Category will store Articles related to General Salesforce Knowledge.
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List Views

This Category will store Articles related to List Views.
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User Creation/Setup

This Category will store Articles related to User Creation/Setup.
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Reports

This Category will store Articles related to Reports.
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Lead Records

This Category will store Articles related to Leads.
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Related Records

This Category will store Articles related to Related Records.
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Dashboards

This Category will store Articles related to Dashboards.
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Application Records

This Category will store Articles related to Applications.
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Workforce Development

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Articles (2)

Accepting Documents and Rejecting Documents Salesforce

This article explains how to review documents in Salesforce by selecting items with a pending approval status and either accepting them to move them to completed or rejecting them with a reason, which keeps them in the incomplete section marked as rejected.

Manually Uploading Salesforce Documents

This article explains how to manually upload a checklist item file from the application record by accessing the checklist item and using the upload option on its record page.