Create or Update Salesforce Campaigns

April 12, 2024 by m.essa
Salesforce Campaigns are how we group contacts. Some of the most common use cases for campaigns are when uploading lists of event attendees, creating email recipient audiences or varying marketing efforts.
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Add or Update Dashboard Filters

April 3, 2024 by m.essa
Using filters on your dashboards can be a helpful way to segment specific criteria across multiple reports in one view.
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IOS Business Process Overview

November 30, 2023 by m.essa
SUMMARY
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Finding and Cloning Reports

July 25, 2023 by m.essa
Learn how to find and save reports and dashboards in the IOS org
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IOS Lead Attributions

July 25, 2023 by m.essa
Learn how IOS defines and manages all lead Attributions.
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Sending SMS Messages

June 28, 2023 by m.essa
How to send SMS Messages through the IOS Salesforce
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Intro to the Integrated Online Services Salesforce Org

June 12, 2023 by m.essa
The IOS Salesforce org supports Marketing, Recruiting, and Admissions departments facilitate interactions with Leads and Applicants.
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Pardot: Test Sends

May 12, 2023 by m.essa
How to send test emails using Pardot
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Pardot: Edit Emails

May 12, 2023 by m.essa
Learn how to customize your emails in Pardot.
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Identifying Duplicates

May 10, 2023 by m.essa
Salesforce Identified Duplicates
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