Need Integrated Online Services (IOS) Help? Start Here. [1]
Click on the name of the tab below that matches the category with which you require assistance. Then, click the + symbol next to the category that best describes your question to view available resources. Create an IOS ticket [3] for a response within 2-3 business days.
Getting Started
Program Overview
Training
- Standard Turnaround Times [4]
- Getting Access [6]
- Salesforce Introduction [11]
- Login to Salesforce [12]
Calling
Campaigns
Dashboards
- Understanding Salesforce Dashboards [17]
- Subscribe to & Favorite Dashboards [18]
- Add or Update Dashboard Filters [19]
- Reports & Dashboards for Lightning Experience [20] (Salesforce Trailhead)
Data & Integrations
Logging In
Reports
- Finding and Cloning Reports [26]
- Create your Own Salesforce Reports [27]
- Show Unique Counts in Salesforce Reports [28]
- Reports & Dashboards for Lightning Experience [20] (Salesforce Trailhead)
- Data Model and Tooling Overview [21]
Salesforce
- Create a New Contact [29]
- Identifying Duplicates [23]
- IOS Lead Attributions [22]
- Finding and Cloning Reports [26]
- Online Degree Inventory [30]
- Recording a Missed Appointment [31]
- Viewing All Missed Appointments [32]
- Reports & Dashboards for Lightning Experience [20] (Salesforce Trailhead)
Texting
- Sending SMS Messages [33]
- SMS Notification Settings [33]
- Bulk SMS Sends [34]
Troubleshooting
Something Else...
Please let us know if our documentation cannot answer your question by submitting a [3]help ticket [37].
Training
Marketing Cloud
- Request Access (including pre-access requirements) [38]
- Training (Create Emails, Send, and Advanced) [38]
- Log in to Marketing Cloud [39]
Pardot
- Access Pardot [40]
- Glossary of Terms [41]
- Pardot: Edit Emails [42]
- Adding Images & Files [43]
- Add/Modify Subject Line [44]
- Change Sender & Reply Information [45]
- Pardot: Test Sends [46]
Accessibility
Add to Calendar
Data Extensions
Email Content
- Email Creation [51] | 23 min. video
- Blocks in Content Builder Explained [52]
Email From Information
Folders
- Folder Structure [53]
Images
Login / Password Help
- How to Login [56]
- Change Password [56]
- Multi-Factor Authentication [57]
- Default Login Preference [58]
Mobile
- Design for Mobile [59]
Subject Lines and Preheaders
Templates
Text Blocks
Testing
- How do I send a test email? [62]
- Email Testing Checklists
- Download PDF [63]
- Electronic Version [64]
Troubleshooting
Something Else...
Please let us know if our documentation cannot answer your question by submitting a help ticket [3].
Collegis
Five9
Mogli
- Sending SMS Notifications [33] SMS Notification Settings [33] Bulk SMS Sends [68]