• Getting Salesforce Access [6]
• Glossary of Terms [7]
• Business Process Overview [8]
• Leadership / Meet the Team [9]
• Standard Turnaround Times [4]
• Work Prioritization [10]

• Recommended Audio Configuration for Five9 [13]
• Five9 Call Forwarding [14]
• Updating Greeting for Five9 [15]

• Creating or Updating Campaigns [16]

• Understanding Salesforce Dashboards [17]
• Subscribe to & Favorite Dashboards [18]
• Add or Update Dashboard Filters [19]
• Reports & Dashboards for Lightning Experience [20] (Salesforce Trailhead)

• Data Model and Tooling Overview [21]
• IOS Lead Attributions [22]
• Identifying Duplicates [23]
• Preferred Communication Method [24]
• Understanding SEO [25]

• What is the login URL for Salesforce? [12]

• 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]

• 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)

• Sending SMS Messages [33]
• SMS Notification Settings [33]
• Bulk SMS Sends [34]

• How do I add a photo to my Salesforce profile? [35]
• I think I found a bug in Salesforce. What should I do? [36]

Please let us know if our documentation cannot answer your question by submitting a [3]help ticket [37].

• Accessibility Best Practices [47]

• “Add to Calendar” Link in Email [48]

• Create Data Extensions in Marketing Cloud [49]
• Use Data Extension in Marketing Cloud [50]

• Email Creation [51] | 23 min. video
• Blocks in Content Builder Explained [52]

• Folder Structure [53]

• Image Best Practices [54]
• Locate great CU Photography [55]

• How to Login [56]
  • Marketing Cloud Login Link [39]
• Change Password [56]
• Multi-Factor Authentication [57]
• Default Login Preference [58]

• Design for Mobile [59]

• Save Email as Template [60]

• Three Text Block Tips [61]
• Content Builder Content Blocks Explained [52]

• How do I send a test email? [62]
• Email Testing Checklists
  • Download PDF [63]
  • Electronic Version [64]

Please let us know if our documentation cannot answer your question by submitting a help ticket [3].

• Recommended Audio Configuration for Five9 [13]
• Five9 Call Forwarding [14]
• Updating Greeting for Five9 [15] 

• Sending SMS Notifications [33] SMS Notification Settings [33] Bulk SMS Sends [68]