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Salesforce Admin Guides

Salesforce Config

  • Set Up Litify on Mobile
  • Mass Edit Records from a List View
  • Why can't I see related lists?
  • Reply, Reply All, and Forward Emails
  • Track Your Marketing Spend and ROI with the Marketing Spend Dashboard
  • Create an "Add Task" Quick Action on a Custom Object
  • Workflow Rules and Total Emails Field on Intakes Best Practices
  • Make Fields Private with Field-Level Security
  • Mass Delete with Data Loader
  • Create a Custom Record Page
  • Edit the Layout for Adding Activities
  • Create an Email Template
  • Set up Chatter on Litify
  • Send an Email from a Record
  • Clone a Compact Layout and Customize It
  • Create a New List View
  • Add Related Lists to a Page Layout
  • Change the Default Notification Settings on Tasks
  • Expiring Certificate Notification
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