BILLIONS Customer Orgs, Releases

    • SalesforceSalesforce
    • JoinbillionsJoinbillions

    Platform

    Grant Account Login Access and Change Account Login Access PermissionsHow to De-duplicate and Merge Contacts or Accounts in SalesforceExporting Salesforce dataHow to set up Salesforce authenticatorHow to use data import wizard in Salesforce

    User Customizations

    How to Set Default Record Types in Salesforce LightningHow to Disable Task Reminders

    Administrator Functions

    How to Customize Picklist ValuesHow to Create a Custom FieldHow to Enable Enhanced Email BuilderSet Up Einstein Activity Capture for BILLIONS Email & Calendar SyncHow to Create a BILLIONS SandboxCreating New UsersHow to create & refresh a sandbox in SalesforceSetting Field DependenciesAccessing Email Alert Notification Template & RecipientsGrant Account Login Access and Change Account Login Access PermissionsHow to log in as another user in SalesforceHow to Create a Custom FieldHow to delete/inactivate a User in SalesforceEnable Emails for ChatterCustomize Form LayoutsHow to Customize Values for Agreement

    Analytics (Reports & Dashboards)

    Edit the Title of a Dashboard in Lightning ExperienceSharing Reports & DashboardsEnable Emails for ChatterCreating a Salesforce ReportExport a Salesforce ReportHow to duplicate a report in salesforceHow to create a dashboard in SalesforceCreating a Salesforce Report

    BILLIONSconnect

    Setting Up Email Notifications for Chatter on BILLIONS Connect

    BILLIONSforms & BILLIONSblueprints

    Blueprint Field vs User ReferenceLocating the Enhanced Email Template BuilderCustomize Form LayoutsHow to Edit the BILLIONS New Lead Form

    BILLIONStransact

    Retail Buyer Transaction Lifecycle (Fall '23)Retail Seller Lifecycle (Fall '23)How to Create a New Transaction Party RecordHow to Customize Values for AgreementCreate a New Person with Lead Type and Buyer Template