Enterprise CRM

This Self-Help Guide may change as more users onboard to the Enterprise CRM platform. Instructions provided are intended to assist in explaining and navigating the current functionality but we'd like it to evolve to fit your needs! Use the Feedback option at the bottom of this page or a specific set of instructions to let us know things you'd like to see.

Not seeing some functionality listed but think you want to use it? Contact your Internal CRM Support team so that they can work with you on ensuring the functionality is the best fit for your intended business purposes.

Items marked with * may require special or manager level access.

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Get Started with Salesforce

Privacy and Sharing

Understand Privacy Settings
Understand Sharing

Access Salesforce

Log in for the First Time
Troubleshoot Login Issues
Navigate Salesforce Tabs
Tips for New Users
Use the Global Search Bar
Find Your Personal Settings
Martin - Our Full Sandbox Environment

Customize Salesforce

Customize Your Pages
Customize Your Tabs
Create Views

Create Email Templates

Merge Fields Overview
Considerations for Using Merge Fields in Email Templates
Create HTML Email Templates
Create Text Email Templates
Create Custom HTML Email Templates
Manage Email Templates

Use Chatter

Set Up Your Chatter Profile
Post Visibility
Replying to Chatter Email Notifications
@Mention People and Groups in Posts and Comments
Follow Records
Viewing Record Feeds
Chatter Groups

Application User Guides

Tutorials for Cirrus Insight
This leads to a Cirrus page with relevant Salesforce Tutorial Links

Submit Internal Cases

Create an Internal Support Case
Verify a Case in Martin
Verify a Case in Production

Work with Records

Create Activities

Create a Task
Create an Event
Add a Google Doc
Add a Note
Add an Attachment
Log a Call
Send an Email

Work with Public Records

Manually Create a Contact record
Manually Create an Organization Record
Bios Record Types
Create Bios

Work Privately with Reserved Data Records

Reserved Contact Data
Manually Create Reserved Contact Data
Reserved Organization Data
Manually Create Reserved Organization Data

Work with Leads

Manually Create a New Lead
Use Find Duplicates on Leads
Convert Leads

Work with Opportunities

Manually Create an Opportunity
Manage Opportunities

Work with Tags

Manually Create Tags
Add New Tag Assignments

Work with Interested Parties

Manually Create a New Interested Party record
Add Interested Party Assignments, Users, and Change record Owners

Work with Reports and Data

List Views

Create Views

Reports and Dashboards

Choose a Report Type
Choose a Report Format
Create a Report
Using the Drag and Drop Report Builder
Customizing Reports
Report Fields
Group Your Report Data
Keep Working While Your Report Preview Loads
Summarize Your Report Data
Work with Formulas in Report Builder
Filter Report Data
Getting the Most out of Filter Logic
Filter Operators
Example: Report on Related Objects with Cross Filters
Create a Salesforce Classic Dashboard
Save Your Report
Subscribe to Get Report Notifications