ADM 211: Process Automation

Workflow Rules Many of the tasks you normally assign, the emails you regularly send, and other record updates are part of your organization’s standard processes. Instead of doing this work manually, you can configure workflow rules to do it automatically....

ADM 211: Reports and Dashboards

Standard Reports Account and Contact Reports Use account and contact reports to learn about active, neglected, or new accounts, as well as accounts by account owner or partner. The two standard contact reports let you create a mailing list of contacts or track...