Knowledge Base

Introduction to Salesforce 6

• Meridian Home Page
• Terminology of Salesforce
• About Record Types
• Tips on Searching in Salesforce
• Entering Information Into Salesforce

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Accounts and Contacts 3

• Accounts
• Contacts
• Entering New Accounts and Contacts into Salesforce

Campaigns and Opportunities 4

• Campaigns
• Campaign Members
• Creating Campaign Members (Adding Contacts to a Campaign)
• Opportunities

Projects and Project Connections 5

• Projects
• Project Visitors
• Project Contacts
• Resources
• Itineraries

Reports, Dashboards, and List Views 3

• Reports
• List Views
• Dashboards

Automations, Emails, Activites, Tasks, and More 6

• Automations
• Setting Up Your Email Profile
• Emailing from Salesforce
• Emailing to Salesforce
• Logging Calls, Meetings, and other Activities

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