Knowledge Base

To access Salesforce, visit https://meridianinternational.lightning.force.com/lightning/page/home  Your Salesforce login details were sent to your Mer...

Salesforce is, at it's very base level, a giant spreadsheet with multiple columns, rows, and sheets. It can be so much more, as we will demonstrate, but...

  Each object (Accounts, Contacts, etc.) have different Record Types. When you create a new record, you will be prompted to select a record type for your n...

The Search toolbar allows you to lookup information in the database, across all Objects. Note: Search should always be your first step before entering any ...

If you believe you should be able to add or edit information in Salesforce and you cannot, please let your System Administrator know. Entering New Accou...

Sometimes we need to add a lot of information into Salesforce at one time, and it would be more efficient to have someone upload that data in one batch, rat...