Knowledge Base

We are able to automate many essential portions of Salesforce. Anything that you think should be automatically updated, please let us know! We are still in ...

Meridian has an organization-wide signature in place, but if you would like too personalize your signature to include your name and phone number, you can do...

You are able to send emails directly through Salesforce. Sending an Email from the Contact Record: Open the record from which you want to send the ema...

We can also send emails to Salesforce that will attach information to records with the associated email address. Under your settings --> Email -->...

For each record you can track various Activities, including sending emails, logging meetings and calls, and creating new tasks. Depending on the object reco...

Creating a Task Within Salesforce you can create tasks and reminders for yourself. You can connect them to Contacts and Accounts, and can view them thro...