Top Salesforce questions answered
|Knowledge Article Number||000213488|
Got an issue? Check out the following videos, help topics and other content that address some of the most common questions and challenges.
Summer '15 release resources
Release details - Access to release notes, and a preview of the Summer '15 release to help you better understand the impact to your business.
Get up and running
Import data - Learn how to use our built-in tools to get your critical data (accounts, contacts and leads) into Salesforce.
Add and manage users - Learn how to add single and multiple users to Salesforce.
Create reports and dashboards - A wealth of information, including a video series on setting up and using reports, dashboards and report builder.
Create custom fields (video)
Need help logging in? - If your users can't sign in, send this this helpful video to get them on their way.
Set up workflow rules and approvals
Create a workflow rule - Get step-by-step help on setting up a workflow rule.
Troubleshoot workflow (video) - Figure out how to fix common issues, like if your workflow isn't working as expected.
Time triggers and time-dependent considerations - Learn how to create a time-based rule.
Access email from a lookup field (video)
Process Builder limits and considerations - Before you get started with processes, make sure you understand the limits and considerations.
Need help Getting Started? Go to www.salesforce.com/gettingstarted to access live webinars, videos, set- up series and more!