Arkus, Inc.

Financial Services Cloud: Adding Custom Financial Accounts

by Scott Searle — published Mar 08, 2019 — last modified Jun 05, 2019 05:25 PM — filed under: Blog, Record Types, Admin Tips, Financial Services Cloud

The Financial Services Cloud comes with several standard record types for tracking financial accounts, but adding custom record types and displaying them on ...

Located in Archive / 2019

Financial Services Cloud: Adding Custom Financial Accounts

Pardot Tags and why you Should use Them

by Samantha Safin — published Mar 12, 2019 — last modified May 08, 2019 05:37 PM — filed under: Blog, Pardot, Marketing, Admin Tips

Pardot tags are a sometimes overlooked tool in Pardot, but they can be used to organize your marketing data and gain more insights from your content and ...

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Deactivating a Salesforce System Administrator

by Peter White — published May 10, 2019 — filed under: Blog, Admin Tips, How-To, Lightning

Here's what to do when you need to deactivate a Salesforce System Administrator in Lightning and set up a new one.

Located in Archive / 2019

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