Post Install - Admin Setup / End User Experience (8)

Step-by-step instructions and best practices for Salesforce admins and power users. Learn how to configure, customize, and optimize your AppSavvy solutions with ease. Whether you're setting things up for the first time or fine-tuning advanced features, these guides have you covered.

Post Install - Getting Started Admin Setup Steps

Created by Mike Johnson, Modified on Sat, Jun 7 at 2:49 AM by Mike Johnson
Using Record Types to Define Your Milestone Template Criteria

Created by Mike Johnson, Modified on Sat, Jun 7 at 2:47 AM by Mike Johnson
Security / Permission Set Setup

Created by Mike Johnson, Modified on Sat, Jun 7 at 2:40 AM by Mike Johnson
Video Tutorial - Setting Up Your First Template

Created by Mike Johnson, Modified on Sat, Jun 7 at 2:31 AM by Mike Johnson
Adding Key Fields - "Expected Value"

Created by Mike Johnson, Modified on Thu, Jun 5 at 3:35 PM by Mike Johnson
Setting an "Expected Value" (and Workaround for Multiple Acceptable Values)

Created by Mike Johnson, Modified on Tue, May 6 at 11:44 AM by Mike Johnson
Activity Tracker - Walkthrough Video: Defining Your High Value Activities

Created by Mike Johnson, Modified on Fri, Apr 18 at 10:47 AM by Mike Johnson
DMM User Experience - How to Use the Dynamic Milestone Manager

Created by Mike Johnson, Modified on Wed, Jun 4 at 11:50 AM by Mike Johnson