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CA:SalesforceCommunity: Difference between revisions
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→Navigate the CA Community in Salesforce
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# Contacts | # Contacts | ||
#* Click on "Contacts" tab, then in "View:" select "All Contacts" and click on "Go!". Click on the Name to view the contact record. | #* Click on "Contacts" tab, then in "View:" select "All Contacts" and click on "Go!". Click on the Name to view the contact record. | ||
#* Note: If any of the contact information for your CA needs to be updated, then send email to Kathleen. CA Community licenses do not enable the CA to directly modify their contact data. | |||
# Reports | # Reports | ||
#* Click on "Reports" tab, then click on the "CA Community Reports" link along the left column, then click on one of the reports in the list. Whenever you click on the "Reports" tab it will list the reports that you have recently viewed. You will need to click on the "CA Community Reports" link to see all of the reports that are available to you. | #* Click on "Reports" tab, then click on the "CA Community Reports" link along the left column, then click on one of the reports in the list. Whenever you click on the "Reports" tab it will list the reports that you have recently viewed. You will need to click on the "CA Community Reports" link to see all of the reports that are available to you. | ||