Salesforce - UW-Madison, Strategic Partnerships

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1. Terminology
   
2. Logging in to Salesforce
   
3. Best Practices
   
4. Quick Start Guide
   
5. Corporate Giving Lifecycle
   
6. User Account Requests
   
7. Responsible Use and Data Maintenance Statement
   
8. Naming Conventions
   
9. Creating and Managing Leads
   
10. Recommended Engagement Tasks
    

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Most Recently Updated Documents

1. Corporate Giving Lifecycle
   
2. Responsible Use and Data Maintenance Statement
   
3. User Account Requests
   
4. Terminology
   
5. Recommended Engagement Tasks
   

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