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Editing Dashboards on the Salesforce Home Page

Editing Dashboards on the Salesforce Home Page

Editing Dashboards on the Salesforce Home Page

Jump to a section Enter Lightning App Builder Select or Replace the Dashboard Save and Activate Best Practices Troubleshooting Overview...

2 min read

Setting Up Custom Domains for Your 8020CRM Experience Cloud Site

Setting Up Custom Domains for Your 8020CRM Experience Cloud Site

Setting Up Custom Domains for Your 8020CRM Experience Cloud Site

Overview A custom domain gives your 8020CRM Experience Cloud site a branded, easy-to-remember web address. Instead of sending users to a...

2 min read

Managing Permission Sets and Profiles in 8020CRM

Managing Permission Sets and Profiles in 8020CRM

Managing Permission Sets and Profiles in 8020CRM

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Salesforce Setup Step 2: Navigate to Profiles and Permission...

3 min read

Creating Custom Rehab Levels in 8020CRM

Creating Custom Rehab Levels in 8020CRM

Creating Custom Rehab Levels in 8020CRM

Jump to a section Overview Before You Begin Why It Matters Step 1: Access Rehab Level Settings Step 2: Understand Default Rehab Levels...

2 min read

Customizing 8020CRM from Salesforce Setup

Customizing 8020CRM from Salesforce Setup

Customizing 8020CRM from Salesforce Setup

Jump to section Overview Before You Begin Why It Matters Access the Salesforce Setup Menu Use the Quick Find Box Open the Object Manager...

2 min read

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