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In 2026, development was done to create populating specific links for students as well as counselor specific links for students under Academic Warning to create appointments. A screen flow was created in Salesforce to allow Academic Counselors to quickly review and update the records in Salesforce. This article is designed for Academic Counselors working in Salesforce.

An overview for viewing Campaign Member data in the Salesforce Campaign object via the Communication List Management app, used by former Lyris users in Salesforce. A Campaign record is a collection of Campaign members, individuals or corporation contacts.

An overview for viewing data in Salesforce Campaign object via the Communication List Management app, used by former Lyris users in Salesforce. A Campaign record is a collection of Campaign members, individuals or corporation contacts.

Be aware of phishing attacks involving Salesforce and Salesforce Data Loader

With Summit Events Version 0.37.0.2 (release in August 2025), users need to make Images public before utilizing in Rich Text Fields and expecting registrants to see Images within Summit Events Registration pages.

Information about Apsona, a data management suite of products used within the Salesforce platform.

Instructions for signing into ScheduleOnce and syncing it with your Salesforce account and Outlook Calendar

Provide insights on how Placement Exams appear within the Salesforce Student Portal during O&R sign-up time.

This article provides an explanation of O&R Summit Events, filters and options and could help with troubleshooting.