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Salesforce is implementing security changes that are going to impact Salesforce orgs including Elements clients starting this month.
This article includes the impact and what steps to taketo prepare before they're enforced.

Clients will need to implement and use Microsoft Graph to connect between Salesforce and Exchange Online. To learn more about this and what is required, click here.
Clients will need to implement domain verification. To learn more about this and what is required, click here.
 

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Home > Elements Training > Elements University - Learning Paths > Intermediate Learning Path
Intermediate Learning Path
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Apr 10, 2024

Continue your learning journey with the Intermediate Learning Path. Let's dive into reviewing your data! Learn how to use List Views, Reports, and Dashboards to help you sort, filter, and understand your data.

Below you will find both articles and videos for your learning journey.

Articles

 

Reports

 

Dashboards

 

More Dashboards & Reports

 

Create Your Own List Views

 

Continue to the Advanced Learning Path here!

Videos

 

Reports

 

Dashboards

 

More Dashboards & Reports

 

Create Your Own List Views

 

 

 

 

Elements can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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