Updating/Deleting Existing Users
All users have the ability to change their own password. This setting can be found under the Account Settings tab. Administrators also have the ability to change other users’ passwords, change user account types, and delete users. (Also found under Account Settings.)
To edit a user as an Administrator, select the user you wish to edit from the drop down at the top. When the Administrator account is selected only the “Change Password” option will show. For other users you will see other options as in the image below:
Saving and Deleting Bookmarks
Saving a Bookmark On every report page you will see a button in the top right that says “Add Bookmark”. Clicking this button will bring you to a pop up screen that will ask you to name the report that you are saving. The Bookmark will save all ...
Deleting previously synchronized campaigns
Administrator permissions are required to remove Email Campaign tracking data from the Email Campaigns and the Contacts/Leads. Each data record in Salesforce is a minimum of 2k. This can mean that previously synchronized complete/old email campaigns ...
OpenMoves for Salesforce - Email Campaigns
The Email Campaigns tab displays the list of Email Campaigns available to the current user along with a variety of status information about each campaign. All Email Campaigns are created using Email Studio or directly in the Marketing Automation ...
OpenMoves for Salesforce - Configuration
Summary The 'Configuration' tab can be used for the update, account linking and configuration of the connector. The tab is usually restricted to administrator users and may not be visible to the majority of users. If and when there's a system ...
OpenMoves / PipeDrive Connector - Setup - Finding Your OpenMoves API Key
Below are the instructions to locate and set up your OpenMoves API key to complete your integration. Log in to your OpenMoves Account Click the settings button on the bottom left corner of your screen and select "Access". Click the "API Users Tab, ...