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How the survey eligibility field works for NPS surveys
Admin Training

How the survey eligibility field works for NPS surveys

 

This document is designed for admin users. In this document, we will cover how the survey eligibility field works and how you can edit the criteria. Please note this is a formula field and you will need to understand how formulas work in Salesforce

 

 

In this course we will look at:

 

  • How to edit the survey eligibility criteria field
 

 

[pdf-embedder url=”https://www.in-gage.co.uk/wp-content/uploads/2019/07/How-to-survey-eligibility-field-works.pdf” title=”How the survey eligibility field works”]

 

 

 

How to turn on features
Admin Training

How to turn on features

 

This document is designed for admin users. In this document, we will cover turning on features for new products you have purchased. Please note this isn’t the full set up, that will be provided with specific instructions for your company

 

 

In this course we will look at:

 

  • How to turn on new features that you have purchased from the In-gage team
 

 

[pdf-embedder url=”https://www.in-gage.co.uk/wp-content/uploads/2019/03/How-to-turn-on-features-for-the-In-gage-app.pdf” title=”How to turn on features for the In-gage app”]

 

 

 

How to grant access to In-gage for support cases
Admin Training

How to grant access to In-gage for support cases

 

This document is designed for admin users. In this document, we will cover granting access to the In-gage support team for troubleshooting and support cases

 

 

In this course we will look at:

 

  • How to grant access
 

 

[pdf-embedder url=”https://www.in-gage.co.uk/wp-content/uploads/2019/02/How-to-grant-access-for-in-gage-support.pdf” title=”How to grant access for in-gage support”]

 

 

 

How to raise support cases to In-gage
Admin Training

How to raise support cases to In-gage

 

This document is designed for admin users. In this document, we will cover the key bits of info we need to help solve issues quickly as well as what we do support.

 

 

In this course we will look at:

 

  • What we need to solve the issue
  • The support email address
  • What we support in our standard and premium packages
 

 

[pdf-embedder url=”https://www.in-gage.co.uk/wp-content/uploads/2019/02/How-to-raise-a-support-case-to-In-gage.pdf” title=”How to raise a support case to In-gage”]

 

 

 

How to assign permission sets
Admin Training

How to assign permission sets

 

This course is designed for admin users to help you assign and un-assign permission sets to your users. As well as explain what the different permission sets do.

 

 

In this course we will look at:

 

  • Who needs permissions sets
  • How to assign and un-assign permission sets
 

 

[pdf-embedder url=”https://www.in-gage.co.uk/wp-content/uploads/2019/02/How-to-assign-permission-sets-v2.pdf” title=”How to assign permission sets v2″]

 

 

 

How to assign licenses
Admin Training

How to assign licenses

 

This course is designed for admin users to help you assign and un-assign licenses for your org

 

 

In this course we will look at:

 

  • Who needs licenses 
  • How to assign and un-assign licenses
 

 

[pdf-embedder url=”https://www.in-gage.co.uk/wp-content/uploads/2019/02/How-to-assign-and-unassign-licenses-v3.pdf” title=”How to assign and unassign licenses v3″]