Resources

Need help with Salesforce?

For more detail, browse our documentation on Salesforce, the platform that powers IU CRM. It's listed by user experience level, functional role, or by common topics.

Most information comes from Knowledge Base (KB) resources, which are restricted to IU staff and require IU CAS login to view. Click the green  Log in button in KB if the article remains hidden.

Updates

The IU CRM Initiative is updating IU's Salesforce resources.

New documents, videos, and guides will become available on this site as we produce them. Look for an asterisk (*) identifying the latest resources so you’ll always be up-to-date with recent changes.