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  1. Propel
  2. Getting Started

Getting Started

Articles to help you get started with Propel!

Setup and Configure a New Propel Org

  • Start Here - Setup and configure a new Propel Org
  • Install the Propel managed package
  • Enable Chatter
  • Load the approval process with Workbench
  • Turn on Export and Import
  • Clone Propel permission sets
See all 18 articles

Propel Basics

  • Propel Community Guidelines
  • Propel Administrator Training and Best Practices
  • Supported Browsers
  • Login and Launch Propel
  • Use Chatter to collaborate with colleagues
  • Customize your navigation bar tabs
See all 8 articles

Propel Setup and Configuration

  • Assign Propel Permission Sets
  • Assign Propel to users
  • Create a Phase Transition
  • Remove a Propel License from a User Account
  • Assign a Propel License to a User Account
  • Create a Salesforce User Account
See all 25 articles

Salesforce Platform Basics

  • Data, File Storage, and File Size
  • Salesforce Security & Encryption
  • Salesforce Blog Post & Videos on Security
  • Salesforce Platform Encryption FAQs
  • Data Backup and Archiving FAQs
  • 21 CFR Part 11 on Salesforce Platform

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