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
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
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