Course curriculum

    1. Table of Contents

    2. Fonteva Product Suite

    3. Fonteva Applications & Tabs

    4. Quick Tour of the Fonteva Apps & Tabs

    5. Feedback

    1. Table of Contents

    2. Profiles and Licenses Overview

    3. Fonteva Profiles and Salesforce User Licenses

    4. License Information for Implementing Fonteva

    5. Assigning and Managing Profiles

    6. Creating User Records

    7. User Profiles and Salesforce Licenses Overview Video

    8. Feedback

    1. Table of Contents

    2. Accounts and Contacts Overview

    3. Navigate to an Account Record

    4. Account Record Page Overview

    5. Fonteva Custom Account Fields

    6. Account Related Lists

    7. Navigating to a Contact Record

    8. Contact Record Page Overview

    9. Fonteva Custom Contact Fields

    10. Contact Related Lists

    11. Additional Learning Resources

    12. Feedback

    1. Table of Contents

    2. Fonteva Packages

    3. How to Access the Fonteva Package Apps

    4. Fonteva App Pages

    5. Spark (Framework) App

    6. Engage App

    7. Charge App

    8. Assemble (Events) App

    9. Engage – Member Community App

    10. Rapid Order Entry App

    11. Lightning Lens App

    12. Fonteva Services App

    13. Join Processes App

    14. Directories (Member) App

    15. Directories App (Newest Version)

    16. DonorNation App

    17. Program Management App

    18. Bulk Price Rules App

    19. Fonteva Packages Overview Video

    20. Feedback

    1. Installed Packages

    2. Installed Packages Overview Video

    3. Fonteva Objects Overview

    4. Form Object Breakdown

    5. Event Object Breakdown

    6. Event Items and Registration Flow Overview

    7. Membership Object Breakdown

    8. Membership Join Process Flow

    9. Item Object Breakdown

    10. Sales Order Object Breakdown

    11. Rapid Order Entry Process Flow

    12. Community Group Object Breakdown

    13. Business Group Object Breakdown

    14. Feedback

About this course

  • Free
  • 59 lessons
  • 0 hours of video content