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Beginner

Getting Started - Part 1 (FD01)


Description

In this course, we briefly introduce FinDock, key concepts and terminology. Then we walk through a simple installation of FinDock. This course requires basic Salesforce admin knowledge and assumes you have a developer or sandbox org.


If you run into technical issues with setting up or using FinDock, please contact FinDock Support (support@findock.com).

Content
  • Unit 1 - What is FinDock?
  • Unit 2 - The FinDock Platform
  • Unit 3 - Extending Salesforce CRM
  • Unit 4 - Setting Up FinDock
  • Feedback - Getting Started Part 1
Completion rules
  • All units must be completed
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