PeopleImport Training

Validity Public Training - PeopleImport
This session takes a typical trade show list and imports it into Salesforce using PeopleImport. Topics Covered: Tips for preparing your data for import Field Formatting: ensure zip codes don’t lose a leading zero and phone numbers aren't conver...
PeopleImport Profile Permissions
PeopleImport DOES NOT require the Modify All Data permission to access the tool. For full product capability a User should have Read, Edit, and Create permissions for the Account, Contact and Lead objects. If a user does not have all of these perm...

We are excited to announce the latest in customer training for the Everest Platform. Starting June 5, we will begin offering daily, 30-minute training sessions on the core modules of the Everest Platform detailed below. Led by our email experts, each of these short sessions will provide an overview of the module’s capabilities, allowing you to ask questions and ensuring you get the most from your Everest subscription. Whether you are new to Everest, or an experienced user who isn’t taking advantage of all it has to offer and would like to learn more, this training series is for you!

PeopleImport Training

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New Everest Training Series