Skills & Certificates
Articles related to Skills and Certification
Setting Up a New Document in the Org Navigate to the Document Flow Template Object and click the New button, Enter Document Details Document Name: E...
Tue, 25 Mar, 2025 at 11:53 AM
Once you submit a certification request, the details will appear under the "Approvals" sub-tab of the "Credit Requests" tab. Your Ma...
Fri, 17 Jan, 2025 at 4:54 PM
To apply for a Document Go to the Credit Requests Tab, You see the following sub tabs: Start My Requests Recommendations Approvals Apply for a ...
Tue, 25 Mar, 2025 at 12:25 PM
Yes, all users will have access to all the certificates, they can check and apply for any certificate.
Thu, 9 Jan, 2025 at 1:03 PM
To enable the option of attaching files while requesting a certificate, follow these steps: Go to the Document for Flow Template object in your system an...
Wed, 8 Jan, 2025 at 4:41 PM
The Credit Requests tab provides the following functionalities: Request/Apply for a new certificate. View all the certificates you have requested, Appro...
Thu, 9 Jan, 2025 at 12:47 PM
When the user applies for a document, as a Manager you see it in the Approvals sub-tab of the Credit Requests tab. To approve the documents Go to ...
Tue, 25 Mar, 2025 at 12:28 PM
By default, a Reporting Manager of the user can approve the user documents. Alternatively, you can create groups in Salesforce and assign them as Approv...
Tue, 25 Mar, 2025 at 12:32 PM
You will receive an email notification when the Certificate is Approved or Rejected. To ensure these emails are sent, your Manager must include the emai...
Wed, 12 Feb, 2025 at 1:36 PM
Simply add the email details while creating the certificate document and save it. This ensures that users receive an email notification when their certifica...
Wed, 12 Feb, 2025 at 2:15 PM