Administering Socialsuite

20 Feb,2019 Socialsuite Admin

This course is designed for Admin users looking to Administer Socialsuite.

Course Content

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Adminstrator Overview 1 Topic

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Accessing Socialsuite

Managing Socialsuite Users 10 Topics

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Socialsuite User Types

Creating a Socialsuite User

Permission Sets / Permission Set License Assignments

Managed Package License

Editing a Socialsuite User & Reallocating Licenses

Changing your password

Resetting User Passwords

Updating a User Email Address

Granting 3rd Party access

Login Access Policies

Adding and Updating Logo’s 2 Topics

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Adding and Using Images or Logos

Setting the logo on the ‘No Surveys to Complete’ Page (Classic Templates Only)

Email Templates 4 Topics

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Emails Templates and Letterheads Overview

Create an Email Letterhead

Create an Email Template

Testing an Email Template

Metadata / General Settings 3 Topics

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Find the Account ID for a Registration Page

Metadata – Auto Accounts

Survey Skip Logic

Updating the Object Model 6 Topics

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Additional Fields in Socialsuite.

Adding/Updating a Contact field

Updates to Permission Sets

Creating Registration fields

Updates to the Report Types

Updates to the Analytics Dataflow