Admin Certification: Catalyst basics

edited January 2023 in Admin Certification

Transcript:

Before diving into the trainings, we want to take a quick pause to orient you to the platform. For most Catalyst users, the clicks and workflows become second nature, but we also understand any new platform requires some getting used to!

As we highlighted, Catalyst ultimately acts as a rich data source for your teams. Thus, it’s important to understand the general data structure before diving into the UI. At a base level, we house records of objects that you bring over from Salesforce, as well as two native ones that

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