Knowledge

In order to better manage the access of your portal users to Magentrix. We have introduced the Magentrix Portal User Options for Salesforce to enable your internal Salesforce users. With this feature, you can manage your portal users through their Salesforce contact without having to log in to Magentrix as an administrator....

The Magentrix package for Salesforce installs new components and attributes. For some features to be enabled, you will need to manually make changes in your Salesforce instance....

A community user’s Magentrix LMS course progress can be tracked through their contact record’s page layout in your Salesforce environment. You can also view their certification status, start dates, completion dates, and compliance expiration dates....

In order to maintain your Service-Level Agreements, you will need to address queries accurately and on-time with relevant resources. We have introduced the Magentrix ‘Article Search in Salesforce’ feature to enable your internal Salesforce users....

Information about why custom field labels and Help Text applied to a field in Salesforce or Dynamics are not updated in Magentrix when the object is refreshed....