Knowledge

Follow these instructions to configure Magentrix for your Salesforce Org....

Salesforce Files simplifies document management within Salesforce, offering a central hub for storing, sharing, and collaborating on files. This article will guide you through the necessary steps to prepare the environment and configure Salesforce Files in Magentrix, as well as how to troubleshoot any issues you may encounter....

Data Usage Disclaimer for Magentrix's AI-Search Optimization feature....

To better manage portal users' access to Magentrix, we've introduced the Magentrix Portal User Options for HubSpot. This feature allows internal HubSpot users to manage portal users through their HubSpot contact without logging into Magentrix as an administrator, reducing steps and improving response time for timely user provisioning and management....

The Magentrix Portal Options for HubSpot allows your employees to manage portal users within HubSpot. Follow these instructions to configure the HubSpot contact layout with these tools....