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Guides and how-tos for the ARPEDIO platform on Salesforce — from installation to daily use. Clients can log in for release notes.
Getting Started & Admin
Install and update the ARPEDIO packages, manage licenses and permission sets, and add components to your record pages.
6 articlesRelationship Management
Work with the Relationship Matrix, the Org Chart, and relationship assessments to map and manage your stakeholders.
5 articlesSales & Account Management
Use the Sales Heat Map, assessments and scoring, Score Trending, the Action Manager, and White Space analysis.
11 articlesTemplates & Reporting
Build and maintain assessment templates, translate and version them, and report on ARPEDIO data in Salesforce.
12 articles