Support

How can we help?

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 articles

Relationship Management

Work with the Relationship Matrix, the Org Chart, and relationship assessments to map and manage your stakeholders.

5 articles

Sales & Account Management

Use the Sales Heat Map, assessments and scoring, Score Trending, the Action Manager, and White Space analysis.

11 articles

Templates & Reporting

Build and maintain assessment templates, translate and version them, and report on ARPEDIO data in Salesforce.

12 articles