Marketing Toolkit

Getting Started: New User Training for Marketing Toolkit

Log In! Welcome to the Marketing Toolkit Step 1: Type this url into your browser: http://wharton.my.salesforce.com/ (Feel free to bookmark...

How to Create or Access an Account

How to create or access accounts in the Marketing Toolkit Accounts are Company’s or Businesses in the Marketing Toolkit. Creating...

How to Create or Access a Contact

How to create or access contacts in the Marketing Toolkit Creating contacts is an everyday occurrence. With this tool, you...

Best Practices: Selecting Contact Roles

MarComm: Case Management Overview

Once you are logged in to Team:MarComm in the Marketing Toolkit, you are presented with the Toolkit Dashboard. The Dashboard...

MarComm: Case Management – Updating Cases

Case Details Cases are created by contacts when they submit a Marketing Technology Support form. When the Marketing Technology Support...

MarComm: Using Internal Business Forms Overview

Once you are logged in to Team:MarComm in the Marketing Toolkit, you are presented with the Toolkit Dashboard. The Dashboard...