Which Guide Do I Need? - PosiPay
- Jhetah Mae Leornas
- January Abigail Ardiayon
- Dale Brown
- Angela Jann (Unlicensed)
Our product information caters for different audiences and purposes, so choose the guide/s that is right for you.
Guide Name | Description | Audience |
|---|---|---|
Setup Guide | Includes:
Go to Setup Guide | Salesforce Admin |
Configuration Guide | Covers configuration settings catering to different business cases. These settings can be altered later, but giving it some solid thought at the outset is recommended. Go to Configuration Guide | Salesforce Admin |
Reference Documentation | Covers detailed information on all assets included in PosiPay such as an Object list, page layouts, flows, and other assets that have been specifically designed for various business cases. Whether you're a new user or an experienced one, this guide will help you understand the functionalities of each asset and how to utilise them to their fullest potential. Go to Reference Documentation. | Salesforce Admin Technical audiences |
User Guide | Helps users on a practical level to understand PosiPay's capabilities. Go to User Guide | General staff |