Schoolworks
Schoolworks Knowledgebase
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Schoolworks Knowledgebase
Getting Started
System Navigation
System Structure & Key Concepts
Student Registration
Enrolments & Bookings
Group Enrolments
Academics
Accommodation
Finance
Sales & Marketing (Schoolworks)
Sales & Marketing (Sales Cloud)
Reports & Dashboards
Online Booking System
Online Test System
Teacher Portal
Student Portal
System Administration
Configuring Services & Price Items
Document Templates
•
Email Templates
User Management
Integrations
Miscellaneous System Configuration
•
DKIM and SPF Email Credibility
Release Updates
Schoolworks Knowledgebase
View
Tree
DEFAULT
Title - A to Z
PAGES
Schoolworks Knowledgebase
Getting Started
System Navigation
System Structure & Key Concepts
Student Registration
Enrolments & Bookings
Group Enrolments
Academics
Accommodation
Finance
Sales & Marketing (Schoolworks)
Sales & Marketing (Sales Cloud)
Reports & Dashboards
Online Booking System
Online Test System
Teacher Portal
Student Portal
System Administration
Configuring Services & Price Items
Document Templates
•
Email Templates
User Management
Integrations
Miscellaneous System Configuration
•
DKIM and SPF Email Credibility
Release Updates
System Administration
Configuring Services & Price Items
Services & Price Items Overview
What is a Service?
Copy Service Function
Service Dates
Service Option Types and Service Options
Finance Group (services)
What is a Price Item?
Prices
Agent Commissions
Price List Management
Price List & Price List Group Picklists on Account Screens
Configuring Service/PriceItem for Partial Invoicing (Instalments)
Document Templates
Google Drive Integration
Document Template Branding
Creating a New Document Template
Editing Existing Document Templates
Doc Apex Tables
Creating Static Document Records
Formatted Reports
How to remove Header and footer from Google Docs
Auto Document Creation
Email Templates
User Management
User Licenses, Profiles, Permissions, Roles & Public Groups
User License Comparison - Schoolworks & Sales Cloud
MFA Access to Salesforce and lost/replacement device
Reset Customer Experience User Password
Integrations
Sales Cloud Integration
SMS Text Messaging
Jitterbit Dataloader
Calendly
Pardot
Pardot Lightning Email Builder
Miscellaneous System Configuration
Creating a Language Record
System batches
School Holidays
Status Flags
Adjusting/Defaulting IT Lesson Durations
Setup or Renew a CA Signing Certificate
Custom Domain SSL Certificate - New and Renewal
Student ID Card Printing Troubleshooting
Online Booking System Activation
DKIM and SPF Email Credibility