Best Practice Guides
Access best practice training guides that demonstrate how to use the Success Community.
Get Started
Getting Started Guide (PDF document)
My Account
Functionality only available to Main Client Community users.
Main Contact Best Practices (PDF document)
Knowledge
Knowledge Best Practices (PDF document)
Services
Services Best Practices (PDF document)
Chatter
Chatter Best Practices (PDF document)
Mobile Community
Mobile Community Getting Started Guide (PDF document)
Cases
Cases Best Practices (PDF document)
Known Issues
Known Issues Best Practices (PDF document)
Ideas
Ideas Best Practices (PDF document)
Change Requests
Change Requests Best Practices (PDF document)