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Combined display of all available logs of 3B Knowledge. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

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02:20, 24 October 2022 Admin talk contribs deleted page Setting up Salesforce Site/Guest Community (content was: "If you wish to share forms externally with non-salesforce users, you will need to set up a Site or Digital Experience with guest user access. ===Set Up Salesforce Site=== [https://help.salesforce.com/s/articleView?id=sf.sites_overview.htm&type=5 Salesforce Sites] enables you to create public websites and applications that are directly integrated with your Salesforce organization—w...", and the only contributor was "Admin" (talk))
02:19, 24 October 2022 Admin talk contribs created page Setting up Salesforce Site/Guest Community (Created page with "If you wish to share forms externally with non-salesforce users, you will need to set up a Site or Digital Experience with guest user access. ===Set Up Salesforce Site=== [https://help.salesforce.com/s/articleView?id=sf.sites_overview.htm&type=5 Salesforce Sites] enables you to create public websites and applications that are directly integrated with your Salesforce organization—without requiring users to log in with a username and password. You can publicly expose any...") Tag: Visual edit: Switched
02:16, 24 October 2022 Admin talk contribs created page Installing 3B Onboarding (Created page with "= Intro = 3B Onboarding is a complex application with dependencies to other 3B products such as '''3B Forms'''*(link to article) and '''3B Docs*('''link to article). We would recommend that you leave one of our engineers to install the application into your org (unless you are acquiring Salesforce through us). = Install Packages = Head over to out Change Log *(link to category) and go to the latest version of our app. Validate what other application dependencies the par...") Tag: Visual edit
07:36, 22 October 2022 Admin talk contribs created page Broadbean Integration (Created page with "Broadbean is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding") Tag: Visual edit
07:35, 22 October 2022 Admin talk contribs deleted page Broadbean integration (content was: "{{DISPLAYTITLE:Broadbean Integration}} [https://www.broadbean.com/ Broadbean] is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding {{DEFAULTSORT:Broadbean_Integration}}", and the only contributor was "Admin" (talk))
07:32, 22 October 2022 Admin talk contribs created page DaXtra Integration (Created page with "[https://www.daxtra.com/ DaXtra] is a CV parsing & searching platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding") Tag: Visual edit
07:31, 22 October 2022 Admin talk contribs created page Textkernal Integration (Created page with "[https://www.textkernel.com/ Textkernal] is a CV parsing & searching platform. 3B has an integration with the service. To learn more, contact our support team for more information.") Tag: Visual edit
07:30, 22 October 2022 Admin talk contribs created page LogicMelon integration (Created page with "[https://logicmelon.com/ LogicMelon] is a job distribution platform. 3B has an integration with the service. To learn more, contact our support team for more information. Category:3B Onboarding") Tag: Visual edit
07:28, 22 October 2022 Admin talk contribs created page Broadbean integration (Created page with "Broadbean is a job distribution platform. 3B has an integration with the service, to know more, contact our support team for more information.") Tag: Visual edit
07:18, 22 October 2022 Admin talk contribs created page Document Packs (Created page with "== '''Intro''' == A document pack is a collection of forms, contracts, assessments and even external resources, that one must complete. A '''document pack is a re-useable abstract component''' that can be assigned to one or multiple contacts/users. You can automate the assignment of document packs or you can use our pre-built distribution mechanism. == '''Creating a Document Pack''' == Navigate to the 3B Onboarding application in the app launcher and then find the “D...") Tag: Visual edit
07:11, 22 October 2022 Admin talk contribs created page Assessments Module (Created page with "== '''Intro''' == 3B Onboarding comes with a built in module that lets non-admins create auto scored and evaluated questionnaires that can be used for '''candidate vetting''', '''assessments''' and '''tests''' (including timed assessments), '''psychometric testing''', '''surveys''', '''feedback forms''' and much more. We have even noticed that some customers opt to use the assessments module to enable a guided interview process which enables recruiters to quickly add n...") Tag: Visual edit
07:04, 22 October 2022 Admin talk contribs created page Onboarding Custom Settings (Created page with "== Intro == 3B Onboarding is delivered with configurable settings under the hood that help implementers configure the application. There are two types of under the hood configuration settings – Custom Settings and Custom Metadata*** and they are both available to system administrators to configure by navigating to Salesforce Setup. == Custom Settings == Using Custom Settings, we can configure things such as default behaviour and private keys for integrations. The app...") Tag: Visual edit
05:41, 22 October 2022 Admin talk contribs created page Onboarding Plugins (Created page with "Category:3B Onboarding") Tag: Visual edit
10:55, 17 October 2022 User account Learn2use3b talk contribs was created
08:37, 6 October 2022 Admin talk contribs created page Repeatable SOQL Filters (Created page with "== Intro == Repeatable containers are containers that repeat for each record in a record set. Most often than not, this will be a child record of the contextual object == Usage == When a repeatable container is added on a template, you can set a custom SOQL filter to limit the number or type of records for the repeatable record set. == Validation == The application will validate the inputted SOQL Filter by performing an SOQL query on the contextual object with a limit...") Tag: Visual edit
08:21, 6 October 2022 Admin talk contribs created page Application Security and Data Sharing Model (Created page with "== Introduction == 3B Docs is an application designed to allow System Administrators to create document templates using a custom built WYSIWYG editor and allow Salesforce Users and Guest Users to render the templates, merged with data from Salesforce. == Application and Security Model == There are three types of users that can interact with the application: === Template Builder User === This is usually a system administrator with a Salesforce Licence === Document Gene...") Tag: Visual edit
08:19, 6 October 2022 Admin talk contribs created page Template Settings (Created page with "== Intro == You can configure and adjust the settings of a template by going to "Settings" (the cog gear icon) in the editor == Options == Template Settings allows you to configure some of the properties of the template including: * Labels for Buttons & Messages * Security and Access Settings * Template Name, and other metadata properties Category:3B Docs Features") Tag: Visual edit
07:42, 6 October 2022 Admin talk contribs created page Import Export Templates (Created page with "This is a roadmap item. Expected in Q1 2022 Category:3B Docs") Tag: Visual edit
07:41, 6 October 2022 Admin talk contribs created page Considerations for Production and Sandbox Templates (Created page with "== Intro == We have designed this application with support for Salesforce Sandboxes in order to allow you to easily test and deploy templates from a Sandbox to Production and to allow you to access templates in a Sandbox after refresh with minimal configuration. == Considerations == === Deploying from a Sandbox to Production === We are working on an Import Export functionality that will allow you to easily port and replicate templates between different Salesforce orgs...") Tag: Visual edit
07:37, 6 October 2022 Admin talk contribs created page Template Document Publisher (Created page with "== Intro == The template document publisher allows you to preview a document and get a publishing link to a document. == Usage == Although the publisher is not required, you may find it useful during the lifecycle of creating documents. Click on the eye icon ("Publish" button) within the editor to open the publisher. thumb|Publisher The publisher allows you to select a contextual object and a record within that contextual object in order to previ...") Tag: Visual edit
07:21, 6 October 2022 Admin talk contribs created page File:Publisher.png
07:21, 6 October 2022 Admin talk contribs uploaded File:Publisher.png
07:17, 6 October 2022 Admin talk contribs created page HTML Input Elements (Created page with "== Intro == HTML Input Elements are a special type of merge tag that allows document viewing users to add an input to a document. == Supported Types == The supported input types currently are: === Text Input === Text inputs allow you to request a document viewing/signing user to add any text value. === Date Input === Date input requires a user to input a valid date. === Checkbox(es) === By default, only one checkbox is rendered, however, i...") Tag: Visual edit
07:00, 6 October 2022 Admin talk contribs created page Creating and Saving Templates (Created page with "== Create new template == To create a new template, navigate to the "3B Docs" application from the app launcher (the 9 dots on the top left-hand side in the navigation bar) and go to "Templates". # Click on "New" and give your template a name and populate all other required fields. # Hit "Save" to create the template. # Hit "Edit" or go to "Builder" tab (if available) in order to view the builder interface # Add your content and either use the keyboard shortcut keys "...") Tag: Visual edit
06:56, 6 October 2022 Admin talk contribs created page Revision History (Created page with "== Intro == 3B Docs was built with Version Control baked right in its core. Every time you save a document, we will create a snapshot of the entire document in that point in time. You can then use the Revision History side panel to review changes and rewind to a specific version. thumb|Document Revisions thumb|Previous Version Revision == Previewing Previous Versions...") Tag: Visual edit
06:52, 6 October 2022 Admin talk contribs created page File:Previous Version Revision.png
06:52, 6 October 2022 Admin talk contribs uploaded File:Previous Version Revision.png
06:48, 6 October 2022 Admin talk contribs created page File:Document Revisions.png
06:48, 6 October 2022 Admin talk contribs uploaded File:Document Revisions.png
08:31, 4 October 2022 Admin talk contribs created page MediaWiki:Common.css (Created page with "CSS placed here will be applied to all skins: body { overflow-y: hidden !important; }")
03:40, 22 September 2022 User account Aaronval talk contribs was created
07:14, 11 September 2022 Admin talk contribs created page File:Collect Signature.png
07:14, 11 September 2022 Admin talk contribs uploaded File:Collect Signature.png
07:12, 11 September 2022 Admin talk contribs created page File:Sign Now Button.png
07:12, 11 September 2022 Admin talk contribs uploaded File:Sign Now Button.png
06:46, 11 September 2022 Admin talk contribs created page Electronic Signatures (e-Sign) (Created page with "Category:3B Docs Features Category:3B Docs") Tag: Visual edit
06:33, 11 September 2022 Admin talk contribs created page File:Dynamic Template.png
06:33, 11 September 2022 Admin talk contribs uploaded File:Dynamic Template.png
06:31, 11 September 2022 Admin talk contribs created page File:Template Embedded.png
06:31, 11 September 2022 Admin talk contribs uploaded File:Template Embedded.png
06:26, 11 September 2022 Admin talk contribs uploaded File:Sub Template Selector.png
06:26, 11 September 2022 Admin talk contribs created page File:Sub Template Selector.png
03:25, 11 September 2022 Admin talk contribs created page Document Contexts (Created page with "A "context" refers to the object type from which we are creating instructions to pull data from. When creating a template, only a single "main"/ "core" context can be applied. == Intro == When creating Templates, you have the option to select a "Context Object" and a "Merge Object". These two selects will drive what fields and options you have access to. == Context Object == thumb|Context Object selector in template editor The "C...") Tag: Visual edit
03:11, 11 September 2022 Admin talk contribs created page File:Nested Objects.png
03:11, 11 September 2022 Admin talk contribs uploaded File:Nested Objects.png
02:48, 11 September 2022 Admin talk contribs created page File:Merge Object.png
02:48, 11 September 2022 Admin talk contribs uploaded File:Merge Object.png
02:36, 11 September 2022 Admin talk contribs uploaded File:Context Objects Selector.png
02:36, 11 September 2022 Admin talk contribs created page File:Context Objects Selector.png
07:01, 3 September 2022 Admin talk contribs created page Document Traces (Created page with "Category:3B Docs") Tag: Visual edit

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