Data with Zoe
Unify All Your Data
Set Up: Data Cloud with Zoe
- Add, Edit, and Delete Team Member Roles
- Add, Edit, and Delete Team Member Permissions
- Add, Edit, and Delete Team Members
- Dashlets: Editing, rearranging & deleting
- Dashlets: Creating Dashlets
- CSV Upload - Unicode Characters
Custom Fields
- Files Type Fields: File Upload Size
- Custom Fields Overview
- Add Custom Fields
- Edit a Custom Field
- Reorder Custom Fields
- Hide a Custom Field
Contacts & Companies
- Add Contacts
- Edit Contacts
- Archive Contacts
- Contact Groups
- Contact Group Filter Types
- Perform an Action on Multiple Contacts
Automations
- Automations Overview
- External HTTP Requests
- Add an Automation
- Edit an Automation
- Pause an Automation
- Cancel an Automation'
API and Integrations
Custom Objects and Entities
- Custom Objects Overview
- Custom Objects: Change Stage Destination
- Add a Custom Object (Standard Object)
- Edit a Custom Object (Standard Object)
- Delete a Custom Object (Standard Object)
- Add Custom Object (Workflow/Pipelines)