Administering Troops

If you're the one setting up Troops for your team!

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12 articles in this collection
Written by Scott Britton, Greg Ratner, Brittany Parkinson and 1 other

Intro to Tags - Creation and Management

Organize your workflows with tags so that you can easily filter and search through workflows.

Written by Greg Ratner
Updated over a week ago

Getting your team on Troops

How to invite your team to create accounts

Written by Brittany Parkinson
Updated over a week ago

What is Troops?

Is Troops SOC II compliant?

Written by Brittany Parkinson
Updated over a week ago

What to know before getting started

Answers to common setup, compatibility, pricing, and security questions

Written by Brittany Parkinson
Updated over a week ago

Connecting Salesforce to Troops

Common questions and troubleshooting

Written by Brittany Parkinson
Updated over a week ago

Enabling API Access in Salesforce

If Troops is still giving you an API error when connecting to SFDC, make sure it is enabled if you know you have access.

Written by Scott Britton
Updated over a week ago

How is Troops Different from the Slack, Salesforce Integration?

Written by Scott Britton
Updated over a week ago

Using Troops?

Approvals FAQ

Written by Meagan Jaskot
Updated over a week ago

Feature FAQs

Answers to common product questions

Written by Brittany Parkinson
Updated over a week ago

Displaying fields from referenced objects on Workflow Alerts

Commonly asked questions

Written by Brittany Parkinson
Updated over a week ago

Why isn't the Slack Group I want to connect appearing?

Any Slack groups you are signed into on your browser will appear when connecting

Written by Brittany Parkinson
Updated over a week ago

Requesting Approval for Troops Slack Integration

How to install the Troops Slack bot if you are unable to connect

Written by Brittany Parkinson
Updated over a week ago