Administration

Administrators can configure Applied Epic for Salesforce and Epic Benefits for Salesforce to meet your organization's needs. If you are an administrator, you can easily access areas such as Reports and the Logger object by selecting the Admin Epic for Salesforce option directly from the App Launcher menu . The workflows documented in this section of the help file require administrator permissions.

Please note that all documentation provided is specific to Applied Epic for Salesforce and Epic Benefits for Salesforce. For information on standard Salesforce configuration or functionality, use the Salesforce Help option to access the Help & Training menu.