Training and guides
Learn Hank
Short, practical guides for the people who use Hank, the admins who set it up, and the people who manage the account.
- For everyone who uses HankHow to use Hank in SalesforceAsk questions in plain language, get short answers with proof, and approve any change before it happens. This guide covers everything a Hank user needs.
- For Salesforce adminsSet up Hank in SalesforceInstalling and connecting Hank takes about 15 minutes. Start in a sandbox, check that everything works, then connect production.
- For account owners and billing contactsManage your Hank accountThe Visios portal is where you manage your plan, check usage, connect Salesforce, and handle billing.
- For Salesforce admins and team leadsSalesforce data cleanup checklist25 practical checks for cleaner Salesforce data, grouped by the problems that slow teams down most. Work through one group at a time, before a campaign, a report, a handoff, or a leadership review.