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About MyBiz

Get Started with MyBiz

Initial Setup for Administrators
Initial Setup for Individuals

Use MyBiz Admin Center

Settings
System Auditor
Subscription Report
Use MyBiz End User Portal or Teams App or Salesforce App

Books

Create and Manage Folders
Create and Manage Books
Create and Manage Sheets
Add MyBiz Book Widgets to Salesforce
Sales
Appendix A - Supported Formulas
Appendix B - Supported Shortcut Keys
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    #Books

    MyBiz allows you to view and manage your Salesforce data via books. Refer to the following sections to manage your Salesforce data in books.

    • Create and Manage Folders
    • Create and Manage Books
    • Create and Manage Sheets
    • Add MyBiz Book Widgets to Salesforce
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