How To Videos for Admins

These help videos provide walk-through guidance on configuring Pocus, managing data, and administering your Pocus workspace.

User Management


	Inviting New Users To Your Pocus Workspace: New team member? Learn how to invite users to your Pocus workspace. Watch Now
	Adding Users To Goals: Learn how to grant your team access to Playbooks and Goals. Watch Now

Inviting New Users To Your Pocus Workspace:

New team member? Learn how to invite users to your Pocus workspace.

Adding Users To Goals:

Learn how to grant your team access to Playbooks and Goals.


	Creating a New Playbook: Learn how to add new playbooks for your team. Watch Now
	Add Columns and Actions to Playbooks: Learn how to modify the inbox view of playbook results. Watch Now
	Troubleshooting Playbooks: Learn how to resolve common playbook issues. Watch Now

Creating a New Playbook:

Learn how to add new playbooks for your team.

Add Columns and Actions to Playbooks:

Learn how to modify the inbox view of playbook results.

Troubleshooting Playbooks:

Learn how to resolve common playbook issues.


	Create a Calculated Field: Learn how to use POQL to create a calculated field. Watch Now
	Create Cross Object Fields: Need the related Account name on the User Object? Leverage POQL to create Cross Object fields. Watch Now
	Understanding Data Refreshes: Learn how data syncs to Pocus work in this primer on data refreshes. Watch Now
	Understanding Your Data: Explore where your data points are being used within Pocus Watch Now
	How To Add A Field From Salesforce: Learn how to bring in a new Salesforce field into your Pocus workspace. Watch Now
	How To Recognize And Update Signals: An introduction to Signals and how they can be leveraged within Pocus! Coming Soon!