EqualTo Knowledge Base

Organization Administration

• Azure Authentication
• Okta Authentication
• Organizational Settings
• Logs
• Organization Permissions
• Users and team adminstration

Data Connections

• Integrating Salesforce and EqualTo
• EqualTo SQL
• Data Tables
• Data Connections

Plan Administration

• Invalid Results
• Pipeline Fields
• Supported MS Excel Functions
• Plan Approval Workflow
• Plan Deployment
• Plan Editor

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Finance Administration

• Finance

Basics

• Supported Browsers
• Email Notifications
• Account
• Results