Video Tutorials

 
 
Tour of ISS - Institutional Shareholder ServicesLink
 
 

Tour of MarketLink for Salesforce

This brief tutorial will introduce you to the main features of MarketLink for Salesforce: the ISS - Institutional Shareholder Services Status field and our Profile and Search buttons.

 
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Update Records Using ISS - Institutional Shareholder Services Status
 
 

Update Records Using
ISS - Institutional Shareholder Services Status

In this video we will show you how to accept the updates available from ISS - Institutional Shareholder Services for the records you own in Salesforce.

 
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Instantly View Firm and Professional Profiles in ISS - Institutional Shareholder Services
 
 

Instantly View Firm and Rep Profiles in
ISS - Institutional Shareholder Services

Watch a brief overview of the extensive data provided by ISS - Institutional Shareholder Services Profile.

 
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Easily Add Data with ISS - Institutional Shareholder Services Search
 
 

Easily Add Data with
ISS - Institutional Shareholder Services Search

Learn how to search ISS - Institutional Shareholder Services right from Salesforce with the ISS - Institutional Shareholder Services Search button and use your search results to update existing records and quickly populate new records.

 
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