Salesforce
Salesforce, Salesforce CPQ, Salesforce Billing
CPQ & Billing
This chapter details general CPQ & Billing processes, eFC nuances, trainings, reported bugs, etc.
Product
This chapter details processes specific to the Product department. There may be some crossover be...
Migration Process Training
Please review the 13 minute training video in Gong here: https://app.gong.io/call?id=898373501423...
Migration Object Introduction
This training video reviews the Migrations object in Salesforce, its intended use, and where you ...
Migration Report and Dashboard Creation Training
This training was held with Kelsee Beck and Brock Cutler when they requested an understanding of ...
Migration Records - Created by Mistake or Critical Information Missing?
Since Migration records are auto-created based off of criteria from a Closed Won Opportunity and ...
Migration Records - How to Create Manually
The ability to manually create Migration records in Salesforce is limited to a few people. If you...
Sales
This chapter details processes specific to the Sales department (AEs, BDRs, etc.). There may be s...
Finance
This chapter details processes specific to the Finance department (RevOps, Deal Desk, etc.). Ther...
Marketing
This chapter details processes specific to the Marketing department. There may be some crossover ...
All - General Salesforce Materials
This chapter details general process that apply to all eFC Salesforce Users.
Round Robin - Custom object in Salesforce
We use a custom object called "Round Robin" in Salesforce that can be used across any team and an...
"Reason Lost" - Moving Opps to Closed Lost
When moving an Opportunity into the "Closed Lost" stage, a few fields may be required, includin...
How To Create an Account Record
If you try to manually create an Account, you will receive an error stating that Accounts cannot ...
Lead Imports
If you need to have the Salesforce Team import Leads for you from a list (i.e. a spreadsheet/csv)...
State/Country Picklist & Code Values
We use picklist fields for all standard Address fields in Salesforce. This means that the State/P...