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...