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Salesforce & Systems
This shelf contains training, instructions, and documentation regarding Salesforce and related/integrated systems, such as Outreach, Chili Piper, ZoomInfo, Gong, Totango, Apollo, etc.
Security
Tools
Instructions for various scripts and tools that we have available for our applications.
Software
Hardware
General Info
Sales Enablement Hub
CONTINUOUS SALES ENABLEMENT TO WIN AT SCALE Until we migrate all sales enablement content into our new training management system, you can find it here. ALL INFORMATION IS COMPANY CONFIDENTIAL | DO NOT SHARE OUTSIDE eFILECABINET Last updated June 21, ...
Development
QA
Support Playbooks
Manager Resources
Links to various eFileCabinet documents and forms, including Benefits, Org Chart, Phone List, Office Floorplan / Map, eFC Community Directories, Company Calendar, Birthday Calendar, Onboarding forms, Offboarding forms, Promotions / Raises forms, etc.
Atlantis
Salesforce
Salesforce, Salesforce CPQ, Salesforce Billing
Outreach
50 Release
How Tos
Policies
Hello All! This page is where you find links to all the internal policies that are relevant to your job responsibilities (If the link doesn't take you to the policy or you don't see it in the list, you don't have permission and it's not necessary for your role...
Helpful Links
Security Awareness Training
Everything you need to know on our Annual Security Awareness Training (how to enroll, how often it is mandatory, how to complete it, etc.).
Security Training and Best Practices
Migration Information
New York Life
Renewals
Office 365
LastPass
PBX Phone System (Jive)
Printers
Adobe
Setup and Configurations
Scripts
OCR
Utopia
Previewer
Bugs
Automation
Selenium Automated UI Tests
Agile
Utopia Architecture
PostgreSQL
Standards
RPC
Integromat
Form Fill
Who to contact for all the things!
This is information for how to access certain services or software 6sense (ABM Platform) mderossi@revverdocs.com is the admin for this. Adobe If you need access to an Adobe product you can submit a ticket by going to ithelp.efilecabinet.com or email...
How to get the desktop version of Office 365 (Word and Excel)
Everyone here at eFileCabinet has access to Office 365 online. To access it, please sign on to https://www.office.com/ Once you are logged into office.com you can create new Word, Excel, or PowerPoint documents. Here are detailed instructions for doing this. ...
Microsoft Office 365 Instructions - How to Use Office 365 Online
Microsoft Office 365 Instructions We are pleased to announce that everyone in the company now has their own Microsoft 365 account that can be used for all the online Microsoft Office apps within the Office 365 portal (not in the desktop applications). Found...
Wi-Fi Information (Revver and Auditorium Wifi)
Revver Internal Wi-Fi Our main Wi-Fi SSID is "Revver"This is our internal network and what every employee computer should be using (unless plugged into Ethernet). This SSID will be added to your computer automatically when you first set it up. The password fo...
Welcome!
Welcome to our internal documentation platform. We use the service BookStack. You probably found this page because in the search bar you typed in the name of a pretty good band that has the name of a pretty good fruit in their band's name.
LastPass Basic Training and Instructions
LastPass policy for eFileCabinet All eFileCabinet employees should be using LastPass and not the browser's built-in password manager. Basic Features Auto save passwords - Please install the browser plugin to do this LastPass vault Here you can man...
Voicemail System
General Info We use Jive for our phone system. Here are a few of the more common tasks you will need to know how to do: Check Voicemail From personal deskphone See your phone guide to learn where to find voicemail on your phone.1. Dial *99 (Watch...
How to install the Microsoft Store if it is missing from your computer
Explanation Many computers here have been factory reset using Intune's "Fresh Restart" feature. This re-installs Windows and removes all bloatware and OEM installed software including the Microsoft store and other apps such as "Calculator" and "Photos". You...
Adding a Printer to your computer
Shared Printers Info: Color Printer - HP LaserJet Pro 400 color Printer M451dw - IP Address: 10.10.0.19 This printer can print in black and white and color. This is the normal sized printer in the north hallway. Office Printers Info: Color Printer - HP L...
NEW SALESFORCE CPQ ENABLEMENT AND TOOLS
ON-DEMAND TRAINING June 16: CPQ - New Unit Price Field (benefits all opps, but designed for amendments and renewals) May 19: CPQ Training Part 2 (expansion use cases, go-live training) May 5: CPQ Training (new logo use case) TOOLS and GUIDES Salesforce an...
WEEKLY MINI-ENABLEMENT SESSIONS
On-demand recordings & upcoming schedule ON-DEMAND RECORDINGS Mixture of Zoom and Gong recordings; and Google Docs. Zoom recordings are now being stored in Google Drive. You may experience a one-to-two minute latency before videos start playing. June 2: Sal...
Sales Kickoff 2022 - On-demand
Password for all sessions is "Liftoff2022" Tuesday, Feb 8 Liftoff 2022 | CEO KeynoteComp Plans and Incentives Why and Where We Win Discovery and Solution MappingAND The New Perfect Pitch ICP Focus: HR ICP Focus: Accounting Wednesday, Feb 9 Extreme Owne...
Product Training Videos
Existing off-the-shelf product trainings from customer success, customer support and marketing 17 brief product training videos created for SMB customer onboarding Short customer training videos collected by Kevin and Chase
Sales Operations
Handy tools, tips and training Tips and tricks for our sales tech stack (document shared in onboarding) Chili Piper Training Deck Mandatory Reason Won/Lost Fields on Opps Initial Apollo.io Training (March 15, 2022)
MARKETING AND BDR RESOURCES
Marketing Collateral: Rubex Cabinet Marketing Calendar: Google Sheet
Current North America Territory Map
Connecting to UtopiaNuget
Link to UtopiaNuget: https://dev.azure.com/eFileCabinet/Utopia/_packaging?_a=feed&feed=UtopiaNuget (alternatively try this: https://pkgs.dev.azure.com/eFileCabinet/Utopia/_packaging/UtopiaNuget/nuget/v3/index.json) First connect to feed by pressing the Connec...
Purged Account Migration From Backup Script
-- to install extensionCREATE EXTENSION postgres_fdw; -- you need to create a reference to the backup serverCREATE SERVER backup_prod_serverFOREIGN DATA WRAPPER postgres_fdwOPTIONS (host 'hostAddressHere', port '5432', dbname 'postgres'); -- you need to defi...
Building and Publishing Pangea
Running Pangea Import the signing certificate Use Windows Explorer to navigate to Pangea\Migration\Tandoori Tool\Tandoori Tool and double click efcKey.pfx. This will pop open a wizard to walk you through importing the signing certificate. Just hit next...
OCR Web Wrapper Image
To create the image of the web wrapper, you need to do 5 things: Spin up Windows Server base Image. Add IIS Ensure/Add .NET Framework extended/ ASP.NET in Windows Features Install Visual C++ 2010, 2012, 2013, 2015/2022 Copy publish folder of the OCR We...