Skip to main content
Advanced Search
Search Terms
Content Type

Exact Matches
Tag Searches
Date Options
Updated after
Updated before
Created after
Created before

Search Results

614 total results found

General Processes

Territory Assignments

Sandbox Book (temp book for testing permissions)

Book 2

Sales Workshops (BJ Bushur)

Opportunity Management Workshop held 10/18/22 by BJ Bushur Topics: MEDPICC, new deal sheet, spider graph, mutual action plans, etc. -- Outbound Workshop held 12/1/22 by BJ Bushur Topics: - Prospecting/ qualifying at eFC - ICP overview - Outboun...

Territory Information

Territory map & other related guides

Pipeline & Deal Management

Sales stages, pipeline and deal management guides & assets

Enablement Session Recordings

BDR Sales Enablement

Sales Processes & Tech Stack

Guides for sales processes such as SQL approval, handoffs, rules of engagement, etc.

Handoffs & Introductions

CSM, Onboarding, CAE, and other handoff processes

Sales Assets

Partner Companies

Company Directory

ElasticSearch

Book for ElasticSearch projects.

Elements.cloud

Documentation tool for business and system processes, Salesforce feedback, embedded links within Salesforce, release management, etc.

Rubex Reports - BoldBI

Postmortems

Monitoring flows

Rebrand

Windows Desktop Client

Development

Archived

Development

Testing

QA

Links for Managers

Manager Resources

Zoom

Software

Computers

Hardware

CPQ & Billing

Salesforce

This chapter details general CPQ & Billing processes, eFC nuances, trainings, reported bugs, etc.

Sonicwall VPN

Software

Rubex

Software

Workflow

Atlantis

Architectural Design

Bookstack Training

Software

Product

Salesforce

This chapter details processes specific to the Product department. There may be some crossover between other departments, too.

Salesforce
Migration
Migrations
Migration Process

Google

Software

IT Policies

General Info

Sales

Salesforce

This chapter details processes specific to the Sales department (AEs, BDRs, etc.). There may be some crossover between other departments, too.

Finance

Salesforce

This chapter details processes specific to the Finance department (RevOps, Deal Desk, etc.). There may be some crossover between other departments, too.

Marketing

Salesforce

This chapter details processes specific to the Marketing department. There may be some crossover between other departments, too.

All - General Salesforce Materials

Salesforce

This chapter details general process that apply to all eFC Salesforce Users.

Windows OS

Software

Renewals

New York Life

Renewals
New York Life

Legacy Desktop Permissions

Legacy - EFC Desktop

So to know what permissions a legacy desktop user has, you need to convert the value in the PBF or CPBF column to base 2 using https://www.unitconverters.net/numbers/base-10-to-base-2.htm  47 for example converts to 101111 each digit represents a different p...

Windows File Encryption

Development Utopia

Decryption download PSTools from: https://docs.microsoft.com/en-us/sysinternals/downloads/psexec  This can be used to run commands as the SYSTEM user You need to do this to decrypt the database data files / elastic search data files Cmmand to decrypt fol...

Supported Previewer File Types

Development Previewer

As of 5/31/2022 these are the supported Previewer file types. This list can be found in code in Utopia/wwwroot/Client/app/shared/sharedServices.js "pdf","doc","dot","docx","docm","dotx","dotm","rtf","xls","xlt","xlsx","xlsm","xltx","xltm","ppt","pot","pps","p...

Open Source Software List

Development Utopia

Correct as of 8/23/2021Server-Side: ElasticSearch, Postgresql, iTextSharp - LGPL, MailKit, BouncyCastle, AutoMapper, DeviceId, dotLess.Core, FluentValidation, .Net 5, MimeTypes, NUglify, Chutzpah, Ninject, Serilog, Swashbuckle, SkiaSharp, OpenIddict, StackExch...

Definition and Priority Guide

QA Bugs

https://docs.google.com/document/d/17eI7qm98x1-iwYQtFNkbw5cDopIBuxckmrKSKHjSXCo/edit# 

InitialInstanceSettings.txt

QA Automation

INSERT INTO "public"."DbInstanceSettings" ("SettingType", "SettingValue") VALUES (2, '0'), (9, 'True'), (12, '5'), (13, '5'), (14, '1'), (15, '10'), (38, '60'), (39, 'http://127.0.0.1:9200'), (62, '100'), (63, '8'), (64, '5000'), (65, '5'), (66, ...

Troubleshooting Automated UI Tests

QA Automation

Problems with running the Automated UI Tests? Running the C# tests can be tricky, so this is a guide to help you out if you run into a common error. NOTE: These solutions will only work if you can at least build Utopia. If you cannot build Utopia, try reachin...

Automated Test Help (In Progress)

QA Automation

[TOC] Link to Remote QA machine login wiki testSettings.json To change the URL endpoint to be tested:Go to testSettings.jsonLines 10 through 19 include all of the endpointsUncomment line 19: storageType : 1 - this will use cloud storageComment out line 13, ...

Selector Conventions (data-id-xxx)

QA Automation

Data-id-xxx Naming Conventions The data-id-xxx needs to be properly 'scoped' Use data-id-scope Scopes center profile user group etc Selector Naming Conventions Be as brief and descriptive as possible while avoiding name collision Selectors...

XPATH

QA Automation

XPath Notes Part 1 XPath Notes Part 2 XPath Cheat Sheet  XPath Diner 

Running Automated Testing Locally

QA Automation

Step 1 Clone Utopia to your local device (either with Tortoise GIT or through Visual Studio) Clone UtopiaAutomation to your local device (either with Tortoise GIT or through Visual Studio) Step 2 Open two instances of Visual Studio, one with the Utop...

Automated UI Test Code Layout

QA Automation

Automated Structure Notes.pdf

Cloning Utopia

QA Automation

Open Visual Studio At the top left of the window, click 'Git' then 'Clone Repository' Copy the URL below and paste it in the window under 'Repository location' https://eFileCabinet@dev.azure.com/eFileCabinet/Utopia/_git/Utopia  For the directory, b...

Onboarding for New Hires

QA

1st Day - Important Links and Logins Welcome to the team! First things first it's a good idea to get yourself setup with all the apps and websites that you'll be using on a regular basis. To make things easier we've collected some links to installers for ap...

Remote Desktop Instructions

QA Testing

Connecting to the QA Windows Machines (QA1-6): Open "Remote Desktop Connection" Click "Show Options" Computer: 10.10.0.6<remote desktop #> For example: "10.10.0.63" for QA 3 The QA PC's are numbered 1 - 6 User name: <your laptop's name>\localad...

JMeter Load Testing Tutorial

QA Automation

For more in depth information on load testing written by the devs: Load Testing Download JMeter Go to https://jmeter.apache.org/download_jmeter.cgi  Download the .zip file for the current version of JMeter under "Binaries" Extract and move the resulting ...

Load Testing

Legacy - JMeter: Integration and Load T...

We use JMeter to create and run load tests in Utopia. JMeter docs can be found at https://jmeter.apache.org/ . See simple overview for a little more information. Recommended Downloads BlazeMeter Chrome Extension: https://chrome.google.com/webstore/detail/bl...

Parameters and Variables

Legacy - JMeter: Integration and Load T...

Fundamentals: When performing load testing, it will be common to pass test specific information into other steps of the test. To do this, you will be using Parameters and Variables. The basic difference between the two can be summarized as follows: Parameter...

Creating Templates

Legacy - JMeter: Integration and Load T...

We've divided up the Templates folder into subfolders. There is one subfolder for each api controller in Utopia, and there should be, at least, one template for each endpoint in Utopia. Templates are essentially small components that can be used to create a t...

Creating Tests

Legacy - JMeter: Integration and Load T...

The 'Tests' folder is divided into subfolders to group different types of tests. Tests are different from templates because they are designed to actually be run. Within each subfolder there should be a 'LoadTests' folder, and an 'IntegrationTests' folder. Th...