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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
Archived
Testing
Links for Managers
Zoom
Computers
CPQ & Billing
This chapter details general CPQ & Billing processes, eFC nuances, trainings, reported bugs, etc.
Sonicwall VPN
Rubex
Workflow
Architectural Design
Bookstack Training
Product
This chapter details processes specific to the Product department. There may be some crossover between other departments, too.
IT Policies
Sales
This chapter details processes specific to the Sales department (AEs, BDRs, etc.). There may be some crossover between other departments, too.
Finance
This chapter details processes specific to the Finance department (RevOps, Deal Desk, etc.). There may be some crossover between other departments, too.
Marketing
This chapter details processes specific to the Marketing department. There may be some crossover between other departments, too.
All - General Salesforce Materials
This chapter details general process that apply to all eFC Salesforce Users.
Windows OS
Renewals
Legacy Desktop Permissions
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
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
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
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
https://docs.google.com/document/d/17eI7qm98x1-iwYQtFNkbw5cDopIBuxckmrKSKHjSXCo/edit#
InitialInstanceSettings.txt
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
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)
[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)
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
XPath Notes Part 1 XPath Notes Part 2 XPath Cheat Sheet XPath Diner
Running Automated Testing Locally
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
Automated Structure Notes.pdf
Cloning Utopia
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
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
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
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
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
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
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
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...