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This training was held with Kelsee Beck and Brock Cutler when they requested an understanding of how to report on customers that had purchased a migration. Especially, customers migrating from EFCO to Rubex. While this training is for this particular scenario...

eFileCabinet's IT department has collaborated with our executive team to determine the standard equipment needed for each employee's role. Below is a list of standard equipment we issue, note there are variations to the below based on role and business need. A...

Since Migration records are auto-created based off of criteria from a Closed Won Opportunity and its related Order, sometimes, there can be inaccurate information that makes the system think a migration is happening.However, usually, there is missing informati...

We use a custom object called "Round Robin" in Salesforce that can be used across any team and any process.Please watch this training to understand how it works. This training is catered to leaders who will be managing records. If you are unable to see the "R...

The ability to manually create Migration records in Salesforce is limited to a few people. If you believe you should have the ability to manually create a migration record, please submit a ticket in #salesforce_support in Slack.Migration records should have th...

This is not meant to be a comprehensive list but is hopefully a good starting place. Feel free to add. To see the WCAG standards established by W3C go here Form fields should have a visible label, not just a placeholder Field formatting information ...

What is a phishing email? Phishing is a type of social engineering where an attacker sends a fraudulent (e.g., spoofed, fake, or otherwise deceptive) message designed to trick a person into revealing sensitive information to the attacker or to deploy maliciou...

Why At times it may be helpful to connect to your local instance of Utopia from other devices to be able to debug/test: Mobile device Apply garbage SalesForce Other integrations To name a few.  Also, it just feels cool. How to setup Utopia over LAN ...

We are currently (2022 Q4) in the testing phase of Windows 11. While our company is currently using Windows 10 as our official operating system, employees now have the option to upgrade to Windows 11.  Here are some things to keep in mind before upgrading to ...

Underlined, bold, & italicized steps are automated. All others are manual steps. Client Requests to migrate to Rubex from CSM/CAE CSM/CAE creates amendment/renewal that includes migration from their legacy product to Rubex CSM/CAE close wins an ...

Professional Services Monitor clients that have a migration on a renewal or amendment via Salesforce reporting Test migrations Report any failed migrations Schedule and record Desktop and Rubex Private Cloud migrations on the client Migration Order, as t...

All EFCO NYL Agents need to be migrated to Rubex Hosted Make sure that the "Partner" field on the Account and the "Partner" field in the Renewal Opportunity contains “New York Life - Agent” This drives the Rubex Growth product configuration to al...

Pricing Information: when agents work with us directly their price will automatically be set to $660, no exceptions All EFCO NYL Agents need to be migrated to Rubex Hosted Make sure that the "Partner" field on the Account and the "Partner" field in the...

Click here to go to New York Life renewal information

Agents opted in who also had an account with us at the time they opted in: The agent will pay for their subscription directly to New York Life Their initial renewal opportunity will be $0 charge, with an end date that matches the corporate New York Life co...

Rename all duplicate opps as “Duplicate” and mark as “closed lost” Any opps with a date of 2023 should stay open.  

Renew them on their current products with a $0 opportunity. Submit to finance right away

Growth team: use “Generic” sequence in Outreach Build quote Send DocuSign Follow through to Closed Won  

We are trying to move all RPC clients to Rubex Hosted Build quote Send DocuSign with RPC information Start the discussion about moving to Rubex Hosted Follow through to Closed Won

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