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Please review the 13 minute training video in Gong here: https://app.gong.io/call?id=8983735014238067423This training video is specific to how Migrations is designed in Phase 1. The process is likely going to change dramatically and there are plans to use the ...

This training video reviews the Migrations object in Salesforce, its intended use, and where you can see Migration records. Knowing this information is likely useful to most Salesforce users, particularly for:- CAEs- CSMs - Support   Migration records can ...

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...

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...

All Salesforce users should have a license to Elements.cloud. This tool allows users to see embedded content in Salesforce (business and system process maps, how-to's, links to external documentations, notes, etc.) through a 'purple dot' at the top of the reco...

When moving an Opportunity into the "Closed Lost" stage, a few fields may be required, including: Reason Lost Sub Reason Closed Lost Detail *As of 12/18/2023, this field is now required to Close Lose any deal. It is important that users unders...

When moving an Opportunity into the "Closed Lost" stage, a few fields may be required, including: Reason Lost Sub Reason Reason Detail *Only required if specific values for Reason Lost are selected It is important that users understand the dif...

If you try to manually create an Account, you will receive an error stating that Accounts cannot be manually created. This is intentional, as there is critical data we miss when an Account does not start out as a Lead. If you need to create a new Account, it ...

If you need to have the Salesforce Team import Leads for you from a list (i.e. a spreadsheet/csv), please see below for instructions, policies, etc. We have provided a template for you as a related attachment on this document. See "Attachments" section. What...

We use picklist fields for all standard Address fields in Salesforce. This means that the State/Province and Country fields must be valid picklist values. "Under the hood", Salesforce has ISO Code fields for the State/Province and Country fields as well. Thes...