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Anna Maruji
User for 2 years
Recently Created Pages View All
State/Country Picklist & Code Values
We use picklist fields for all standard Address fields in Salesforce. This means that the State/P...
Lead Imports
If you need to have the Salesforce Team import Leads for you from a list (i.e. a spreadsheet/csv)...
How To Create an Account Record
If you try to manually create an Account, you will receive an error stating that Accounts cannot ...
"Reason Lost" - Moving Opps to Closed Lost
When moving an Opportunity into the "Closed Lost" stage, a few fields may be required, includin...
"Reason Lost" - Moving Opps to Closed Lost
When moving an Opportunity into the "Closed Lost" stage, a few fields may be required, includin...
Recently Created Chapters View All
All - General Salesforce Materials
This chapter details general process that apply to all eFC Salesforce Users.
Marketing
This chapter details processes specific to the Marketing department. There may be some crossover ...
Finance
This chapter details processes specific to the Finance department (RevOps, Deal Desk, etc.). Ther...
Sales
This chapter details processes specific to the Sales department (AEs, BDRs, etc.). There may be s...
Product
This chapter details processes specific to the Product department. There may be some crossover be...