Salesforce

Account Annual Data Form Flow
Account Annual Data Form Flow The Account Annual Data Form (also named Annual Revenue Form) is used to get the last Annual Revenue of companies to know ...
Fri, 1 Jul, 2022 at 10:10 AM
Billing Certification Schedule logic
TABLE OF CONTENTS Purpose Example Purpose: B lab will now be invoicing all B Corps based on their Initial Certification Date. The initial certifica...
Tue, 29 Nov, 2022 at 4:01 PM
Certification Opportunity Creation Logic
TABLE OF CONTENTS Purpose Initial Opportunity and selection of price book and product How we create a Renewal Opportunity Purpose:  The purpose of th...
Tue, 29 Nov, 2022 at 3:35 PM
Freshdesk in Salesforce
If you are a user in Salesforce we have now made it easier to see if how and when your contacts are making tickets with Freshdesk. This view is on the Conta...
Wed, 30 Jun, 2021 at 4:54 PM
Global Partner Access to Case Documentation
Users Problem statement As the evaluation team onboards the Global Evaluation team - Evaluation analysts hired by the Global Partners - they are not a...
Wed, 25 May, 2022 at 8:53 AM
Influencer and Accelerant Field Guidance in Salesforce
As part of fully implementing and executing on the Influencer & Accelerant strategy, aligned our Salesforce fields and data. The big picture is that we ...
Tue, 26 Mar, 2019 at 5:27 PM
Large Enterprise Process Record
TABLE OF CONTENTS Intro  Clarity of roles and responsibilities Loom Explanation Video  How to use   Step 1 - Find the Large Enterprise process record ...
Thu, 22 Sep, 2022 at 11:23 AM
Pardot History
We have added Pardot History to the Contact Object! It’s in the right panel of the lighting `Contact` layout. It’s a pardot tool that tells you how that con...
Wed, 15 Apr, 2020 at 6:47 PM
Price book Price Changes/Updates
TABLE OF CONTENTS Purpose Change to a current price book New Pricebook How to submit Purpose:  Please use this doc to see how you can request a p...
Tue, 29 Nov, 2022 at 4:27 PM
Zoom Webinar to Salesforces
Here is a guide about how to connect and track information about your Zoom Webinars to Salesforce Campaigns. Once you create your webinar in the Zoom applic...
Wed, 26 Aug, 2020 at 10:33 AM