Salesforce
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 ...
Wed, 18 Jan, 2023 at 11:54 AM
TABLE OF CONTENTS Purpose Example Purpose: B lab will now be invoicing all B Corps based on their Initial Certification Date. The initial certifica...
Thu, 22 Dec, 2022 at 12:01 PM
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, 28 Mar, 2023 at 1:34 PM
Log into salesforce - https://b-lab.my.salesforce.com/ In the app search, enter funds Click funds Click new Select partner for the rec...
Fri, 10 Mar, 2023 at 10:05 AM
Salesforce Licenses Full vs. Platform TABLE OF CONTENTS Full Platform Permission Sets Typical Assignments examples Full Definition: Designed...
Mon, 9 Jan, 2023 at 1:02 PM
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
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
TABLE OF CONTENTS Intro Clarity of roles and responsibilities Loom Explanation Video How to use Step 1 - Find the Large Enterprise process record ...
Fri, 13 Jan, 2023 at 5:21 PM
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
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