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Salesforce Videos and Help Docs
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Salesforce Videos and Help Docs
1 - Monday - Salesforce Orientation
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2 - Tuesday - CPQ Part 1 Building a Quote
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3 - Wednesday - CPQ Part 2 Getting Signatures & Payment Consent
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4 - Thursday - CPQ Part 3 Dashboards, Cases, Ad Request Cases
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5 - Friday - Demos - CCO, The Order Process from Lead to Chargent Order
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6 - Demo of CCO Proofing
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7 - Demo of Salesforce Billing Commissions Dashboard
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8 - Demo CCO CPQ Update
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9 - Demo of Sales View
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10 - Demo CPQ Entering a Digital Ad
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11 - Demo Chargent Request
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12 - Client Copy Counter
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13 - CCO Updates - 12-09-24
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14 - Salesforce Cloning
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15 - Salesforce Upload Distribution From a File to a Quote
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16 - Salesforce Help Docs
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