Salesforce - Revision history

WikiSysop at 12:17, 13 May 2022

2022-05-13T12:17:56Z

Show changes

WikiSysop at 12:17, 13 May 2022

2022-05-13T12:17:17Z

WikiSysop at 10:31, 13 May 2022

2022-05-13T10:31:36Z

WikiSysop at 10:30, 13 May 2022

2022-05-13T10:30:06Z

WikiSysop at 10:28, 13 May 2022

2022-05-13T10:28:55Z

WikiSysop at 10:20, 13 May 2022

2022-05-13T10:20:01Z

WikiSysop at 09:55, 13 May 2022

2022-05-13T09:55:14Z

WikiSysop at 09:51, 13 May 2022

2022-05-13T09:51:59Z

WikiSysop at 09:48, 13 May 2022

2022-05-13T09:48:16Z

WikiSysop at 09:36, 13 May 2022

2022-05-13T09:36:40Z

Show changes

@@ Line 24: / Line 24: @@
 &nbsp;
 == Overview of Icertis Experience for Salesforce&nbsp; ==
@@ Line 38: / Line 39: @@
 *Automatically transfer and synchronize data between Salesforce objects and ICI.
 *Map Salesforce objects (standard and custom) with ICI entities.
-<div class="image-green-border">[[File:Salesforce1.png|820px]]</div>
+<div class="image-green-border">[[File:Salesforce1.png|820px|Salesforce1.png]]</div>
 ICI and Salesforce integration is required to port data from ICI to Salesforce. This integration avoids the need for re-entering the data manually in Salesforce which you have already created in ICI.&nbsp;
@@ Line 49: / Line 50: @@
 *''Account'' is a label for business. It is a company or a business entity, you might already be working with, or one that you hope to work with. In simple words, an Account is an actual business or company.
-<div class="image-green-border">[[File:Salesforce2.png|720px]]</div>
+<div class="image-green-border">[[File:Salesforce59.PNG|720px]]</div>
 *''Opportunity'' is a pending deal with a monetary value associated with it. It helps to track the pending deals and sales.
-<div class="image-green-border">[[File:Salesforce3.png|720px]]</div>
+<div class="image-green-border">[[File:Salesforce60.PNG|720px]]</div>
 *''Quote'' is the data showing the proposed prices for the products or services. Quotes can be created by using the data that is saved in the Opportunities and shared with the prospective customers. Every opportunity can have multiple associated quotes linked to it.
-<div class="image-green-border">[[File:Salesforce4.png|720px]]</div>
+<div class="image-green-border">[[File:Salesforce61.PNG|720px]]</div>
 After integrating ICI with Salesforce, you can do the following contract management tasks in Salesforce:
@@ Line 64: / Line 65: @@
 &nbsp;
 == Salesforce Side Configuration ==

@@ Line 565: / Line 565: @@
 The process to create a Contract Request from a&nbsp;Quote is same as creating a Contract Request from an Opportunity or Account.&nbsp;<br/> &nbsp;
 === Creating a Contract from a Quote ===
-The process to create a Contract from the Quote is same as Creating a Contract from an Account.&nbsp;
+The process to create a Contract from the Quote is same as Creating a Contract from an Opportunity or&nbsp;Account.&nbsp;
 &nbsp;

@@ Line 560: / Line 560: @@
 &nbsp;
 === Creating a Contract Request from a Quote ===
-The process to create a Contract Request from a&nbsp;Quote is same as creating a Contract Request from an Opportunity.&nbsp;<br/> &nbsp;
+The process to create a Contract Request from a&nbsp;Quote is same as creating a Contract Request from an Opportunity or Account.&nbsp;<br/> &nbsp;
 === Creating a Contract from a Quote ===

@@ Line 591: / Line 591: @@
 <div class="image-green-border">[[File:SF 21.png|720px|SF 21.png]]</div>
 . Set the ''Logging Level'':<br/> a. "Log Error'': Only errors will be logged.''<br/> b. "Log Info'': Only information will be logged, for example request and response.''<br/> c. "Log Always'': Errors and information will be logged.''
 == Displaying validations when uploading documents via Salesforce related contracts grid ==
-Before this improvement, the application did not validate the contract document uploaded by the user using the ICI Contracts widget in the Salesforce UI. With this release, to avoid any unwanted file from being uploaded and to avoid any potential risk for customer business, validations have been put in place for the following issues:
+To avoid any unwanted file from being uploaded and to avoid any potential risk for customer business, validations have been put in place for the following issues:
 *Invalid file types
@@ Line 607: / Line 608: @@
 *Invalid lookup values
-On the Opportunities page, navigate to the “Action” column in the contracts related list.
+. On the Opportunities page, navigate to the “Action” column in the contracts related list (such as “Agreements” or “Requests”).
-<div class="image-green-border">[[File:7.17 SF 1.png|720px|7.17 SF 1.png]]</div>
+<div class="image-green-border">[[File:Salesforce55.png|720px]]</div>
-'''Click '''the “View Actions” link. The actions available for the corresponding contract will be displayed.
+'''2. Click '''the actions dropdown arrow. The actions available for the corresponding contract will be displayed.
-<div class="image-green-border">[[File:7.17 SF 2.png|720px|7.17 SF 2.png]]</div>
+<div class="image-green-border">'''3. Click '''the “Upload Document” icon. The Upload Document popup window is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Salesforce57.png|720px]]</div>
-'''Click '''the “Upload Document” icon. The Upload Document popup window is displayed.
+'''4. Click''' “Select File”. The browse file popup is displayed.
-<div class="image-green-border">[[File:7.17 SF 3.png|720px|7.17 SF 3.png]]</div>
-'''Click''' “Select File”. The browse file popup is displayed.<br/> <br/> '''Select '''the document to be uploaded.<br/> <br/> '''Click '''“Upload” or “Upload and Submit”. The corresponding validation will be displayed depending on the document you are trying to upload. For example, “Document is exactly same as previous document. Would you like to continue with the upload?”&nbsp;
+'''5. Select '''the document to be uploaded.
-<div class="image-green-border">[[File:7.17 SF 4.png|720px|7.17 SF 4.png]]</div>
 Validations are also displayed:

@@ Line 381: / Line 381: @@
 &nbsp;
@@ Line 474: / Line 475: @@
 . Use the buttons in the table below to perform a desired action:
 <div class="image-green-border">[[File:Table 8.PNG|720px|RTENOTITLE]]</div> &nbsp;</div>
+&nbsp;
 === Creating a Contract from an Account ===
@@ Line 521: / Line 522: @@
 •&nbsp;&nbsp; &nbsp;Click Previous to go back and make any changes to the agreement. Click Next to return to this section after making the required changes.<br/> •&nbsp;&nbsp; &nbsp;Click Create to create the Agreement. After the agreement is created it is not visible to all users until it is published by its primary owner.<br/> •&nbsp;&nbsp; &nbsp;Click Create and Publish to create and publish the agreement. After the agreement is published it becomes visible to other users and a Draft watermark opens on the agreement in all states until it is approved by the designated approver.<br/> •&nbsp;&nbsp; &nbsp;Click Create and Send for Approval to create and send the agreement for approval. The agreement is sent to the approvers that are set by rule for the Contract Type selected for this agreement.<br/> •&nbsp;&nbsp; &nbsp;Click Cancel to stop the agreement creation process. A discarded agreement is no longer available in ICI. You can discard the agreement from any section while creating the agreement. After the Agreement is created in Salesforce, it is available in ICI in the Draft state. You can send the agreement for approval through Salesforce, however, the approve and reject actions on the agreement can only happen through ICI.
 </div>
+&nbsp;
 === Adding Amendment to a Contract ===
@@ Line 535: / Line 536: @@
 .&nbsp;You can perform the following actions on the ''Amendment Details'' page:'
-<div class="image-green-border">[[File:Adding Amendment to a Contract.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">[[File:Salesforce51.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Salesforce52.png|720px]]</div>
+<div class="image-green-border">[[File:Adding Amendment to a Contract.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">[[File:Salesforce51.PNG|720px|Salesforce51.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Salesforce52.png|720px|Salesforce52.png]]</div>
 After adding an Amendment, it goes through the similar flow of Agreement from Draft till execution.&nbsp;
 === Creating a Contract Request from an Opportunity ===
-You can create a Contract Request if your organization does not provide the privileges to create a contract from ICI in Salesforce.&nbsp;To create a Contract Request from an Opportunity:&nbsp;<br/> 1. Log onto Salesforce using your ICI credentials.&nbsp;<br/> 2.&nbsp;Select ''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce.<br/> 3.&nbsp;Click ''Opportunities'' in the top navigation, and click the ''Opportunity '' for which you want to create a Contract Request.
+You can create a Contract Request if your organization does not provide the privileges to create a contract from ICI in Salesforce.&nbsp;To create a Contract Request from an Opportunity:&nbsp;<br/> 1. Log onto Salesforce using your ICI credentials.&nbsp;<br/> 2.&nbsp;'''Select '''''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce.<br/> 3.&nbsp;'''Click''' ''Opportunities'' in the top navigation, and click the ''Opportunity '' for which you want to create a Contract Request.
-<div class="image-green-border">[[File:Creating a Contract Request from an opportunity.PNG|720px|RTENOTITLE]]</div>
+<div class="image-green-border">
-.&nbsp;On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section.<br/> 5.&nbsp;''Click New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> 6.&nbsp;The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract Request from an Account.
+. '''Click''' “Requests” tab, the Requests grid opens.
-&nbsp;
+. '''Click''' “New Contract Request”. This opens the “Create Request” popup.
-=== Creating a Contract from an Opportunity ===
+.&nbsp;'''Select''' the Category and Request Type based on the request you are creating and click Next. The Attributes page opens.
-The process of creating a contract from ICI in Salesforce is dependent on the workflow implemented in your organization.&nbsp;
+.&nbsp;Specify the details of the request on the various sections of this page and '''click''' “Next”.<br/> You can also '''click''' Save if you want to save the changes and create the request later.
-To create a Contract from an Opportunity:&nbsp;<br/> <br/> 1.&nbsp;'''Log on''' to Salesforce using your ICI credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce.<br/> 3.&nbsp;'''Click''' ''Opportunities'' in the top navigation, and '''click''' the Opportunity for which you want to create a contract.
+.&nbsp;&nbsp; &nbsp;'''Click''' “Create Request”.&nbsp;
-<div class="image-green-border">[[File:Creating a Contract from an opportunity.PNG|720px|RTENOTITLE]]</div>
-.&nbsp;On the ''Opportunity Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click'''''New Contract''. The ''Create Contract'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> <br/> The rest of the process to create a Contract Request from an Opportunity is same as Creating a Contract from an Account.&nbsp;
-&nbsp;
+The Contract Request is created and its Accounts “Details” page opens with a “Draft” state.<br/> &nbsp;
 &nbsp;
@@ Line 560: / Line 563: @@
 === Creating a Contract Request from a Quote ===
-You can create a Contract Request if your organization does not provide the privileges to create a contract from ICI in Salesforce.&nbsp;<br/> <br/> To create a Contract Request from a Quote:<br/> <br/> 1.&nbsp;'''Log on''' to Salesforce using your ICI credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce.
+The process to create a Contract Request from a&nbsp;Quote is same as creating a Contract Request from an Opportunity.&nbsp;<br/> &nbsp;
-−
-.&nbsp;'''Click'''''Quotes'' in the top navigation, and '''click''' the Quotes for which you want to create a Contract Request.
-<div class="image-green-border">[[File:7.16-Overview of ICI Salesforce1.png|720px|7.16-Overview of ICI Salesforce1.png]]</div>
-.&nbsp;On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click'''''New Contract Request''. The ''Create Contract Request'' page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> 6.&nbsp;The rest of the process to create a Contract Request from a Quote is same as Creating a Contract Request from an Account.
-−
 &nbsp;
-−
 &nbsp;
 === Creating a Contract from a Quote ===
-The process of creating a contract from ICI in Salesforce is dependent on the workflow implemented in your organization.&nbsp;
+The process to create a Contract from the Quote is same as Creating a Contract from an Account.&nbsp;
-−
-To create a Contract from a Quote:<br/> &nbsp;<br/> 1.&nbsp;'''Log on''' to Salesforce using your ICI credentials.&nbsp;<br/> 2.&nbsp;'''Select''' ''ICI'' in the top right corner of your Salesforce page to use ICI through Salesforce.<br/> 3.&nbsp;'''Click&nbsp;'''''Quotes'' in the top navigation, and '''click&nbsp;'''the Quotes&nbsp;for which you want to create a contract.
-<div class="image-green-border">[[File:7.16-Overview of ICI Salesforce1.png|720px|7.16-Overview of ICI Salesforce1.png]]</div>
-.&nbsp;On the ''Quote Detail'' page, scroll down to the ''Icertis Contracts'' section.&nbsp;<br/> 5.&nbsp;'''Click'''''New Contract''. The Create Contract page opens in Salesforce. The options available on this page indicate the type of contract for which you are creating this request.<br/> <br/> The rest of the process to create a Contract from a quote is the same as Creating a Contract from an Account.&nbsp;&nbsp;
 &nbsp;

@@ Line 474: / Line 474: @@
 . Use the buttons in the table below to perform a desired action:
 <div class="image-green-border">[[File:Table 8.PNG|720px|RTENOTITLE]]</div> &nbsp;</div>
 === Creating a Contract from an Account ===
@@ Line 484: / Line 485: @@
 .&nbsp;'''Click''' ''Accounts'' in the top navigation bar, and click the ''Account'' for which you want to create a contract.
-<div class="image-green-border">[[File:Salesforce37.png|720px]]</div> <div class="image-green-border">
+<div class="image-green-border">[[File:Salesforce37.png|720px|Salesforce37.png]]</div> <div class="image-green-border">
 . '''Click''' “Agreements” tab, the Agreements grid opens.
-[[File:Salesforce45.png|720px]]
+[[File:Salesforce45.png|720px|Salesforce45.png]]
 . '''Click''' “New Contract”. This opens the “Create Agreement” popup.
-[[File:Salesforce15.png|720px]]
+[[File:Salesforce15.png|720px|Salesforce15.png]]
 . Complete the details in the sections in the popup, and '''click''' Next.
-[[File:Salesforce47.png|720px]]
+[[File:Salesforce47.png|720px|Salesforce47.png]]
 '''Attributes'''
@@ Line 501: / Line 502: @@
 . This section contains the attributes that the primary owner selected while creating the Contract Type for the agreement, which you are creating. You can also save the details at any stage and return to this page to complete the agreement later. The attributes displayed in this section vary based on the Contract Type you select.
-[[File:Salesforce48.png|720px]]
+[[File:Salesforce48.png|720px|Salesforce48.png]]
 '''Template'''
@@ Line 509: / Line 510: @@
 . '''Click''' Next.
-[[File:Salesforce49.png|720px]]
+[[File:Salesforce49.png|720px|Salesforce49.png]]
 '''Verify'''
@@ Line 515: / Line 516: @@
 This is the final step in the agreement creation process. The details in this section open based on the attributes and sections you used to create this agreement.&nbsp;
-[[File:Salesforce50.png|720px]]
+[[File:Salesforce50.png|720px|Salesforce50.png]]
 &nbsp;You can perform the following actions on this page:
-•&nbsp;&nbsp; &nbsp;Click Previous to go back and make any changes to the agreement. Click Next to return to this section after making the required changes.<br/> •&nbsp;&nbsp; &nbsp;Click Create to create the Agreement. After the agreement is created it is not visible to all users until it is published by its primary owner.<br/> •&nbsp;&nbsp; &nbsp;Click Create and Publish to create and publish the agreement. After the agreement is published it becomes visible to other users and a Draft watermark opens on the agreement in all states until it is approved by the designated approver.<br/> •&nbsp;&nbsp; &nbsp;Click Create and Send for Approval to create and send the agreement for approval. The agreement is sent to the approvers that are set by rule for the Contract Type selected for this agreement.<br/> •&nbsp;&nbsp; &nbsp;Click Discard Cancel to stop the agreement creation process. A discarded agreement is no longer available in ICI. You can discard the agreement from any section while creating the agreement. After the Agreement is created in Salesforce, it is available in ICI in the Draft state. You can send the agreement for approval through Salesforce, however, the approve and reject actions on the agreement can only happen through ICI.
+•&nbsp;&nbsp; &nbsp;Click Previous to go back and make any changes to the agreement. Click Next to return to this section after making the required changes.<br/> •&nbsp;&nbsp; &nbsp;Click Create to create the Agreement. After the agreement is created it is not visible to all users until it is published by its primary owner.<br/> •&nbsp;&nbsp; &nbsp;Click Create and Publish to create and publish the agreement. After the agreement is published it becomes visible to other users and a Draft watermark opens on the agreement in all states until it is approved by the designated approver.<br/> •&nbsp;&nbsp; &nbsp;Click Create and Send for Approval to create and send the agreement for approval. The agreement is sent to the approvers that are set by rule for the Contract Type selected for this agreement.<br/> •&nbsp;&nbsp; &nbsp;Click Cancel to stop the agreement creation process. A discarded agreement is no longer available in ICI. You can discard the agreement from any section while creating the agreement. After the Agreement is created in Salesforce, it is available in ICI in the Draft state. You can send the agreement for approval through Salesforce, however, the approve and reject actions on the agreement can only happen through ICI.
 </div>