Salesforce - Revision history

WikiSysop at 14:29, 4 September 2022

2022-09-04T14:29:56Z

WikiSysop at 13:30, 4 September 2022

2022-09-04T13:30:27Z

WikiSysop at 12:46, 4 September 2022

2022-09-04T12:46:07Z

WikiSysop at 14:09, 3 September 2022

2022-09-03T14:09:32Z

WikiSysop at 13:56, 3 September 2022

2022-09-03T13:56:52Z

WikiSysop at 10:33, 3 September 2022

2022-09-03T10:33:21Z

WikiSysop at 10:21, 2 September 2022

2022-09-02T10:21:14Z

WikiSysop at 08:16, 2 September 2022

2022-09-02T08:16:47Z

WikiSysop at 12:17, 13 May 2022

2022-05-13T12:17:56Z

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WikiSysop at 12:17, 13 May 2022

2022-05-13T12:17:17Z

@@ Line 655: / Line 655: @@
 &nbsp;
@@ Line 684: / Line 685: @@
 .&nbsp;Click on “New Topic” on Collaboration sub tab. “Create a New Topic” dialog box will open.
-<div class="image-green-border">[[File:8.2-RevampingSFDC4.png|720px]]</div>
+<div class="image-green-border">[[File:8.2-RevampingSFDC4.png|720px|8.2-RevampingSFDC4.png]]</div>
 .&nbsp;Select the participants by clicking on the “Add Participants” icon present right of the select user box.
-<div class="image-green-border">[[File:8.2-RevampingSFDC5.png|720px]]</div>
+<div class="image-green-border">[[File:8.2-RevampingSFDC5.png|720px|8.2-RevampingSFDC5.png]]</div>
 .&nbsp;The “Select Participants” dialogue box will open. Select the required participants and click “Add”.
-<div class="image-green-border">[[File:8.2-RevampingSFDC6.png|720px]]</div>
+<div class="image-green-border">[[File:8.2-RevampingSFDC6.png|720px|8.2-RevampingSFDC6.png]]</div>
 .&nbsp;The added users will be displayed inside “Selected Users” box. Add a “Subject” and a “Message” and click on “Create”.
-<div class="image-green-border">[[File:8.2-RevampingSFDC7.png|720px]]</div>
+<div class="image-green-border">[[File:8.2-RevampingSFDC7.png|720px|8.2-RevampingSFDC7.png]]</div>
 .&nbsp;New topic will be created under collaboration.
@@ Line 696: / Line 697: @@
 .Click down arrow button present right of the note heading in the right scroll pane. The “Add Note” dialog box will open.
+<div class="image-green-border">[[File:8.2-RevampingSFDC8.png|500px|8.2-RevampingSFDC8.png]]</div>
 .&nbsp;Enter the note and click “Add”.
+<div class="image-green-border">[[File:8.2-RevampingSFDC9.png|600px|8.2-RevampingSFDC9.png]]</div>
 .&nbsp;To view all the notes, click “View All” button at the bottom of the notes box. The “View All” page will open.
+<div class="image-green-border">[[File:8.2-RevampingSFDC10.png|500px|8.2-RevampingSFDC10.png]]</div>
 . User can “Search”, “Manage” and “Add Note” from the “View all” notes page.
+<div class="image-green-border">[[File:8.2-RevampingSFDC11.png|720px|8.2-RevampingSFDC11.png]]</div>
 '''Teams Sub Tab''': To add a new team member&nbsp;
 .&nbsp;Click down arrow button present right of the Teams heading in the right scroll pane. The “Add Team Member” dialog box will open.
 .&nbsp;Select the role from “Select Role” dropdown.
+<div class="image-green-border">[[File:8.2-RevampingSFDC13.png|600px]]</div>
 .&nbsp;Set the “Step Number” if applicable, select the desired users.
+<div class="image-green-border">[[File:8.2-RevampingSFDC14.png|600px]]</div>
 .&nbsp;Add a note if required, click “Add”. The team member will be added.
 . To view all the team members, click “View All” button at the bottom of the Teams box. The “View All” page will open.
+<div class="image-green-border">[[File:8.2-RevampingSFDC15.png|600px]]</div>
 .&nbsp;User can “Search”, “Manage” and “Add Team Member” from the “View all” Teams page.

@@ Line 655: / Line 655: @@
 &nbsp;
@@ Line 669: / Line 670: @@
 '''Details Sub Tab''':&nbsp;Details subtab displays the agreements details overview.
-<div class="image-green-border">[[File:8.2-RevampingSFDC.png|720px]]</div>
+<div class="image-green-border">[[File:8.2-RevampingSFDC.png|720px|8.2-RevampingSFDC.png]]</div>
 '''Associations Sub Tab''': The associations sub displays all the associations linked to an agreement, with hyperlink to associations details added in first column. Click the association name to view association details.
-<div class="image-green-border">[[File:8.2-RevampingSFDC1.png|720px]]</div>
+<div class="image-green-border">[[File:8.2-RevampingSFDC1.png|720px|8.2-RevampingSFDC1.png]]</div>
 '''Amendments Sub Tab''': Amendments sub tab gives ability to preview document using the down arrow button present at the right and then click “Preview Document” option.
-[[File:8.2-RevampingSFDC2.png|720px]]
+[[File:8.2-RevampingSFDC2.png|720px|8.2-RevampingSFDC2.png]]
 After clicking “Preview Document” the “Preview Document” dialogue box pops up.
-[[File:8.2-RevampingSFDC3.png|720px]]
+[[File:8.2-RevampingSFDC3.png|720px|8.2-RevampingSFDC3.png]]
 Collaboration Sub Tab: The Collaboration sub tab displays topics and messages added for collaboration. To create a new topic
 .&nbsp;Click on “New Topic” on Collaboration sub tab. “Create a New Topic” dialog box will open.
+<div class="image-green-border">[[File:8.2-RevampingSFDC4.png|720px]]</div>
-&nbsp;
-−
 .&nbsp;Select the participants by clicking on the “Add Participants” icon present right of the select user box.
+<div class="image-green-border">[[File:8.2-RevampingSFDC5.png|720px]]</div>
 .&nbsp;The “Select Participants” dialogue box will open. Select the required participants and click “Add”.
+<div class="image-green-border">[[File:8.2-RevampingSFDC6.png|720px]]</div>
 .&nbsp;The added users will be displayed inside “Selected Users” box. Add a “Subject” and a “Message” and click on “Create”.
+<div class="image-green-border">[[File:8.2-RevampingSFDC7.png|720px]]</div>
 .&nbsp;New topic will be created under collaboration.

@@ Line 655: / Line 655: @@
 &nbsp;
 == Revamping ICI Salesforce User Interface&nbsp; ==
@@ Line 668: / Line 669: @@
 '''Details Sub Tab''':&nbsp;Details subtab displays the agreements details overview.
+<div class="image-green-border">[[File:8.2-RevampingSFDC.png|720px]]</div>
 '''Associations Sub Tab''': The associations sub displays all the associations linked to an agreement, with hyperlink to associations details added in first column. Click the association name to view association details.
+<div class="image-green-border">[[File:8.2-RevampingSFDC1.png|720px]]</div>
 '''Amendments Sub Tab''': Amendments sub tab gives ability to preview document using the down arrow button present at the right and then click “Preview Document” option.
 After clicking “Preview Document” the “Preview Document” dialogue box pops up.
 Collaboration Sub Tab: The Collaboration sub tab displays topics and messages added for collaboration. To create a new topic
 .&nbsp;Click on “New Topic” on Collaboration sub tab. “Create a New Topic” dialog box will open.
 .&nbsp;Select the participants by clicking on the “Add Participants” icon present right of the select user box.

@@ Line 362: / Line 362: @@
 . On the upper right corner of your ICI page, '''click'''&nbsp;''Search'' icon. The Search page opens.&nbsp;<br/> 2.&nbsp;In the ''Please select Entities to search'' list, select the entity that you want to search such as Agreement or Contract Request and then '''type '''the entity that you want to display in the search text box. The relevant search results open.&nbsp;<br/> 3.&nbsp;On the upper right corner of the search results, click ''Save''&nbsp;icon to save your search. The Save Search window is displayed. &nbsp;<br/> 4. In the Save search as box, type the name of the saved search as a URI such as SF_OPP_CR for a contract request, or SF_OPP_Contract for a contract request. &nbsp;<br/> Similarly, you can create&nbsp;saved searches for the remaining entities. The entity and field to filter will be different.
 <div class="note-box">'''Note''':&nbsp;For core ICI related configuration, refer to ICI admin guide.&nbsp;<br/> Within Salesforce, ICI will be accessible as per the ICI based User context so if there is anything which you need to control at the user end, please control the user settings from core ICI product.</div> <div class="image-green-border">&nbsp;</div>
@@ Line 375: / Line 376: @@
 .&nbsp;List of all the customer accounts is displayed, click on the desired customer name. The Account details page for that customer opens.
-<div class="image-green-border">[[File:8.2-Visibility of products and services2.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.2-Visibility of products and services2.png|720px|8.2-Visibility of products and services2.png]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;Click “Agreement Lines”. The Agreement Lines subtab will open, displaying list of products sold to the customer.
+<div class="image-green-border">[[File:8.2-Visibility of products and services3.png|720px]]</div>
-&nbsp;
-−
 .&nbsp;To view the list of all the products sold to the customer, click “View All”. The list of all the products and services sold to the customer will be displayed.
+<div class="image-green-border">[[File:8.2-Visibility of products and services4.png|720px]]</div> <div class="image-green-border">[[File:8.2-Visibility of products and services5.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The “Agreement Lines” displays only active products and services from executed contracts.</div>
 &nbsp;
-−
 Note: The “Agreement Lines” displays only active products and services from executed contracts.
-−
-&nbsp;
-−
-&nbsp;
-−
 &nbsp;
 == Updating Saved Search Configuration&nbsp; ==

@@ Line 362: / Line 362: @@
 . On the upper right corner of your ICI page, '''click'''&nbsp;''Search'' icon. The Search page opens.&nbsp;<br/> 2.&nbsp;In the ''Please select Entities to search'' list, select the entity that you want to search such as Agreement or Contract Request and then '''type '''the entity that you want to display in the search text box. The relevant search results open.&nbsp;<br/> 3.&nbsp;On the upper right corner of the search results, click ''Save''&nbsp;icon to save your search. The Save Search window is displayed. &nbsp;<br/> 4. In the Save search as box, type the name of the saved search as a URI such as SF_OPP_CR for a contract request, or SF_OPP_Contract for a contract request. &nbsp;<br/> Similarly, you can create&nbsp;saved searches for the remaining entities. The entity and field to filter will be different.
 <div class="note-box">'''Note''':&nbsp;For core ICI related configuration, refer to ICI admin guide.&nbsp;<br/> Within Salesforce, ICI will be accessible as per the ICI based User context so if there is anything which you need to control at the user end, please control the user settings from core ICI product.</div> <div class="image-green-border">&nbsp;</div>
 == Agreement Lines Sub tab ==
@@ Line 368: / Line 369: @@
 <div class="note-box">'''Note''': The agreement line subtab can only be accessed through sales instance.</div>
 &nbsp;
-<div class="image-green-border">[[File:8.2-Visibility of products and services.png|720px]]</div>
+<div class="image-green-border">[[File:8.2-Visibility of products and services.png|720px|8.2-Visibility of products and services.png]]</div>
 .Click “Account”. The “Accounts” tab will open.
-&nbsp;
+[[File:8.2-Visibility of products and services1.png|720px|8.2-Visibility of products and services1.png]]
-<div class="image-green-border">[[File:8.2-Visibility of products and services1.png|720px]]</div>
 .&nbsp;List of all the customer accounts is displayed, click on the desired customer name. The Account details page for that customer opens.
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.2-Visibility of products and services2.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
 .&nbsp;Click “Agreement Lines”. The Agreement Lines subtab will open, displaying list of products sold to the customer.

@@ Line 631: / Line 631: @@
 &nbsp;
 == Displaying validations when uploading documents via Salesforce related contracts grid ==
@@ Line 661: / Line 662: @@
 *For older document versions&nbsp;
 *If differences are found in the uploaded document.
 *If any errors are found in the document or the document itself is invalid.

@@ 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 ==