SFDC Process

Articles

Configure a Quote in CPQ in SFDC
Send SalesLoft Template in SFDC
SFDC - Assigning Primary Contact Role
SFDC - Log Event in Outlook
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Uploading Executed Contracts in SFDC
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Logging an Event to Opportunity
This section will cover how to log an event to an opportunity directly in SFDC outside of the outlook plug-in integration process. Log into Salesforce: Access your Salesforce account by logging in with your credentials. Navigate to O...
SFDC - Logging Events
Events in Salesforce are forward-looking activities that represent scheduled meetings, such as conferences, trade shows, or meetings. Events can be logged before they happen and will appear in the Upcoming & Overdue section until the start time. O...