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Copy of Salesforce Designer CXT + Adobe Sign
Salesforce Initial Set-Up
Adobe Sign Set-Up
Sales & Design Con.: Day in the Life
05. Updating the Opportunity Sub-Status
06. 'Create CAD Project' from the Opportunity
07. Updating the Initial Consultation Status and Projected Sale Date
08. Documenting the Consultation
09. Upload CAD to SF
10. Upload to CAD to SF: When you did not use "Create CAD Project" button and Opportunity ID is missing
Design Details Page Overview
11. Send Proposal to Client
12. Dashboard Documentation
13. Follow-Up Steps to Complete
CXT: Contract/Change Orders/Add-Ons
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Sales & Design Con.: Day in the Life
Sales & Design Con.: Day in the Life
Siraya Bell
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Siraya Bell
Oct 27, 2023
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05. Updating the Opportunity Sub-Status
05. Updating the Opportunity Sub-Status
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