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CXT - Salesforce Designer CXT + Adobe Sign
Adobe Sign Set-Up - Designer CXT
Create CAD Project
'Upload to Salesforce' button in CADPro
Overview - Design Details Page
Uploading the Design to Dash
Create Proposal or Contract
Send Adobe Sign Agreements
Contract: Video - How to create a Contract
Contract - Adobe Sign
Payment Requests
Dash - Designers to update the following in Dash
Change Orders
Add Ons
Troubleshooting - Designer CXT
Applying Discounts in Salesforce
Recorded Designer CXT Training Sessions
Video - 6/22/23 Designer CXT Overview Training Preview Part 12
Video - 6/27/23 - Training Preview - Part 22
Video - 7/10/23 Session 1, Initial Training2
Video - 7/12/23 Session 1 Designer CXT - Office Hours2
Video - 7/13/23 Session 1 Designer CXT - Office Hours2
Video - 7/14/23, Discounts, Change Orders and Add-on's2
CXT Plan Review - Service Submissions
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Salesforce Designer CXT
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Recorded Designer CXT Training Sessions
Recorded Designer CXT Training Sessions
Deanna Nielsen
Siraya Bell
Owned by
Deanna Nielsen
Last updated:
Dec 08, 2023
by
Deanna Nielsen
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Dash - Designers to update the following in Dash
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CXT - Salesforce Designer CXT + Adobe Sign
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