IIG Article Videos
IIG 9538 - Dupeblocker_v3
This video gives a walk thru of the Dupeblocker application running inside SFDC. It helps block creation of duplicate Account records by Users, while also providing links to existing records, or throwing up a code error so user...
IIG 8907 - NPX Opportunity creation path
This is a video walk thru of how to create a Netprospex product Opportunity which will bill thru the Global QTC (Apptus) path.
IIG 8859 - Creating New MA from Opportunity record
Overview of how to create an MA off an Opportunity, and what drives the "Initiate MA" button to be enabled and available.
IIG 8391 - Knowledge in SFDC for General Users including Sales
Overview of the Knowledge area in SFDC including basic navigation, searching & filtering. Specific to Visual Force Knowledge that supports embedded videos and Content viewers.
IIG 8285 - Creating Oppty on Existing Customer Record_v1
Shows how to create a new Opportunity an an existing SFDC account record
IIG 8196 - Account Creation - Best Practice from Lead Convert_v3
Explains how to create a robust Lead record and then use the Convert process to automatically create clean & robust Account, Contact & Oppty records that are related.
IIG 8212 - How to Add TAB in SFDC 2015-09-30 15-27-42
Provides step by step walk thru in SFDC of how to quickly add a tab in SFDC or rearrange the order of tabs.