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...
Jan-26-2017

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.
May-09-2016

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.
Apr-27-2016

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.
Jan-15-2016

IIG 8296 - How to create a basic SFDC report_v1

The basic steps of how to create a report in SFDC.
Nov-13-2015

IIG 8285 - Creating Oppty on Existing Customer Record_v1

Shows how to create a new Opportunity an an existing SFDC account record
Nov-03-2015

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.
Oct-22-2015

IIG 8252 - How to create SFDC Tech Support Case

Explains how to create a SFDC Tech Support case.
Oct-21-2015

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.
Sep-30-2015

IIG 8201 and IIG 8167 - SFDC & Bolt - How to Submit a CQN Form -v2

Overview of how to use the CQN web form to request changes or updates to business data in Bolt. Primary Audience: Sales Associates & those in sales support positions (LDR082114v1)
Aug-28-2015