Steps in the screenshots correspond to the numbers in the headings.
This is the first of 7 documents that should be reviewed in order.
- Getting Started
- Searching
- Quotes
- Discounts & Pricing Waterfall
- Key Fields
- Approval
- Putting It All Together
1. Log into Salesforce: https://advancedtech.lightning.force.com
b. Enter your ATS login credential starting with your email address for ATS.
c. If you are not automatically directed to the ATS single sign-on (SSO), click on the “Use Custom Domain” under the login fields and type in “advancedtech” to be directed to the SSO.
d. if you receive an error message like the one shown in the screen shot below, you may not have a login to Salesforce CPQ. Please contact your manager.
NOTE: For login issues or to have your password reset, contact [email protected]
2. Upon logging in, you will be directed to your ‘Home Page’. Your home page can be customized to help keep you organized. Scrolling down on the left side, you will see ‘Today’s Events’, ‘Today’s Tasks’ and ‘Recent Records’ to help you prioritize work and quickly jump back into where you left off.
3. Click on the ‘Accounts’ arrow and go the ‘All Accounts’ list view.
4. List Views can be created, modified, filtered, charted and lots of functionality exists. Anything ‘blue’ in Salesforce is a link to that record. Find an account you wish to quote and click on the Name Link.
5. Upon opening an account, you will land on the ‘Related’ tab. Think of the related tab as other things associated with whatever object you are on (i.e., related contact’s work, opportunities, quotes and other lists that are associated with this account).
On the right is ‘activity’ for the account, so you can get the full history of what has happened and what is coming up for this account. Activity is from all users doing things on that specific account, so Sally can see what tasks Mark has done to help with the complete picture for an account.
6. If no ‘Related Contacts’ exist for your Account, go to the ‘Related Contacts’ list and click on ‘New’ and create a fictitious person but with a working email address. (This will test email deliverability on a quote).
Please move on to Searching
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