Show:
Opportunity Changes
Project Creation
Requirement Managment
Task Management
Invoices in SFDC
100
These primary objects are created when an Opportunity is set to Closed Won
What is Project and Invoice
100
When this happens, a Project is automatically created.
What is an Opportunity is set to Closed Won?
100
When an Opportunity is Closed Won, this is what determines the requirements on a Project.
What is the Products associated to the Opportunity?
100
Tasks can be created automatically when this happens.
What is when an Opportunity is Closed Won and a Project is created.
100
When this happens an Invoice is automatically created.
What is an Opportunity is set to Closed Won?
200
The stage at which a deal has been confirmed and signed by the customer.
What is Closed Won?
200
This is (any) one of the fields automatically populated on the Project when created from an Opportunity.
What is Amount, Opportunity, Account, Dates, Imp Track, FTEs, Deployment Track, Opp Province.
200
The dollar amount associated with each requirement comes from this source.
What is the opportunity product, or the opportunity.
200
Tasks can be manually created when looking at this record.
What is a Requirement?
200
An additional Invoice is created when this type of product exists on the opportunity
What is Subscription?
300
The number of invoices created from an opportunity with no subscription products.
What is 1?
300
An email is sent to this person when a Project is created.
What is the Project Owner?
300
A requirement is never created for this type of product.
What is subscription?
300
Open Tasks you own can be found here
What is the Side Bar or Quick Links?
300
A report of these invoices goes to Finance daily
What is "Submitted to Finance" OR What is "Subscription (Pending)"?
400
Do this to make it easier to find what you're looking for when adding products to an opportunity
What is Filter?
400
The default status when a project is created.
What is New (Unscheduled)?
400
This button is used when Revenue needs to be recognized, even if the associated tasks are not completed.
What is the Mass Recognize button?
400
The amount of the Requirement is changed to Recognized when this happens
What is when all of the tasks for that requirement have been completed?
400
Amount Deferred and Amount Recognized is stored directly on this object.
What is the Project (or the Requirement)?
500
If an opportunity is already Closed Won, this is done in order to make an addendum to a Project or Invoice.
What is Creating a Child Opportunity?
500
Time Spent (Total) is updated at this time interval?
What is nightly?
500
This requirement is added to every project created
What is Project Administration?
500
Tasks can be claimed using the Claim Task button from this page.
What is the Task Page?
500
A product value will not be added to an invoice when this is true.
What is when the Product field "Do Not Add to Invoice" is checked.