Salesforce org MyDomain must be set to ensure that custom Nextian lightning components work properly:
Setup → Company Settings → MyDomain
Click here for more information on MyDomain.
- Overview
- Salesforce Edition Requirements
- Salesforce Org Sizing
- Nextian Salesforce Package Installation
- Nextian Salesforce Apps
- Post Installation Configuration [13]
- Setting Default Apps
- Configuring App Utility Items
- Configuring Dashboards Access
- Configuring Standard Objects Layouts and Lightning Pages
- Setting MyDomain
- Configuring Case/Support Settings
- Setting User Permissions
- Enabling Setting Object Audit Fields
- Creating Queues
- Configuring Field History Tracking
- Configuring Picklist Color Coding
- Enabling Person Accounts for Residential Services
- Pairing With NMS/RMM Systems
- Nextian Quote-to-Cash (QTC) Model
- Nextian Product Management [20]
- Nextian CPQ & Sales Management [39]
- Quote Line Item Types
- Creating New Quotes
- One-Click Service Change Quotes
- Adding Quote Line Items [1]
- Creating Quotes from Templates
- Understanding Quote Details
- Changing Service Renewal Types on Quotes
- Cloning Individual Quote Line Items
- Ordering Quote Line Items
- Applying Markups and Discounts
- Resetting Markups and Discounts
- Quote and Quote Line Item Validation
- Re-Reading Quote Pricing
- Requesting Dynamic/Marketplace Product Pricing
- Navigating from Quote Line Items to Products
- Syncing Quotes
- Quote Cloning
- Exporting Quotes to Excel
- Creating Quote PDFs [2]
- Working with DocuSign [4]
- Sending Quote PDFs via Email
- Quote Approvals [3]
- Converting Opportunities and Quotes to Orders [1]
- Quote Financial Model (New, Lost and Uptick/Downtick) [4]
- Nextian Order Management [42]
- Order Origination
- Order Line Items
- Order Summary
- Order Status
- Managing Orders [7]
- Work Orders [5]
- Work Order Tasks [11]
- Work Order Task Status
- Task Ownership, Assignment and Routing
- Working with Task Lists
- Changing Ownership / Assigning Tasks
- Starting Tasks
- Completing Tasks
- Completing Automated Tasks With Manual Execution Type
- Automated Tasks Error Handling
- Dismissing Tasks
- Restarting Tasks
- Work Order Execution Chart
- Task Tracking & Scheduling
- Order Risk Management [4]
- Salesforce Chatter and Nextian Orders
- Order Last Touch / Last Touch Date
- Exporting Orders to Excel
- Using AI for Order Processing [2]
- Nextian Service Management, Support & Monitoring [41]
- Services [18]
- Service Add-Ons
- Service Changes
- Service Fulfillment Status
- Service Term, Renewal and Expiry
- Identifying Month-to-Month Services
- Identifying Services Approaching End of Term
- Starting Services
- Managing/Changing Service Fulfillment Status
- Re-terming Services / Customer Renewals
- Re-rating / Changing Service MRR
- Changing Service Account / Transfer of Billing
- Canceling Services
- Service Elements
- Creating Service Elements From Templates
- Service Financial Model
- Service Contacts
- Service Timeline
- Service Validation Rules
- Upgrade Opportunities
- Service Elements [6]
- Availability Metrics
- Performance Metrics
- Alarms
- Service Locations [3]
- Scheduled Maintenance [3]
- Using AI for Customer Support [2]
- Services [18]
- Standard Salesforce Object Extensions [4]
- Dashboards and Reports
- Nextian Settings [11]
- OpenAI Integration [2]
- Nextian and Salesforce Search
- Nextian and Salesforce Omni-Channel
