- Overview
- Salesforce Edition Requirements
- Salesforce Org Sizing
- Nextian Salesforce Package Installation
- Nextian Salesforce Apps
- Post Installation Configuration [13]
- Setting Default Apps
- Configuring Console Apps 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 Personal Accounts for Residential Services
- Pairing With NMS/RMM Systems
- Nextian Sales
- Nextian Quote-to-Cash (QTC) Model
- Nextian Product Management [19]
- Nextian Quoting [37]
- Quote Line Items
- Creating Quotes
- One-Click Service Change Quotes
- Adding Quote Line Items
- Adding Quote Line Items From Templates
- Changing Service Renewal Types On Quotes
- Cloning Individual Quote Line Items
- Ordering Quote Line Items
- Applying Markups and Discounts
- Resetting Markups & 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]
- Converting Opportunity/Quote To Order [1]
- Working with DocuSign [4]
- Sending Quote PDF via Email
- Quote Approvals [3]
- Quote Financial Model (New, Lost and Uptick/Downtick) [4]
- Nextian Order Management [38]
- Nextian Service Management, Support & Monitoring [32]
- Services [17]
- Service Add-Ons
- Service Changes
- Service Fulfillment Status
- Service Term, Renewal and Expiry
- Finding services approaching and of term and month-to-month services
- 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
- Elements [3]
- Availability Metrics
- Performance Metrics
- Alarms
- Locations [1]
- Scheduled Maintenance [3]
- Services [17]
- Standard Salesforce Object Extensions [4]
- Dashboards and Reports
- Nextian Settings [9]
- Nextian and Salesforce Search
- Nextian and Salesforce Omni-Channel
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