- Overview
- Salesforce Edition Requirements
- Salesforce Org Sizing
- Nextian Salesforce Package Installation
- Nextian Salesforce Apps
- Post Installation Configuration
- 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
- Nextian Quoting
- 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
- Converting Opportunity/Quote To Order
- Working with DocuSign
- Sending Quote PDFs via Email
- Quote Approvals
- Quote Financial Model (New, Lost and Uptick/Downtick)
- Nextian Order Management
- Nextian Service Management, Support & Monitoring
- Services
- Service Add-Ons
- Service Changes
- Service Fulfillment Status
- Service Term, Renewal and Expiry
- Identifying Services Approaching End 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
- Service Elements
- Availability Metrics
- Performance Metrics
- Alarms
- Locations
- Scheduled Maintenance
- Services
- Standard Salesforce Object Extensions
- Dashboards and Reports
- Nextian Settings
- Nextian and Salesforce Search
- Nextian and Salesforce Omni-Channel
