• Overview
• Salesforce Edition Requirements
• 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 Residential Accounts
  • Pairing With NMS/RMM Systems
• Nextian Sales
• Nextian Quote-to-Cash (QTC) Model
• Nextian Product Management ^[19]
  • Product Record Types
  • Product Metadata
  • Price Books
  • Price Book Entries ^[1]
    • Vendor Price Book Entries
  • Work Order Templates ^[3]
    • Automated Work Order Template Tasks
    • Importing and Exporting Work Order Templates
    • Cloning Work Order Templates
  • Service Templates ^[4]
    • Element Structure Definition
    • Validating Service Templates
    • Creating Service Templates From Existing Services
    • Updating Price Book Costs From Service Templates
  • Quote Item Templates ^[3]
    • Creating New Quote Item Templates
    • Activating and Deactivating Quote Item Templates
    • Validating Quote Item Templates
  • Product Parts
• Nextian Quoting ^[36]
  • Quote Line Items
  • Creating Quotes
  • Adding Quote Line Items
  • Adding Quote Line Items From Templates
  • Changing Service Renewal Type
  • 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]
    • Quote PDF Templates
    • Preparing Quote Templates for DocuSign
  • Converting Opportunity/Quote To Order ^[1]
    • Reseller Information Propagation
  • Working with DocuSign ^[4]
    • Requesting DocuSign Signature
    • Checking DocuSign Signature Status
    • Opening Quote Envelope in DocuSign
    • Canceling (Voiding) DocuSign Signature Request
  • Sending Quote PDF via Email
  • Quote Approvals ^[3]
    • Approval Process Configuration
    • Examining Quote Approval History
    • Finding Quotes Pending Approval
  • Quote Financial Model (New, Lost and Uptick/Downtick) ^[4]
    • New Account / Logo Identification
    • New Sales / Cross-Sell and Upsell
    • Recurring and Non-recurring Profit Calculations
    • Total Contract Value
• Nextian Order Management ^[38]
  • Order Origination
  • Order Line Items
  • Order Summary
  • Order Status
  • Managing Orders ^[7]
    • Adding Order Line Items
    • Creating Order Line Items
    • Navigating From Order Line Items To Products
    • Starting Orders
    • Canceling Orders
    • Completing Orders
    • Deleting Orders and Order Line Items
  • Work Orders ^[5]
    • Work Order Status
    • Starting Work Orders
    • Completing Work Orders
    • Canceling Work Orders
    • Restarting Work Orders
  • Work Order Tasks ^[10]
    • Work Order Task Status
    • Task Ownership, My Tasks and Departmental List Views
    • 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]
    • Creating Order Risks
    • Changing Risks Ownership
    • Resolving Risks
    • Reopening Risks
  • Salesforce Chatter and Nextian Orders
  • Last Touch / Last Touch Date
  • Exporting Orders to Excel
• 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]
    • Element Changes
    • Changing Element Cost
    • Changing Element Provider
  • Availability Metrics
  • Performance Metrics
  • Alarms
  • Locations ^[1]
    • Location Address Validation
  • Scheduled Maintenance ^[3]
    • Creating Maintenance Windows
    • Adding Services To Maintenance Windows
    • Removing Services From Maintenance Windows
• Standard Salesforce Object Extensions ^[4]
  • Accounts
  • Products
  • Cases
  • Additional Object Ownership Fields
• Dashboards and Reports
• Nextian Settings ^[9]
  • Job Scheduler
  • DocuSign Integration
  • Service Name Generation
  • Address Validation
  • Disabling Triggers
  • Web Browser Logging
  • REST Callout Logging ^[2]
    • Enabling REST Callout Logging
    • Examining REST Callout Logs
• Nextian and Salesforce Search
• Nextian and Salesforce Omni-Channel