Sheets 2 Coda

CT-Canada East/West realignment - Territory

Enable Contact-to-Site mapping

User management improvements

Merge Primary fields on Quotes

Playbooks Fields

PRR 2.5 + Global Initiative

Quote + Review

Migrate Strategy of Record (SOR) to Salesforce

Define a strategy for Contact management, especially on de-duplication (merging)

Create NA Channel Home Page

Add Agreement Auto-creation for APAC

Add Presale Product Groups for EMEA

Integration user problem for APTTUS Application Support - Subbu Venkiteswaran

RFPIO Integration with Salesforce

CPQ Team bugs & enhancements Initiative

WG - Auto-populate Camera Units from Quotes to Opportunity Product

Add Site Design to PRR

Upgrade Grants Picklist to Object w 5 fields

Disable "Not Applicable" as Incumbent

Set up Salesforce Mobile App for Sales Users with a Planned Phased Approach base

List & Challenge the 40 Opportunity tracked fields

Role change Management and Users Inactive

DocuSign Integration: Replacing Adobe for Streamlined E-Signature Processes in S

Create Salesforce Admin Pages for Fields and Objects to Fill in Data This task i

Regional dashboards changes

We Need to Rebuild the Regional Dashboards to Update View.

Make OTA form checkboxes mandatory to prevent validation errors

CPQ 2 Issues / Enhancements with Orders Canceled and Vesta

Automate Prospect Account Region & Territory upon creation

Vesta PRR

Analysis and Cleanse of Opportunity Validation Rules

International PRR Layout

Accelerate your inside sales process with a high-productivity workspace

Order Cancelled Status Sent to SFDC

Activate Contracts Object in Salesforce with Custom Columns and Data Integration

PRR Creation Logic/Flow

Organize and Clean Up Report Types

Give a way for SE to filter out WG deals

Rework SI Configurator to use Project Resources

Add Shortcut references to Google Drive folders

Redo the Audit Trail automation in FB and fix the Manager empty thing

Create Territory/State Validation Rules

Launch Try & Buy PRR for APAC

Auto-send email to sales reps when Opportunity Reference # is populated

Require & Autopopulate Market Type

PRR 3.0 and Global Adoption

CPQ workflow proposal for workflow proposal for Salesforce In App Guidance

Prospect Quote under Partner Account

Change NA default of "Proposal Resource(s) Needed" based on Product Group

OBSOLETE --------- A&NZ PRR process improvements

Launch non-CPQ Google Drive for International

Stabilize Presale Product Group update logic

Split Comm Mkts up into Utility & Petrochem

Add Opportunity Team to PRR emails

Automate Account Owner

Review Cyber Presales Assignments

Mini-Req system for mike

Adobe Agreement Settings Public Read Write

Retire Los Angeles (goes to T8-S) Territory & T8 (split into T8-N & T8-S)

Enable Topics & Tags

Give NA Sales Ops access to Revenue

New Federal Org Structure - need to move AEs and create new Territories

PRR changes for ANZ

Create Business Commercial Radio (BCR) Territory

Create a Home Page for WatchGuard

Vanished Home Page

Home Page Projects Initiative

Restrict access to change Customer & MCN Account fields

Collapse 2 PRR Object

Activities Object Update and Cleanse

Enable Macros

Change Northwest Territories Google Drive folder

Google Drive Folder Structure Needs update with balance sheet, and cof header.

CT-Canada East/West realignment - Role Hierarchy

Set up Default Territory - Phase 3/3: Automation

Quote without Folder / Folder without Quotes

Mass-update on the Opportunity and Account Google Drive folder ID fields

PRR Assignment Logic Mistake

CPQ/GDrive: Folder OK and Quote OK, but files not moving properly

Button on the quote: "Retry moving the quote" / "Move CPQ folder"

APME Government User → AP Government User

Clean up List Views

PRR Field/Layout Optimization

Set up Google Drive shortcuts for International

Upload Files during Case creation

Launch Product Family selection when returning from CPQ

Status refinement & Path on PRR

Allow for combined Spillman/Vesta/Radio quotes

PRR Tasks

PRR 2.0: Retire old PRR/Geo Map assignment User fields

Add Google Drive linking in Salesforce via Files Connect

Create an Individual master in Salesforce

Integrate Q2SC with Salesforce

PRR: Lease Agreement Required Notifications

Stop requiring Sites on non-Vesta Partner Quotes

BriefingEdge Activity integration

CPQ Support URL Redirection

Exclude MR Commission from Opportunity Products with CPQ Updates

Remove Quote Products Choice Enhancement

Google Drive pilot - North Africa

Allow Presale Geo Maps by State

Order Logging (Pre-to-post transition) process

SALESFORCE MAPPING - Canada Sales Organization

Activity Dashboard in CRMA - BI for Tasks/Activities

CPQ Files not saving to Google Drive

Streamline Territory Maintenance

Add Cybersecurity sub-discipline to PRR