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INSTALL STAGE GLOSSARY & INSTALLATION MACRO HOT KEY GLOSSARY

Tonal Learning and Development

Created on July 6, 2023

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Transcript

Installation Milestones:

Install stage glossary & Installation Macro hot key glossary

START

INSTALL STAGE GLOSSARY

Being able to identify the correct install stages is vital to ensure everything is going as it should with our customers order. Let's take a look at the install stages in chronological order. Click the link below to open the "Install Stage Glossary" article in Salesforce.

Link

Installation Milestones: Macro hot key glossary

To increase the ease in finding a macro and to be more efficient, Macro Hot Keys can help you easily locate macros based on a specific key code (number) rather than searching by name. This Glossary links every Installation Milestone macro to help you easily locate the different macros. Let's take a look at the macros available for installation milestones. Click the link below to open the "Installation Milestones: Macro Hot Key Glossary" article in Salesforce.

Link

Recap

Identifying the correct install stages is vital to ensure everything is going as it should with our customers order. In the same way, we must make sure we are using the corresponding marco for each scenario to ensure customers/members are receiving the correct information and updates from our behalf. IF THERE IS AN APPLICABLE MACRO, WE MUST USE IT!