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General Usage

  • Creating an Order

    Overview An Order is a binding agreement sent to the customer to be excuted. The Order represents the pu...

    Jul 18, 2014 11:32AM PDT
  • Creating a Quote

    Overview A Quote is a non-binding proposal, "what-if" scenario, that can be sent to the client in PDF for...

    Jul 18, 2014 11:31AM PDT
  • Creating an Opportunity

    Overview An Opportunity is a standard object. Opportunities can be made from either an Accou...

    May 08, 2014 12:19PM PDT
  • Kugamon Address Mapping

    Overview The Billing and Shipping Addresses for the Account lives on the Account Object. Contacts also h...

    May 08, 2014 12:20PM PDT
  • Storing a Credit Card

    Overview Credit Card storing is a functionality Kugamon brings to Salesforce. The System Administrator w...

    May 11, 2014 01:00PM PDT
  • Making a Payment on an Order

    Overview A manual payment can be made from the Order. For the reason that the Order is a binding agreeme...

    May 08, 2014 12:21PM PDT
  • Creating a New Contact

    Overview Contacts is a standard object. A new Contact can be created from the Account rel...

    May 08, 2014 12:21PM PDT
  • Creating a New Payment Method for a Contact

    Overview A Payment Method is tied to a Contact Record. There are multiple ways to store a Payment Method...

    May 08, 2014 12:21PM PDT
  • Generating Quotes & Orders from an Opportunity

    Overview The End User has the ability to generate Quotes and Orders from an Opporutnity. Depending on th...

    May 08, 2014 12:21PM PDT
  • Creating/Setting up an Account

    Overview An Account can be created by being converted from a lead or through the account tab. The Account h...

    Jun 26, 2018 12:38PM PDT

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