Salesforce Reference Guide Version 7.0

SOP’s Standard Operating Procedures document any changes in our day to day processes for our most utilized tools. For example, any updates to Salesforce, Enterprise quoting, opportunities, and/or Pandadoc will all be documented in these two chapter folders. These lists are updated frequently and notifications are also sent out to Sales Leaders as SOP’s are published. As information and processes change and update, please reference these folders for accurate and up-to-date information.

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