Fonteva Training
Salesforce
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What you will learn
Overview


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Chapter - 1 Day1 Recap
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Chapter - 2 Sales Orders
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Chapter 3 - Rapid Order Entry
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Chapter 4 - Receipts
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Chapter 5 - Invoices
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Chapter 6 - Proforma Invoices
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Chapter 7 - Order Summary Builder
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Chapter 8 - Refunds
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Chapter 10 - Chatter Groups
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Chapter 11 - Directories
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Chapter 12 - Subscriptions or Memberships
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Chapter 13 - Subscription Plans
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Chapter 14 - Badging
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Chapter 15 - Packaged Items
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Chapter 16 - Memberships in the Portal
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Chapter 17 - Company Management
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Use Case - Community Sites Links on Member Portal Document
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Allow Retired Member to Renew for Active Members
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Changing the non-member price of the NAfME Academy
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Merge duplicate contacts and account by enabling Standard duplicate/matching rules
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Creating and Closing of Batch
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How to Disable Guest Checkout Option from NSA Store and Join Process
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How to fix Saved Payment Method
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How to deactivate membership and retrieve licenses
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How to implement hotjar on member portal
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Deprecated Field issue :: Refer Video
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Screenshot :: Deprecated Fields
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Webinar Sync Document
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Webinar Sync Video
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How to disable auto renewal of calendar subscription plan
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How to edit Proforma invoice template in Fonteva
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How send proforma invoice manually in renewal case
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Site For Subscribed Users
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Site For Subscribed Users Video
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How to create term for membership
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To enable “Offline Check Payment Option” for the backend Staff
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How to send customer payment receipt to backend staff Members
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How to enable reCaptcha on Create Login Page
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How to correct primary state issue in subscription line?
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How to fix transaction log
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How to change user title in the Community portal
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Change text - “Discount Code” to “Promo Code” in the checkout page
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How to change address on invoices
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How to implement hotjar on member portal
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“Nintex DocGen” license access for opportunity
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Video of “Nintex DocGen” license access for opportunity
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User unable to receive the Reset password link
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Video of User unable to receive the Reset password link
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Unknown error when uploading contacts into Salesforce campaign
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Video of Unknown error when uploading contacts into Salesforce campaign
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Page Not Found while generating the Invoice
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Video of Page Not Found while generating the Invoice
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Video of How to Update Join date on Contact
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How to Update Join date on Contact
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How to fix payment process
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Video of How to fix payment process
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Create a new Item in Fonteva
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Video of Create a new Item in Fonteva
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User unable to redirect in the LMS
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Video of User unable to redirect in the LMS
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Membership renewal reminder Email alert
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Video of Membership renewal reminder Email alert
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Update credit hours in Salesforce CEU
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Video of Update credit hours in Salesforce CEU
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How to fix issue related to splitting of Transaction Lines of a Transaction
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Update membership type from membership subscription
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Video of Update membership type from membership subscription
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How to renew membership subscription
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Video of How to renew membership subscription
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User unable to merge duplicate account
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Video of User unable to merge duplicate account
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Member showing Non-Member price but he is currently member
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Video of Member showing Non-Member price but he is currently member
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Contact Chris DeBoer is receiving unwanted emails for Unpaid Invoice Notice.- Document
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Contact Chris DeBoer is receiving unwanted emails for Unpaid Invoice Notice-Video
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Update Contact fields when another field is updated - Document
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Update Contact fields when another field is updated and when Account related object has a specific record- Video
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Update Contact field when Account related object has a specific record-Document
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Update Contact field when Account related object has a specific record - VIdeo
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Delete the Transaction which is coming in Report-Document
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Delete the Transaction related with Account - Video
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How to setup membership auto renewal process and automatic payment
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Video of How to setup membership auto renewal process and automatic payment
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Video of How to fix issue related to splitting of Transaction Lines of a Transaction
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How to reduce and get the actual Membership Renewal price in Community
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Video of How to reduce and get the actual Membership Renewal price in Community
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How to resolve Primary Chapter Error on Contact
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Video of How to resolve Primary Chapter Error on Contact
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Why was Line adjustment created in Credit Memo
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Video of Why was Line adjustment created in Credit Memo
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How to remove expired membership to be displayed in Community Portal
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How to send email notification to Staff members when a new member joined in membership
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Why was Invoice being due for balance when it has receipt
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How to update program profile status
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Video of How to update program profile status
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Email Notification when membership application submitted in community portal
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Video of Email Notification when membership application submitted in community portal
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Cookie acceptance feature in Production not enabled
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Event status was not updating properly
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Storage limit exceeded due to excessive System logs
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Video of Storage limit exceeded due to excessive System logs
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Video of How to remove expired membership to be displayed in Community Portal
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Video of How to send email notification to Staff members when a new member joined in membership
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Video of Why was Invoice being due for balance when it has the receipt
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Video of Cookie acceptance feature in Production not enabled
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Video of Event status was not updating properly
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User getting redirected to the invalid page while trying to login
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Video of User getting redirected to the invalid page while trying to login
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Reset Password Menu Item missing in Community
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Video of Reset Password Menu Item missing in Community
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Adding Lightning Component for Quote to create Quote line
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Video of Adding Lightning Component for Quote to create Quote line
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Adding custom button in managed App
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Approval process for Opportunity and Quote
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Video of Approval process for Opportunity and Quote
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Video of Adding custom button in managed App
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Add a new role for the Community Group
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Creating dummy Password for Member
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NAfME Invoice: Change of address
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How to auto correct bad address check box
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How to add a subject line in the call log section
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How to change admin license
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How to create a subscription Plan in Fonteva
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How to create Event Report
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CE uploads list in Salesforce.
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Proforma invoice link is not working.
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Video of Proforma invoice link is not working.
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Apply DES Source Code to all DES items
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video of Apply DES Source Code to all DES items
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Dashboards permission in Salesforce org
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Video of Dashboards permission in Salesforce org
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User wants to log in with a new email id
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Video of User wants to log in with a new email id
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Package Upgradation
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Video of Package Upgradation
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Create Lightning Component for Lightning Page
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Video of Create Lightning Component for Lightning Page
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How to update paid through Date
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How to add a value to a field of an object
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How to add a value to a field of an object
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How to Add Column to the Account
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How to Fix Transaction Logs
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Update Product and services offered field
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Payment processing but not being applied to Salesforce record
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How to setup SKUs for items in Fonteva
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How to make changes in renewal process
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How to edit Description for Merchandise
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Merging of two Accounts
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How to make preferred address field mandatory
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How to make custom formula field
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Login issue community portal- reset password
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Enable sales order listing tick icon by creating custom field
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How to update Email Template sent to members - membership expiry
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Registrations issue with Event
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Change membership subscription type from auto-renew
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How to restrict or access event badges permissions
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How to add a category to the “Log a Call” category list
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Add a proposal due date field to grants opportunities
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How to close an event and make it invisible from the event calendar
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Membership renewal link
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How to fix external event display name in email template
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Switch account associated with Zoom API
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Process for subscription cancellation update
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Video of Process for subscription cancellation update
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Assign Task to another user
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Video of Assign Task to another user
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Sales order is pre-processed for schedule payment
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Video of Sales order is pre-processed for schedule payment
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Delete Source Code from Test Record
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Video of Delete Source Code from Test Record
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Reset Email Template Text
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Video of Reset Email Template Text
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User wants Access to membership dashboard
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Video of User wants Access to membership dashboard
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Members not expiring when adjusting term end dates
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video of Members not expiring when adjusting term end dates
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Video of CE uploads list in Salesforce
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Change the Subscription plan to Lifetime
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Video of Change the Subscription plan to Lifetime
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Missing Transaction Lines
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Video of Missing Transaction Lines
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Add SuperNav Bar on Portal
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Send Email Button on Account- Activity history –Page Layout
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Automated Email Templates, Workflow Rules, Automated Email Responses
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How to build a report and dashboard
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Use Case :: MAPI-56 Recording
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Use Case MAPI-56 Screenshot
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Use Case MAPI - 44
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Use Case - Broadcom Cases not showing in the portal
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Macro Case Responder Flow: Utility Menu
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Dynamic Report Button
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How to add image in listing
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Use Case - Import Account information
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Screenshot
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Import Campaign Member FIle into Production
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Upgrade NPSP2 to NPSP3
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Recurring donation Functionality
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Invoice Age
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Pardot Implementation
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Pardot Engagement Journey and Engagement History
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Screenshot - Add new fields in Related List
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Created Formula Field
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Apply in Layout
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Change Set - Custom Field
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Screenshot Sharing Settings
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Document - Relative URL
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Rest API Callout
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SDMA Enhancement
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Case Comment Notification Filters
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Need to add TAC to the list of email senders
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User Access Required
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User Access Required
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Sac county community portal- Make address fields Mandatory
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Sac county community portal- Make address fields mandatory
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Forecast Update
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Forecast Update
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Roll-up summary fields
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Future Annotation
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User Acccess Required
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New User Permission : Edit & Delete Activated Orders
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Remove Chatter Handle and Email Sender
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Template Access Issue
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Campaign Influence
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Using JSON Object
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Scheduling Jobs from Apex class
