- Видео 293
- Просмотров 27 147
KUGAMON
США
Добавлен 6 мар 2006
Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce.
On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to common Salesforce questions, and interviews from Salesforce customers wanting the most for their Sales Operations and Revenue Operations teams.
Our Revenue Operations (RevOps) apps are ranked #1 on the Salesforce AppExchange (Salesforce App Store) due to the success and recognition of our next generation Lightning-based CPQ technology.
On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to common Salesforce questions, and interviews from Salesforce customers wanting the most for their Sales Operations and Revenue Operations teams.
Our Revenue Operations (RevOps) apps are ranked #1 on the Salesforce AppExchange (Salesforce App Store) due to the success and recognition of our next generation Lightning-based CPQ technology.
Undelete a Room
#kugamon #tips
In this video we go over how you can recover a deleted Room.
Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce.
On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to common Salesforce questions, and interviews from Salesforce customers wanting the most for their Sales Operations and Revenue Operations teams.
Subscribe to our RUclips channel for new videos: kuga.co/yt
Visit our AppExchange Listings:
- Kugamon RevOps for Salesforce: kuga.co/revops-appex
- Kugamon Account/Conta...
In this video we go over how you can recover a deleted Room.
Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce.
On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to common Salesforce questions, and interviews from Salesforce customers wanting the most for their Sales Operations and Revenue Operations teams.
Subscribe to our RUclips channel for new videos: kuga.co/yt
Visit our AppExchange Listings:
- Kugamon RevOps for Salesforce: kuga.co/revops-appex
- Kugamon Account/Conta...
Просмотров: 5
Видео
Create a Room from the Room Tab
Просмотров 616 часов назад
#kugamon #tips In this video we go over how to Create a Room from the Room Tab. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to comm...
Understand a Room - Part 5 - History
Просмотров 14День назад
#kugamon #tips In this video we go over the Rooms History Tab. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to common Salesforce que...
Understand a Room - Part 4 - Engagement
Просмотров 17День назад
#kugamon #tips In this video we go over the Rooms Engagement Tab. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to common Salesforce ...
Understand a Room - Part 3 - Relationships
Просмотров 714 дней назад
#kugamon #tips In this video we go over the Rooms Relationships Tab. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to common Salesfor...
Create a Room from an Opportunity
Просмотров 514 дней назад
#kugamon #tips In this video we review how you can create a Room directly from an Opportunity record. Need to Add the Rooms Related List to your Account record? - Check out our video tutorial here: ruclips.net/video/LDcN-R7OBSo/видео.html Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-...
Create a Room from an Account
Просмотров 614 дней назад
#kugamon #tips In this video we review how you can create a Room directly from an Account record. Need to Add the Rooms Related List to your Account record? - Check out our video tutorial here: ruclips.net/video/LDcN-R7OBSo/видео.html Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru...
Access the Kugamon Rooms Application
Просмотров 1314 дней назад
#kugamon #tips In this video we review how Admins and End Users can Access the Kugamon Rooms Application. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and func...
Forecast in Salesforce #tips
Просмотров 3921 день назад
#kugamon #tips In this video we review the steps necessary to setup Forecasting for your users within Salesforce. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news ...
Leads versus Opportunities in Salesforce #tips
Просмотров 1321 день назад
#kugamon #tips In this video we review the difference between Leads and Opportunities within Salesforce. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and funct...
Create a Salesforce Files Public Link #tips
Просмотров 2328 дней назад
#kugamon #tips In this video we review the steps that you can take to create a Public Link to a Salesforce File that has an expiration date. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the l...
Dynamic Related Lists Overview in Salesforce #tips
Просмотров 31Месяц назад
#kugamon #tipsIn this video we review an overview of Dynamic Related Lists in Salesforce. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answe...
Understand a Room - Part 1 - Details
Просмотров 23Месяц назад
#kugamon #tips In this video we go over a Rooms record. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and functionality, answers to common Salesforce questions,...
Enable Notes in Salesforce #tips
Просмотров 21Месяц назад
#kugamon #tips In this video we will walk through the steps you need to add Notes to your Salesforce objects. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tuned for the latest Kugamon product news and ...
Add Permission Sets to Salesforce Users #admin #tips
Просмотров 16Месяц назад
#kugamon #tips In this video we walk you through the two simple quick ways that you can add a single or multiple Permission Set(s) to Salesforce Users. Subscribe for the latest insights on CPQ, Quote to Cash, Subscription Management, and Subscription Billing for Salesforce. On Kugamon we will go through walk-thru, demos, best practices, and tips to maximize your Salesforce investment. Stay tune...
Schema Builder Overview #salesforce #admin
Просмотров 21Месяц назад
Schema Builder Overview #salesforce #admin
Can't Find Your Custom Object? #salesforce #tips
Просмотров 23Месяц назад
Can't Find Your Custom Object? #salesforce #tips
Salesforce Products, Price Books, and Price Book Entries Explained #cpq
Просмотров 103Месяц назад
Salesforce Products, Price Books, and Price Book Entries Explained #cpq
Assign User Permissions for Kugamon Rooms
Просмотров 16Месяц назад
Assign User Permissions for Kugamon Rooms
Setup Organization-Wide Email Addresses in Salesforce #tips
Просмотров 80Месяц назад
Setup Organization-Wide Email Addresses in Salesforce #tips
Assign Admin Permissions for Kugamon Rooms
Просмотров 12Месяц назад
Assign Admin Permissions for Kugamon Rooms
Add, Edit, and Delete Lead Stages in Salesforce #tips
Просмотров 65Месяц назад
Add, Edit, and Delete Lead Stages in Salesforce #tips
Setup Opportunity Teams in Salesforce #admin #tips
Просмотров 222 месяца назад
Setup Opportunity Teams in Salesforce #admin #tips
Delete Custom Objects in Salesforce #admin #tips
Просмотров 502 месяца назад
Delete Custom Objects in Salesforce #admin #tips
Test Drive Kugamon (Read Only) #cpq #subscription #salesforce
Просмотров 102 месяца назад
Test Drive Kugamon (Read Only) #cpq #subscription #salesforce
Trial Kugamon (30 day Access) #cpq #subscription #salesforce
Просмотров 172 месяца назад
Trial Kugamon (30 day Access) #cpq #subscription #salesforce
Create Custom Objects in Salesforce #admin #tips
Просмотров 212 месяца назад
Create Custom Objects in Salesforce #admin #tips
Setup Salesforce Approval Process #admin #tips
Просмотров 1272 месяца назад
Setup Salesforce Approval Process #admin #tips
Deactivate / Delete Users in Salesforce #admin #tips
Просмотров 362 месяца назад
Deactivate / Delete Users in Salesforce #admin #tips
Add / Remove Tabs in Salesforce #admin #tips
Просмотров 272 месяца назад
Add / Remove Tabs in Salesforce #admin #tips
How could I edit the Checklist LWC Component? Please share any documentation?
@KUGAMON Are you here? How could I edit the Checklist LWC Component? Please share any documentation?
Ok, how could I customize the Checklist LWC Component. I cannot retrieve it in VS code. Or what API Name of the LWC ?
Hi, How could I edit the Checklist LWC Component? Please share any documentation
Would you like to see a demo of the Kugamon Rooms platform? Let us know in the comments below and we’ll follow up with you to set it up!
Is there something else that you’d like to explore within Kugamon Rooms? Let us know in the comments below and we’ll make a video on the topic!
Is there something else that you’d like to explore within the Kugamon Trial Environment? Let us know in the comments below and we’ll make a video on the topic!
@KUGAMON Can we update the currency after opportunity is created ?
Yes. You can update the Opportunity currency after it is created.
Here we show how to Add an Opportunity stage in Salesforce. If there are other topics you want us to create videos for, please comment below.
Taylor Mary Robinson Charles Hernandez Sharon
How does your CPQ look so different from mine? Can you share how to change the view?
I sys all my Accounts and Contact..where i can find those....?
kuga.co/address-appex
Hi , Can I get your WhatsApp number Need to know more about the user roles
We want something more detailed information on what if two accounts have the active contracts and subscriptions. Example: I have Account ABC and Account ABC1 - both Accounts have Active Contracts and Subscriptions. These 2 accounts are actually the same entity and require merging. What are the precautions that our Admins need to take when merging 2 accounts like this? What considerations need to be know? Are there adverse effects on renewals and quote harmonization down the line?Any information we should know about merging these types of accounts is what we're looking to get. "
This is a great suggestion for a future video. Thank you. As to getting immediate help to your questions, please contact Kugamon Support. They are ready to be of assistance.
Is it Salesforce....? or some other software that you are using
We are Kugamon, a 100% Native add-on for Salesforce. We are actually one of the most popular add-ons. Please contact us at Kugamon.com
@@kugamon Can you show me how to setup pdf generate invoice button.
@@jerryraju6293 The [Create PDF] button is included in the Kugamon managed package. If you want to know more about Kugamon or see a personalized demo, please visit our Contact Us page at Kugamon.com.
@@kugamon I already installed Kugamon packages....do I need to set-up anything
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!
Not the tip/tutorial you're looking for? Let us know in the comments and we will add it to the list!