Who is this for: Team member requesting job numbers out of Salesforce.
Where will this solution be located: www.login.salesforce.com
When does this solution apply: When a team member is in need of requesting a job number from Accounting.
Description: This article guides the team member through the job number process in Salesforce detailing each step.
1) Log into Salesforce.
2) Navigate to the interested opportunity.
3) Navigate to the related list and find "Projects".
4) Click on the caret next to "Projects" and then hit "New".
5) Select the specific record type for the job number request then click next. For this scenario we'll be using "ADB/ZD".
6) Fill-out the project record w/ the required fields as well as any other fields you can provide.
6) Once you save the record, the status of the job number request changes to "Pending Accounting Review" and you're done! If Accounting reaches back stating they need more info, they will do so. However, your part of the process is over and once the job number is assigned to the project, the requester, day 2 leader and day 3 leader (if applicable) will all be notified of the job number assignment.
Created By: David Lee
Created Date: 6.30.20
Last Modified Date: 6.30.20