Purpose: The purpose of this document is to guide Team Members with instructions to view or update information in Salesforce for the Verizon COPS project


Who is this for: Team Members of the Verizon COPS project team


Note: The screenshots in this document are for reference only

 

Accessing Salesforce:


  • To access salesforce, click on this link and log in with your credentials- https://login.salesforce.com/
  • To access the pages for Verizon COPS, click on the waffle icon on the top left corner


  • Click on view all


  • You should then see the below app that links to the COPS pages
  • Click on Vz COPS App


  • That will direct you to a page that looks like the one below
  • From here you will be able to navigate to Close Out Work Orders, Close Out Segments and Rake Offs



  • Team members may have either one of the below profiles that determines the level of access they have-


1. COPS Team - maximum ability to edit/ update items

2. Market Team - limited ability

3. View Only Team - no ability to edit


  • Based on which profile the team member falls under, they will be able to edit/ update or view the information in Salesforce.


1. If the team member has a COPS Team profile linked to their email, they will have the maximum ability to edit/update fields on the Work Order and Segment pages

- They will also have the ability to create a new market

- To create a new market, the team member can navigate to Vz Markets tab and click new



  • You will then need to enter the name for the market and the database name
  • The name can be anything you like but the database name is the most crucial one, since that is what will link the data from the database to salesforce
  • You should get the database name from the engineers on your team
  • Once created, click save



  • You will then see the new market that gets created



  • To view all markets, click on the drop down menu and click all


  • To enter information about work orders, click on the Close Out Work Order tab at the top


  • Click on the one you would like to update or view



  • That will open the details of the record
  • You can see if you are allowed to edit a field or not based on the pencil icon next to each field




  • Some fields like the ones below are formula fields and cannot be edited



  • Hover your mouse on the "i" to view the help text that explains what that field calculates



  • You can then navigate to the Close Out Segment by either clicking on it at the top or by clicking on the related list 



  • Again, you can determine if you are allowed to edit the information or not by looking for the pencil icon next to the fields



  • From the segment page, you can also add the construction or splicing rake offs by clicking on "New"



  • When you click new, you will be asked to select which rake off you would like to enter
  • Hit next
  • Based on the selection, enter the required details and click save



  • Once saved, you will see the rake off in this section.
  • To delete it, click the drop down on the right and click delete



Note- If you are unable to edit any information, you may have permissions to only view the information.