Keeley Companies

Overview: This article outlines the process of modifying quote terms on a salesforce CPQ quote. The sections on the quote are defaulted with placeholder val...

Overview: This article outlines the process of applying discounts to products associated to a Quote within Salesforce CPQ.  Once Quote is created, selec...

Overview: This article outlines the process of creating a new quote within Salesforce CPQ. Salesforce Opportunities can have many quotes associated to them,...

Overview: This article outlines the process of importing products from a third party system to Salesforce CPQ. If you use a third party Bill of Materials si...

When Team Members are termed, they should be automatically removed from the Action Planning site. If a ticket is submitted stating that they have not be rem...

Purpose: The purpose of this document is to give you an overview of the Safety one Stop website / app and guide you with instructions to edit available form...

1. Enter the code from your phone  2. Select the box “Don’t ask again for 30 days”  3. Select Verify    4. Check the box ne...

How to Remove Users for Forecasting Groups   1. Login to Portal.azure.com 2. Select Enterprise applications 3. Search for Forecasting 4. Sel...

Safety One Stop / Safety App (Document for Team Members) Purpose: The purpose of this document is to guide you with instructions to access the Safety As...

Safety One Stop / Safety App (Document for Team Members) Purpose: The purpose of this document is to guide you with instructions to access the Good Catch ...