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Knowledge Base
Salesforce

  • Intranet
  • Salesforce
  • Contracts
  • Contract Billing (Lightning)

Contract Billing (Lightning)

Travis Johnston
Travis Johnston
Web Systems Architect
4135885930
tjohnston@collaborative.org

  • Overview
    • Salesforce Training Overview
    • Training Request
    • What is Salesforce?
    • Onboarding
  • Chatter
    • Chatter Overview
    • Video - Intro to Chatter
    • Video - Chatter Groups
    • Video - Bookmarking and Muting Posts
    • Video - Using Chatter with Records
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    • Accounts Overview
    • Merge Contacts
    • Merge Accounts and Organizations
  • Event Management
    • Event Management Overview
  • Online Registration and Orders
    • OLR Overview
  • Contracts
    • Managing Contracts
    • Contract Development (Lightning)
    • Contract Billing (Lightning)
    • Part 1 - Creating a Contract (Classic)
    • Part 2: Deliverables and Tasks (Classic)
    • Part 3: Submitting for Approval (Classic)
    • Part 4: Billing (Classic)
  • Reports
    • Creating Reports
    • Part 1: Reports and List Views (Classic)
    • Part 2: Reports and List Views (Classic)

Salesforce on the Go!

Download for IOS

Download for Andriod

When you download the app it will ask you to log in or to click on "Use a Custom Domain". 

For the custom domain, enter collaborative. The URL should look like this, collaborative.my.salesforce.com

After proceeding to the next screen, you should see a blue login screen with the option to click the Google Login button. Log in using your Collaborative account and it should prompt you to Allow Access to Salesforce. 

*If it at any point asks if you want to log into a Production or Sandbox environment, choose Production.

To request a one on one training session or if you have a suggestion for additional training materials, please email Travis Johnston (tjohnston@collaborative.org) or fill out the form below.

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