NA REF - Update contract verification flow

Reviewer
Elements # of Actions Type Comments
3 Buttons-Links-Quick Actions 0
0 Compact Layouts 0
0 Custom Fields 0
0 Custom Objects 0
0 Custom Tabs 0
0 Field Sets 0
Basic Components 0 Global Value Sets 0
and
Configuration 0 Lightning Apps 0
0 List Views 0
0 Page Layouts (Lightning and Classic) 0
0 Path Settings 0
0 Processes - Lead / Sales / Service 0
0 Record Types 0
0 Validation Rules 0
0 APEX Code 0
0 Approval Processes 0
0 Assignment Rules 0
0 Custom Labels 0
0 Custom Metadata Types 0
0 Custom Settings 0
0 Email Templates 0
0 FLOW 0
Automation/Code
0 Lightning Web Components / Aura Components 0
0 Process Builder 0
0 Visualforce Pages 0
0 Workflow Email Alerts 0
0 Workflow Field Updates 0
0 Workflow Rules 0
0 Workflow Tasks 0
0 Static Resources 0

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 0 Custom Permissions 0
0 Permission Sets 0
0 Permission Set Groups 0
0 Profiles 0
Security/Sharing 0 Public Groups 0
0 Queues 0
0 Remote Site Settings 0
0 Sharing Rules 0
0 Sharing Sets for Communities 0
0 Custom Sites 0
0 Site Dot Com Sites 0
Experience Sites
0 Networks 0
0 Navigation Menus 0
0 Custom Report Types 0
Reporting 0 Reports 0
0 Dashboards 0
Datasets 0 Datasets 0
0 Pre-Deployment Steps 0
Deployment
0 Post-Deployment Steps 0

Action Value Descriptions

Action Description
Refers to New Metadata Only (Does not currently exist in the
New system)
Re-Use Refers to reusing existing Metadata with no changes
Update Refers to
Refers to Metadata
modifying that
existing Metadata
should be removed from the system
Delete (Deleted)

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 New
Re-Use
Update
Delete

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 Note: These values are used for Action Picklist Values
Insert
Upsert
Delete

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 Pre-Deployment Steps
Where in the system are these
Reviewer Comments Action Name your action
actions to be done?

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 What should be done? (Please be as specific as possible)

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 Return to Summary

Comments

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 Post-Deployment Steps
Where in the system are these
Reviewer Comments Action Name your action
actions to be done?

New User - assign permission sets Assign permission set

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 What should be done? (Please be as specific as possible)

Assign our new permission set to these users:

Loni Murphy
Emily Pennock
Elisa Hetrick

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Comments

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 Buttons - Links - Quick Actions
Reviewer Comments Action Label Name

Update Select Approver(New) Select Approver(New)

Assign Chemist(New) Assign Chemist(New)
Assign Application Assign Application
Engineer(New) Engineer(New)

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Object Where This

Description Button/Link/Action is Target Object Action Type
Located
Removed new from buttons.
Removed new from buttons.
Removed new from buttons.

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 Content Source Target URL Predefined Values

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 Success Message Link to Button/Link/Action

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Notes

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 Compact Layouts
Reviewer Comments Action Object Label Name

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API Name Selected Fields

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Link Comments

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 Custom Fields
Reviewer Comments Action Object Label field

New Quote Pricing Approved?

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API Name Type Description

This box will be checked by pricing when they approve the
Pricing_Approved__c Checkbox
contract for the direct/(in)direct deal.

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Comments

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 Custom Objects
Reviewer Comments Action Singular Label Plural Label

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API Name Record Name Data Type Display Format Allow Reports Allow Activities

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 Allow in Chatter Allow Bulk API
Track Field History Allow Sharing Allow Streaming API Allow Search
Group Access

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Description Comments

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 Custom Tabs
Tab Type
(Object Tab, Web Tab,
Reviewer Comments Action
VF Tab, Lightning Comp
Tab, Lightning Page Tab)

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 Tab Style

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Comments

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 Field Sets
Reviewer Comments Action Object Field Set Label

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Field Set Name Where is this used?

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Fields in the Field Set Comments

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 Global Value Sets
Reviewer Comments Action Object Label field

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API Name Type Description

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Comments

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 Lightning Apps
Reviewer Comments Action Label API Name

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Description App Options Utility Items

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 Navigation Items User Profiles

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Comments

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 List Views
Reviewer Comments Action Label Name

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 Return to Summary

Description Object Notes

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 Page Layouts
What Type of Page
Reviewer Comments Action Classic or Object
Lightning

Update Lightning Quote

Update Lightning Opportunity

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 Label Name Description

NA REF Quote Record Page

NA Refinish Opportunity Record Page
Default

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Comments

Add new button Pricing Approval to highlight bar and add in conditional
visibility
Added dynamic text based on stage and channel

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 Path Settings
Reviewer Comments Action Path Name API Reference Name

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 Enable
Object Record Type Picklist
Celebrations (Yes/No)

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Comments

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 Processes - Lead / Sales / Service
Reviewer Comments Action Process Name Description

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 Selected Values Default Value (if needed) Link to the Process

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Comments

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 Record Types
Reviewer Comments Action Object Label Name

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 API Name Description

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Link to Record Type Comments

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 Validation Rules
Reviewer Comments Action Object Name

Update Opportunity NA_REF_Contract_Verification_Required

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Description Error Condition Formula Error Location

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 Error Message Link to Validation Rule

https://axalta--axcrmstg.lightning.force.com/lightning/setup/ObjectManager/Opportunity/ValidationRul

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Comments

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 APEX Code
Reviewer Comments Action Type

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 Name

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 Description

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Link to Apex Code

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 Approval Processes
Reviewer Comments Action Object Process Name

Initial Submission Actions

Approval Steps
Action Step Number

Final Approval Actions

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Recall Actions

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Unique Name Description Entry Criteria

Name Description Criteria

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 Record Editability Approval Assignment Email Template Initial Submitters

Assigned Approver Approval Actions Rejection Actions

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Allow Submitters to Recall

Comments
Approval Requests

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 Assignment Rules
Rule Entry Number
Reviewer Comments Action Rule Name
(PROD / AXCRMSTG)

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 Criteria Assign To Email ( Yes / No)

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Link to Assignment Rule Entry Notes

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 Custom Labels
Reviewer Comments Action Short Description Name

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 Namespace Prefix Categories Value

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Link to Custom Label Comments

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 Custom Metadata Types
Reviewer Comments Action Singular Label

Custom Fields
Field Label

New Custom Metadata Records

Action

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API Name Data Type Description

Enhanced Related List Name Label Related List Name

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Description Visibility Comments

Indexed Controlling Field

Field API Name Header Order

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UI Type Override Colour

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Reviewer Comments Action Label API Name

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Description Link to Custom Setting Comments

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 Email Templates
Reviewer Comments Action Folder Email Template Name

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Template Unique Name Letterhead Description

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Available
Subject Body
For Use

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 FLOW
Reviewer Comments Action

Update

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 Label

SBQQ.Quote.NA REF Contract Flow - V11

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 Description

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 Return to Summary

Link to the FLOW

https://axalta--axcrmstg.lightning.force.com/builder_platform_interaction/flowBuilder.app?flowId=3012i000000F0oLAAS

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 Comments

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Reviewer Comments Action Type

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 Name Description

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 Process Builders

Reviewer Comments Action Target Object

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 API Version
When to launch process? for running
Process Builder Name
(Create or Create and Edit) the
process?

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Description Criteria Node Name

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 Criteria that will Trigger This Node Immediate Actions

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 Evalutate
Scheduled Actions Next Criteria?
(Y/N)

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 Visualforce Pages
Reviewer Comments Action Label Name

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Description Link to Visualforce Page

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Comments

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 Workflow Email Alerts
Reviewer Comments Action Description

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Unique Name From Email Address Recipients

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Object Email Template Link to Workflow Email Alert

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 Comments

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 Workflow Field Updates
Reviewer Comments Action Object Name

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 Field To Update Field Date Type Re-Evaluate

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 Workflow Rules
Reviewer Comments Action Object Name
New Technology Project Lab/Field Update Notification to TP owner.

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Evaluation Criteria Link to the Workflow Rule Comments

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Link to Workflow Task Comments

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 Static Resources
Reviewer Comments Action Full Name Description

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Content Type Link to Static Resource Notes

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 Custom Permissions
Reviewer Comments Action Name API Name

New NA REF - Pricing Approval NA_REF_Pricing_Approval

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 Permission Set where the
Description
Custom Permission is Assigned

This is a custom permission assigned to the pricing

NA REF - Pricing approval on quotes
department that gives them the ability to approve quotes.

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Link to Permission Set where the

Comments
Custom Permission is Assigned
https://axalta--
axcrmstg.lightning.force.com/lightning/setup/PermSets/page?
address=%2F0PS2i000000DIWa

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 Permission Sets
Reviewer Comments Action Name User License

NA REF - Pricing approval on

New
quotes

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 Description Permissions to Include

This permission set is assigned to the members of the pricing

NA REF - Pricing Approval
team who can approved quotes and their contracts

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Link to Permission Set Comments

https://axalta--axcrmstg.lightning.force.com/lightning/setup/PermSets/page?address=%2F0PS2i000000DIWa

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Grant Acces Using

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Hierarchies (Y/N)

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Send Email to Members (Yes / No)

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Reviewer Comments Action Remote Site Name

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Remote Site URL Description
Security? (Y/N)

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Active? (Y/N) Please provide a link to this record in SFDC

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Description

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Link to Sharing Rule Comments

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Access Level Profiles Notes

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Reviewer Comments Action Site Label

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Active
Default Record Owner Default Web Address
(Y/N)

# Sensitivity: Business Internal

 Active Site Home Page Inactive Site Home Page Site Template

# Sensitivity: Business Internal

 Enable
Require Lightning
Upgrade All Content
Enable Secure Features for
Clickjack Protection Level Requests to Sniffing
Feeds (Y/N) Connections Guest Users
HTTPS (Y/N) Protection
(Y/N) (Y/N)
(Y/N)

# Sensitivity: Business Internal

 Return to Summary

Enable
Browser
Referrer URL
Cross Site
Protection Comments
Scripting
(Y/N)
Protection
(Y/N)

# Sensitivity: Business Internal

 Site Dot Com Sites

Reviewer Comments Action Site Label

# Sensitivity: Business Internal

 Site Name Site Description

# Sensitivity: Business Internal

 Description Site Contact

# Sensitivity: Business Internal

 Return to Summary

Active
Default Record Owner Default Web Address
(Y/N)

# Sensitivity: Business Internal

 Active Site Home Page Inactive Site Home Page Site Template

# Sensitivity: Business Internal

 Enable
Require Lightning
Upgrade All Content
Enable Secure Features for
Clickjack Protection Level Requests to Sniffing
Feeds (Y/N) Connections Guest Users
HTTPS (Y/N) Protection
(Y/N) (Y/N)
(Y/N)

# Sensitivity: Business Internal

 Return to Summary

Enable
Browser
Referrer URL
Cross Site
Protection Comments
Scripting
(Y/N)
Protection
(Y/N)

# Sensitivity: Business Internal

 Networks

Reviewer Comments Action Site Label

# Sensitivity: Business Internal

 Site Name Site Description

# Sensitivity: Business Internal

 Description Site Contact

# Sensitivity: Business Internal

 Return to Summary

Active
Default Record Owner Default Web Address
(Y/N)

# Sensitivity: Business Internal

 Active Site Home Page Inactive Site Home Page Site Template

# Sensitivity: Business Internal

 Enable
Require Lightning
Upgrade All Content
Enable Secure Features for
Clickjack Protection Level Requests to Sniffing
Feeds (Y/N) Connections Guest Users
HTTPS (Y/N) Protection
(Y/N) (Y/N)
(Y/N)

# Sensitivity: Business Internal

 Return to Summary

Enable
Browser
Referrer URL
Cross Site
Protection Comments
Scripting
(Y/N)
Protection
(Y/N)

# Sensitivity: Business Internal

 Navigation Menus
Reviewer Comments Action Label Container

# Sensitivity: Business Internal

# Sensitivity: Business Internal
 Return to Summary

Container Type Notes

# Sensitivity: Business Internal

# Sensitivity: Business Internal
 Custom Report Types
Reviewer Comments Action Primary Object

# Sensitivity: Business Internal

 Label Name Description

# Sensitivity: Business Internal

 Return to Summary

Store in Category B Object A to B Relationship C Object

# Sensitivity: Business Internal

 Return to Summary

B to C Relationship Comments

# Sensitivity: Business Internal

 Reports
Reviewer Comments Action Report Name

# Sensitivity: Business Internal

 Report Folder Share Folder With / Access Level

# Sensitivity: Business Internal

 Return to Summary

Description

# Sensitivity: Business Internal

 Dashboards
Reviewer Comments Action Dashboard Name

# Sensitivity: Business Internal

 Dashboard Folder Share Folder With / Access Level

# Sensitivity: Business Internal

 Reports Included in Dashboard Description

# Sensitivity: Business Internal

 Return to Summary

Dashboard Developer Name

# Sensitivity: Business Internal

 Datasets
Reviewer Comments Action Source Org Target Org

# Sensitivity: Business Internal

 Object Record Name

# Sensitivity: Business Internal

 Return to Summary

Load Instructions (Order / Hierarchy) Comments

# Sensitivity: Business Internal