Audience - PosiEd

Owned by Mike French
Last updated: Oct 23, 2023 by Jhetah Mae Leornas
1 min read

  • Install - Install the PosiEd apps and unmanaged assets into a new or existing org and establish baseline PosiEd configuration. See Installation Guides

  • Configure - Review and customise the baseline configuration to client’s specific needs. Enhance existing or create new objects, page layouts, flows and other assets. Customise and/or deploy unmanaged PosiEd assets to meet client’s needs. See Configuration Guidelines

  • Administer - Manage the provided PosiEd environment and provide security; data creation, update and transfer; workflow refinements and other functions on an ongoing basis. See Administration Guides

  • Use - Utilise Salesforce and PosiEd capabilities on a daily basis as provided. See User Guides