Miscellaneous

Go To Payroll

• Results: Go to Payroll tab
• Closing a Period

Dataloader.io

• Trouble Finding Record Id in Dataloader.io to Delete Deals
• Uploading Deals into Salesforce Through Dataloader.io
• Deleting Deals in Salesforce using Dataloader.io

CSV Files

• Long Descriptions in String or Text Fields in CSV Files
• How to re-Format CSV in Google Sheets
• CSV File Size
• Importing Deals via CSV
• Best Practice for formatting CSV Import file in Excel
• Formatting your CSV Import Files

Common Errors

• Apex Governor Limit
• A Deal is being Paid Out in a Future Period for a Small Amount
• Corrupt View in My Payments or My Deals tab in Dashboards
• Field Limits within Salesforce
• Cannot Divide by Zero Error in Calculations
• First error XactlyExpress Too many SOQL queries 201

See all 16 articles

Glossary

• Compensation Management and Roles Glossary
• Time and Sales Periods Glossary
• Incentive Glossary
• Bookings and Cancellations Glossary
• Bonuses and Earnings Glossary
• Plans Glossary

See all 12 articles

Multi-Currency

• Exchange Rates from Foreign Currency to Foreign Currency
• Cannot Convert Currency
• Turning on Multi-Currency
• Before you turn ON Multi Currency

Opportunity Estimator

• Import Source in Credit Rule Preventing Opportunity Estimator from Working
• How to Adjust Sizing for the Opportunity Estimator
• Configure Button not Showing in Opportunity Estimator
• Opportunity Estimator: Salesforce Professional Edition
• Opportunity Estimator Overview - PDF