About the Sales Force Automation Forms

This topic provides field-by-field information on every form used when setting up and administering Sales Force Automation. It is intended for use as a reference for the various fields on the forms associated with the services found in the Sales Force Automation application.

The forms are documented in alphabetical order. Within each form, tabs are also addressed in alphabetical order.

Note that the fields marked as required in this topic are not automatically populated and must be completed by a user to save a record.

This topic contains the following sub-topics:

Note that the services related to the Call Script functionality is reserved for future use.

The following services appear in the Sales Force Automation application but are described in other topics. Refer to the topics specified below for information on the following services:

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