Exodus Salesforce Docs

Exodus Salesforce Docs

Role-based guides and technical reference for the Exodus Salesforce app

These docs describe the Salesforce app currently deployed to QA. They are organized by the way teams use the system: sales guides for daily work, admin guides for configuration and operations, workflow guides for cross-team processes, reporting reference, technical reference, and QA runbooks.

The QA examples use the Vesper org at https://exodus--vesper.sandbox.lightning.force.com. Safin is the sandbox dev org and is only used in docs that explicitly describe Safin dev/E2E flows.

Operating Loop

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Use the Sales guide when you need to create or manage leads, accounts, quotes, sales orders, invoices, payment links, and customer follow-up. Use the Admin guide when you need to configure settings, access, email routing, payment gateways, 3PL runtime behavior, purchasing settings, finance automation, or commission setup.

Use the Workflow guides when a process crosses roles, such as quote approval into payment collection and fulfillment. Use Technical Reference for object relationships, Apex and LWC ownership, scheduler behavior, integrations, local validation commands, and the current RMA boundary.

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