...
What is happening this week?
- Training and turn over of phase 1 ownership (contacts, accounts, groups) to staff, collect feedback and refine as necessary
- Final groups import: JIP and other, historical groups
- Event attendance imports to continue
- Contact and Groups synchronization with website will be deployed later this week
- New contacts in Salesforce are populated in Kentico and vice versa
- New group members are Salesforce get access to Kentico groups and are reflected in rosters
What is happening next week?
- Event attendance imports to continuetill complete
- Member company history to be imported
- Kentico - CII's website to be upgraded from version 9 to version 11
...
- Other history - pdh, publication orders, downloads to be imported to Salesforce
- Connection to Cvent coming integration in 1Q19
- Techstreet publication store launch and integration with KB
- Quickbooks integration,
- Tableau integration
CII's Primary Salesforce Apps
...
- Do you manage a group? Create a personal list view.for it.